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Vorstellung quote 2 0

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Vorstellung von quote 2.0, einem in Salesforce integrierten Angebotstool zur einfachen, grafischen Erstellung von Angeboten per drag & drop.

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Vorstellung quote 2 0

  1. 1. quote 2.0: Angebotserstellung für Salesforce Michael G. Frohn General Manager, salesfactory42 mfrohn@salesfactory42.com © www.salesfactory42.com
  2. 2. Zielgruppen und Nutzen •  Entwickelt vom Vertrieb für den Vertrieb in Unternehmen –  schnelle Angebotserstellung (auch nur mit Tastatur) –  Stets aktuellen Überblick über Angebote, -Bindung, -Historie •  Gesteigerte Kundenzufriedenheit –  Schnelle und übersichtliche, einfach zu verstehende Angebote –  Zusammenarbeit im Team für besseren Service wird vereinfacht •  Höhere Transparenz, rechtliche Sicherheit und korrekte Zahlen –  Überblick über offene Angebote für das Management –  Eindeutige, revisionssichere Angebote mit Historie –  Aktuelle, korrekte Zahlen und Produkte im Forecast © www.salesfactory42.com
  3. 3. quote 2.0:" Voll in Salesforce integriert •  Voll in Salesforce.com integriert –  ISO 27001 zertifizierte Sicherheit und Hochverfügbarkeit –  Daten verlassen zu keinem Zeitpunkt die sichere Salesforce Rechenzentren –  Volle Flexibilität, Anpassungen, Reporting, Mobile Solutions, etc. •  Grafische, intuitive Benutzeroberfläche –  Schnelle und einfache „drag & drop“ Erstellung von Angeboten –  Einfügen von Textbausteinen, Freitext, Summen, Alternativpositionen •  Optimierte Prozesse für das Angebotsmanagement –  Unterstützung mehrerer alternativer Angebote –  Abbildung von mehrstufigen Partner- Vertriebsprozessen –  E-Mail Versand und Auftragseingang mit automatisiertem Aktualisieren der alternativen Angebote und der Opportunity © www.salesfactory42.com
  4. 4. Erstellung eines Angebotes •  Einfach Template oder bestehendes Angebot laden •  Produkte ergänzen •  Mengen und Preise anpassen •  Als PDF per E-Mail versenden •  Fertig. © www.salesfactory42.com
  5. 5. Alternativpositionen •  Position markieren •  Als Alternative kennzeichnen (Icon) •  Produkt wird automatisch eingerückt und bei Summen / Forecast nicht berücksichtigt •  Fertig. © www.salesfactory42.com
  6. 6. Abbildung mehrstufiger Vertrieb •  Unbegrenzte Anzahl Angebote pro Opportunity möglich •  Verbindung von bis zu drei zusätzlichen Accounts zu einem Angebot •  Versand per E-Mail als PDF an ein einen der Accounts •  Sichtbarkeit von Opportunity / Angebot bei allen Accounts •  Schneller Überblick über Partnervertrieb © www.salesfactory42.com
  7. 7. Workflows und Prozesse •  Genehmigungsprozess für Discounts •  Erinnerungen an ablaufende Angebote für den Vertrieb •  Automatisches Deaktivieren offener Alternativangebote bei Auftragseingang •  Automatisches Schließen der Opportunity bei Auftragseingang •  Zuordnung von Umsätzen aus dem ERP-System zu den Opportunities (optional) © www.salesfactory42.com
  8. 8. Überblick quote 2.0 Funktionen • Einfache und schnelle • Templates und Textbau- Angebotserstellung steine für Standardisierung • Unterstützung mehr- • Aktuelle Zahlen, Produkte stufiger Partnervertrieb und Forecasts • Versand per E-Mail mit • Zuordnung ERP-Umsätze revisionssicherer Historie zu Angeboten (optional) • Automatischer Update • ISO-Zertifizierte Sicherheit Alternativangebote bei der Salesforce-RZ‘s Auftragseingang © www.salesfactory42.com
  9. 9. Live-Demo quote 2.0 Buchen Sie Ihre persönliche Live-Demo: salesfactory42 Consulting Team Tel. 089 / 878 0 676 -24 info@salesfactory42.com mehr Informationen: www.salesfactory42.com © www.salesfactory42.com
  10. 10. © www.salesfactory42.com
  11. 11. www.salesfactory42.com" Salesforce Consulting Partner info@salesfactory42.com 089 / 878 0 676 -0 salesfactory42, München © www.salesfactory42.com

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