Taming The Disappearing Quote Syndrome with CRM Dashboards

Visit Website View Our Posts

Do you know what happens to your company’s quotes once they leave the office? When to follow up?  What date was that quote sent out anyway?

Does this sound familiar? You suddenly remember that quote you sent to x-customer.  In your mind, you’re thinking it was sent last week. After frantically searching through your computer for that quote that isn’t where you thought it would be….you finally track it down and realize…you sent it three weeks ago and haven’t followed up!! This is where sales shame and embarrassment kicks in. You’re afraid to call your customer/prospect because you feel mighty foolish that you lost track of time.  Yet…if you don’t…  Well, we all know what happens then. Good-bye prospect. Good-bye customer.  Let’s go chase more sales leads and try to get better at this the next time around.

Okay. Maybe we’re exaggerating a little, but you know what I mean.  We’ve all been there.  This is where the CRM Dashboard adds tremendous value to your business.  Sales = revenue = cash flow. Right?  In order to get revenue and cash flow, we need to close on those quotes. In order to do so – we need a system in place to manage the lead process through the quoting stages. Wouldn’t it be great to come in to work every day and open up your CRM dashboard and immediately see

  • Outstanding Quotes
  • What stage of the follow-up process they are in
  • Who the decision makers are
  • What actions steps you need to take next
  • Who’s responsible for that follow-up

That’s exactly what the CRM Dashboard does for you. This gives you complete control over your quoting process – empowering you to outrun the competition who hasn’t yet discovered what a powerful tool the CRM Dashboard is.

At P2 Automation – we’ve put together this simple video called Taming The Disappearing Quote Syndrome with CRM Dashboards, which describes what a CRM dashboard looks like, the type of quoting information you can have immediate access to, how quotes are tracked along with the follow-up process, significant dates and other pertinent information related to helping you successfully close a greater number of quotes and increase market share and revenue. Check it out and stay tuned for our next video on how to use the CRM dashboard to view your sales pipeline and manage your sales funnel.

Microsoft Dynamics CRM is a simple and powerful tool that we use at P2 Automation on a daily basis to track our inbound and outbound communications, automate sales activities, and manage our marketing process.  In simple terms, Microsoft CRM empowers organizations to manage the entire relationship cycle – from lead, to prospect, to client, and eventually to ongoing client management.

P2 Automation is a Connecticut Microsoft Dynamics CRM Partner

Show Buttons
Hide Buttons