Beringer Associates Technology Blog

Improve your Quote-to-Order Process

Quot to OrderIt’s 2016, what are your business related New Year’s resolutions? One should be to examine your Quote-to-Order process. What is your in-between process? Do you have a solid Quote follow up process?


This week I conducted a webinar on the topic of improving your quote-to-order process, this webinar examines several important topics:


  • Current Challenges – We interact with many Wholesale Distributors and hear a lot of the challenges they struggle with. We discuss the challenges related to quoting and quote follow up.


  • Research on top performing Wholesale Distributors – What are your top-performing peers doing?


  • Managing Quote Requests – There are a few ways that quotes typically get requested, we examine each and display a best practice based process for managing these.


  • Managing Verbal quotes – In distribution a lot of verbal quotes are given but that is typically where this process stops. You will see a much better way of managing verbal quotes.


  • Quote Follow up Process – Quotes and follow up are almost as important as orders, they are future revenue to the business. Diligent, accountable follow up is a must!


  • Generating Sales Opportunities from Quotes – There are times when an actual sales opportunity should be used to manage a potential sale. I will show you how our CRM for Distribution solution tightens up quoting and opportunity management.


  • Tracking open Quotes and Quote Items – I show some great tools to manage open quotes and open quote items.


When you have a few minutes watch the recording then drop me an email or give me a call at 800.796.4854 to talk about your quote-to-order process and how CRM for Distribution can greatly improve your process


Happy New Year!


Beringer Associates, a Microsoft Gold Certified Partner, is always here to provide expert knowledge in topics like these. Please contact us with any questions you may have.