Empower Sales with a Price Quote Tool
Challenge
When members of the sales team met with prospects, they were unable to quote prices on the spot. They had to do a lot of back-and-forth communicating with the CEO, which created a major bottleneck. The sales process was slow, tedious, and difficult to track, and it sometimes led to lost sales.
Solution
When meeting with a prospect, their Formstack sales quote form guides the sales rep’s conversation and collects important data like equipment needed, users, and support needs. The form then automatically calculates a price quote dependent on the answers, and it can be easily adjusted in real time. Once the quote is finalized, an email is automatically sent to billing for proposal creation.
Results
