ARTICLE

Automated sales system

07 March 2013

New from In Depth Managed Services is a unique automated sales system.

New from In Depth Managed Services is a unique automated sales system.

Phase 1 of the system is an online quoting resource and has been launched within the windows and industrial division.

The facility allows the sales and management team to provide quotations electronically via email and the Internet. It eliminates the need for paper copies and speeds up the agreement and sign off process.

Once a quote is prepared, an email is sent to the customer that contains a link where it can be viewed, accepted and a PDF copy downloaded if required.

The system, which was developed in partnership with Workwise,went live in January 2010 and has received positive feedback from customers.

Phases 2 and 3 are currently under development.When launched, the window or industrial team will have the ability to obtain electronic signatures from clients, generate a payment and invoicing process and further reduce paperwork within the division.

Project leader,Gary Johns explains the advantages of the system: "The quoting facility reduces the time required sending a quote and receiving acceptances resulting in the reduction of lead in time before commencing a new project."
 
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