POWER SYSTEMS INTERNATIONAL
MAKE ENQUIRYCLIENT
Power Systems International Ltd
WHAT THEY DO
BUSINESS CHALLENGES
- Staff spending too long on sales documentation
- Inaccurate and inconsistent quote formats and data
- Customising sales processes and quotations for different market sectors
- Increasing the conversion rate of quotes to wins
THE SOLUTION
PSI now use the Seamless CRM quoting add-on, Seamless Opportunities, to prepare and manage all of their quotes.
The Problem
PSI wanted their expert sales team to “be people not emails”, focusing their efforts on building relationships with prospects and customers, not on time-consuming sales documentation. Nevertheless, they still required a robust, accurate quotation management tool to help them to compile timely, winning quotations and help to improve conversion rates.
PSI were using Excel spreadsheet tools with out-of-the-box Act! Opportunities to manage complex product data and spending a long time customising quotes from scratch, exposing them to lots of human error in data transfer and a lengthy checking process.
The Solution
Donald Page of Seamless CRM reviewed the needs of the business and recommended its off-the-shelf quote management add-on, Seamless Opportunities Foundation, providing on-site support to assist the PSI team to map its sales process, set up its product list and install the add-on.
Paul Berry, MD at PSI, says “Although we had to work on ensuring our sales process data was well organised and well thought through, Seamless Opportunities helped us to do this and once set up the system is very intuitive and flexible.”
The Outcome
- Sales staff freed up to focus their effort on relationships with customers, not quote documentation
- Quotes are accurate and consistent
- Average quote preparation time has been reduced from more than an hour to half an hour on average
- By opening up underused features in Act!, like groups and companies, Seamless Opportunities has unlocked the power of Act! to the business, meaning that the benefits have been exponential
Paul Berry describes his company’s experience of this solution like this:
“Using Seamless Opportunities forces you to think through your sales processes and get your product information right, but the Seamless CRM team help you do that. Once its set up, you produce a much better quality quote, quicker. We now focus our attention on winning the sale not on the paperwork. Added fields and calculated fields give richer data, not only for quoting purposes but also to build a better quality database and enable deeper analysis.”
Sometimes its the little things that matter too – Paul loves the fact that he can scan in the sales team’s signatures and add them to the quote as a file to give that personal but professional touch.
Categories:
SEAMLESS OPPORTUNITIES POWERS UP ACT!
We produce a much better quality quote, quicker and focus our attention on winning the sale not on the paperwork. 
SEAMLESS MAKES LITE WORK OF BUILDING QUOTES
Seamless Opportunities Lite addresses my three big quoting needs - automatic numbering, mail merge and document management. Perfect! And its cut 80% off the time it takes to prepare a quote!
OFF-THE-SHELF YET BESPOKE
Seamless Opportunities is a cost-effective off-the-shelf solution that works, delivered with bespoke customer service.
SAVING TIME WITH SEAMLESS OPPORTUNITIES
The biggest benefit of Seamless Opportunities is the time it saves. The other day I had 16 quotes to write. These would have taken me all day to do without Seamless Opportunities but I whizzed through them. With all of my products loaded I can just pick and go.
WHO’S USING SEAMLESS OPPORTUNITIES?
Seamless Opportunities is a simple, competitively priced quotation add-on for Act! that delivers really good functionality, including quoting in different currencies and synchronisation for remote users. What a wonderful bit of software!
