sales quoting software

Sales quotes come in all shapes and sizes. Here's one I call the "Celebrity" sales estimate. It puts your product pics on the runway (and you can add a rep's image and autograph, too.)

In the past few months I’ve looked in every nook and cranny of my business for ways to cut costs, especially the “hidden” costs that you don’t realize are adding up. Like inefficient use of time.

Turns out one of our big time sucks is sales quoting. Some of our services are straightforward and easy to quote…maybe take a minute or 2. But our really lucrative opportunities often take a couple of hours to research, price and “pretty up,” so the sales quote “look and feel” matches the value of our work.

In fact, it turns out we have been spending approximately $25 per sales estimate we create. I checked with some of my clients, and plugged in their numbers, and we got a range from $20 – $150. And as we all know, not every estimate turns into a sale. So this seemed like a great place for a re-think on cost savings.

I liked the solution I discovered so much, I decided to resell the quoting software to estimate-intensive, sales-driven organizations. Now instead of one-size-fits-all quotes going to my low-end and high-end opportunities, I can match the quote template to the project.

For example, the image on the top left is the “Celebrity Sales Quote” sales template. It puts your products’ images front and center, almost like a catalog, with complete product descriptions, part numbers, a catchy title–whatever info you have or want to show. But a Quick and Dirty Line Item Sales Estimate may be all you need if need to get something out fast and keep it simple. Finally, a third option is a formal Narrative Sales Proposal, which may be appropriate for responding to an RFP or other situations where the person presenting your products and services is not you. I did one like this years ago that was almost 50 pages. Today, I could create it once in my sales quoting software and use pieces and parts of it for any estimate, and it would only take me a matter of minutes.

On Tuesday, December 20, I’ll be holding a free 60-minute webinar  demonstrating how a sales quoting system reduces the cost of calculating estimates and gives the competitive advantage of being first bidder to respond (because you’re so fast!)

Want to find out more? Register here. If you can’t make it live, I’ll be posting the recording here after the holidays.

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Rethinking Getting Things Done with ACT!

by Lori Feldman on November 17, 2011

Susan Clark

Susan Clark, author of the Sage ACT! Quick Study Guide, is guest presenter on productivity kaizen at the November ACT! User Group meeting.

Well, it’s that time of year.

My desk is pleading for a desktop clearance intervention and, at my gym, the increased number of cars in the parking lot confirms that it’s do-over season again.

The good news is that every end of the year brings each of us a fresh chance to rethink how to get things done better in the new year.

Fortunately, the moon and stars are in alignment for our final, end-of-year ACT! User Group on leveraging ACT! for higher productivity. And here’s why. My good buddy, Susan Clark, president of Cornerstone Solutions in Houston, will be the special guest presenter.

Susan has been the author of the official Sage ACT! Quick Study Guide (QSG) for the past 15 years and is the undisputed authority in the ACT! Software world for her expertise in using ACT! as a productivity tool.

November Sage ACT! User Group

Date: Wednesday, November 30, 2011
Time: 8am – 10am Central (Time Conversion)
Place:  Online or “in person” in St. Louis, MO (held concurrently)
Register: Use the “online” or “in person” link below

ACT! Software User Group

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      "Live In Person" ACT User Group

      $25.00

      Choose this option if you want to attend this meeting "live and in person" at our CityPlace venue. You will also receive a recording and written transcription after the meeting.

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      "Online Meeting" ACT User Group

      $25.00

      Join us "live and online" via GoToWebinar. You will also receive a recording within 48 hours to view at your convenience.

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      6-pack ACT! User Group Pass

      $99.00

      This pass pre-pays your registration to any 6 User Group meetings at anytime (no expiration). An RSVP by email or phone is still necessary, so we can have enough snacks and handouts for everyone attending.

What You Will Learn at the ACT! User Group

If you find yourself…

  • Managing too many fluid projects at once
  • Trying to hold yourself or your employees, team or family accountable to their commitments
  • Struggling to prioritize your day, week or month

…then register now to hear Susan address these challenges and the universal question of, “How do I get myself to do the things I need to do most?” In other words, how do you battle inertia, procrastination and other activity blocks that keep you from finishing what you start and are holding you back from accomplishing the very best version of yourself everyday?

You’ll also pick up tips for… [click to continue…]

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Be a Q4 Sales Ninja with a Sales Follow-Up Drip Marketing Campaign

November 2, 2011

Ever since the very first recorded sales call, sales reps, sales managers, business owners and sales trainers have tried to perfect the sales process. The sales call is the championship arena, when honing the sales process and all that sales training really pays off. Sales people shine when they’re in full salesmanship glory in front [...]

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Two Obscure Tweaks and One Caveat for Sage ACT! Software

July 24, 2011

A couple of obscure questions came up this week about using Sage ACT! Software and also one that many people think is a “gotcha.” Q – When using Swiftpage for a newsletter, it will not recognize my secondary contacts. How do I include them in my email blast? A – Sage ACT! only recognizes primary [...]

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4.5 Ways To Set up a Google Calendar Sync with a Sage ACT! Database

July 17, 2011

Sage ACT! 2012 is on deck as a new version release in September, and one new feature is a direct-from-ACT! Google calendar sync. To use the Google sync, you’ll need a Gmail or Google Apps account. A Gmail account is YourName@Gmail.com. Any email ending in gmail.com is a Gmail account. A Google Apps account is [...]

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Personal Settings for your Sage ACT! Software

July 10, 2011

Just like apps for smart phones or iPads, ACT! Software lets you set a “profile” of personal preferences so you have a better user experience. Some preferences are for your computer or laptop. Some are global database settings and will change the preferences for every user on your shared contact management system. Here are 5 [...]

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Stockpile Time with Sage ACT! Menu Shortcuts

July 3, 2011

As everyone’s attention span dwindles, now’s a good time to re-visit the keyboard and mouse shortcuts on the Sage ACT! menu. Hey, a fraction of a second saved is several hours earned over a year, right? A couple of things that I really like with the newer version versions (Sage ACT! versions 2007 – 2012) [...]

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Blend 1 Part Swiftpage Email Marketing with 1 Part Cinco de Mayo

May 4, 2011

Last year on Cinco de Mayo I published my secret recipe for frozen margaritas. This year I decided to go more historical with a great Swiftpage E-Marketing case study. Every Cinco de Mayo, history buff, Sage ACT! Software User and Texan Les McGee gets one more holiday to showcase his email marketing creativity. Les sells [...]

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The Real Purpose of a B2B Website Is Lead Generation

March 28, 2011

Here is a common question I hear from my clients: I know there are companies who do lead qualification for a fee (I personally don’t know any) but I think they’re too expensive for our small business. When we hire our new sales rep, I’d like to find a good person to qualify prospects for [...]

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Formula for More Sales: A Website, a Marketing Database and a Story To Tell

October 25, 2010

Times may be tough right now, but if you have a website, a database and a story to tell, I bet there are at least 5 database marketing strategies you’re overlooking that if executed would fill the gaps where you’re leaving money on the table. Since the beginning of the year, I have worked on [...]

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Big 3 Delusions of Drip Marketing Letters – Part 4

September 27, 2010

It’s Part 4 of the 5-Part series on building lead-generation web forms on your website. Let’s get real. Today’s lesson is The Big 3 Delusions of Drip Marketing Campaigns–the next step in following up with sales leads. Here are the top 3 “no-no’s”: 1. Customers/subscribers/prospects/readers are dying to hear from you. No. They’re. Not. You [...]

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Web Forms Part 2: “Gimme Stuff, But I’m Not Your Sales Lead”

September 14, 2010

Today’s post is Part 2 of 5 articles on how to generate more sales leads with website forms. But first let’s talk about sales lead form abandonment when you feel “entitled” to your visitors’ personal information. Everyone knows that info on the internet wants to be free, right? I mean, you know that when you [...]

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How To Create a Lead Generation Website

September 7, 2010

One of my biggest a-ha moments in working with clients is realizing when they don’t understand the difference between their “brochure-ware” website and a website that’s positioned to generate sales leads and sales. In fact, the new term for lead-generating websites is Inbound Marketing, coined by web marketing software phenom, Hubspot. (This link will take [...]

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Copywriter Herzbrun: Mad Ave Glamour

July 19, 2010

A lot of foot soldiers contributed to the groundbreaking advertising created during the Mad Men era of the late 1950s and 1960s. David Herzbrun was one of them. In his 40+ year career as a copywriter he toiled for Doyle Dane Bernbach, J. Walter Thompson and Ogilvy, among others. Although creative directors and copywriters might argue the [...]

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Personalize Your Follow-Up Letters – Part 3

July 6, 2010

This is  Part 3 of my 5-article series on how to build lead-generating web forms. In this article I want to discuss the importance of relevant follow up. Have you ever submitted a web form and gotten a canned reply that had absolutely nothing to do with what you thought you signed up for? That’s [...]

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Ogilvy: “Direct Response Is my First Love. Later it Became my Secret Weapon”

July 6, 2010

I love the TV series Mad Men. I’ve always been a fan and a student of the post-WWII, baby-boomer advertising industry which started on Madison Avenue and invented consumerism worldwide. While the show’s writers spin award-winning weekly dramatic tales, the “advertising accounts” strategized about in Don Draper’s office and during 3-martini lunches are grounded in fact from the era. Amazingly, [...]

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The Secret To Blending the Perfect Margarita

May 4, 2010

I just love working with my Texas friends and clients. They always know the biggest and best recipes for having a good time. Years ago I worked with one of the country’s largest telecommunications companies, teaching their salespeople all about direct marketing.

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Reducing List Size Key To Email Marketing

May 1, 2010

Patrick Loo had an unusual marketing challenge: He wanted to shrink his list. Most marketers struggle with the opposite challenge. They want to build their list. The bigger the better.  But as a loan originator for 20 years and a former manager of a large mortgage office, Patrick’s database had grown in size to 9,500 contacts. Today [...]

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