Sales /Quotation Mgmt

Several of our clients had been struggling with finding a simple, easy-to-use, efficient system for capturing their sales, quotation, and proposal processes. They were using lots of spreadsheets and documents to plan and execute sales activities for projects. The solutions that we developed standardized the workflow and made work more efficient so that the sales teams could scale more effectively. At 123Go, we use our CRM solutions to more effectively target and manage our sales funnel and activities during project handoff.


Example Phases:
- Prospecting
- Quoting
- Proposing
- Delivering


Records
- Companies
- Contacts
- Sales Initiatives
- Sales Activities
- Quotes
- Proposals
- Invoices / Purchase Orders
- Project Requirements


Solution Interfaces
- Administrative view of records
- Sales rep view of companies, contacts and follow-up activities