Learn how to expedite your quoting process with integrated technology to beat your competition and win more sales.
In today's fast-paced market, the ability to present a professional looking quote to a client quicker than the competition could mean the difference between winning and losing the sale. Is it taking your sales team too much time to create a quote? If two sales people present a quote from your company to the same client, would the client think they were working with two different companies? Are you interested in automating your sales process? If you answered yes to any of these questions, you will not want to miss this on-demand webinar. This program is critical for any sales manager or executive that is looking to increase the effectiveness of their sales team and operations.
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Agenda
Why Use a Quoting Solution
- Word®, Excel®, CRM or Accounting Software to Create Quotes
- Speed, Standardization and Reporting
Integrating With Existing Infrastructure
- CRM
- Accounting and ERP
- Websites
- Vendors and Distributors
- On-Premise, Cloud, or Hybrid Cloud
Delivering the Quote
- In Person, Fax, Email, Online
Closing the Sale
- Creating Interactive Quotes - Give Options: Good, Better, Best
- Electronic Signatures
- Capturing Payment
Common Concerns
- IT Requirements
- Maintenance
- Costs
- Implementation Time
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More Program Information
Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Credits
OnDemand Course
This course was last revised on July 16, 2014.
Call 1-866-352-9540 for further credit information.
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More Program Information
Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Faculty
Brian A. Laufer
Aspire Technologies, Inc.
- Vice president at Aspire Technologies, Inc. in Orlando, Florida
- 13+ years of experience working with sales professionals and executives in all industries from one person organizations to Fortune 100 companies
- Brings a unique perspective from his experience on sales teams to providing sales training to actually developing solutions to solve quoting and proposal needs
- Experience working with over 20 CRM and accounting solutions from usage to writing integrations
- Frequent speaker, trainer, and recognized quoting and CRM expert
- Industry Awards: CRN Channel Chief, 2014, SMB 150 Winner, 2013, MSPmentor 250 List, 2013, MSPmentor 250 List, 2011 and MSPmentor 250 List, 2010
- Can be contacted at 407-248-1481 or [email protected]
Add to Wishlist
More Program Information
Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
All of your training, right here at Lorman.
Pay once and get a full year of unlimited training in any format, any time!
- OnDemand Courses
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- Course Manuals
- Executive Reports
- White Papers and Articles
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- State Specific Credit Tracker
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Questions? Call 877-296-2169 to speak with a real person.
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