• Completely automate the quotation process and reduce potential errors.
  • Tightly integrated with the Price List Module and Microsoft Word.
  • Model compelling data through the Report Writer Module and learn more about the business drivers.
  • Provided you have a proxy you will be able to view other users quotation seamlessly.
 

 

Refreshingly, Account Manager will completely automate and manage the process of creating quotations and if you use the price list module you will reduce the time needed and the number of potential errors. If you have Microsoft Word™ the marriage is made in heaven because Account Manager will be your cockpit but the actual quotation will be created in Microsoft Word™.

Account Manager is fully scaleable. All the modules come together to build a complete sales methodology that is centred on identifying the compelling event within the sales cycle, and what needs to happen by when.