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QuoteWerks and GoldMine

See a Better Way to Create and Manage Quotes and Your Sales Pipeline!

QuoteWerksSee how you can use QuoteWerks with GoldMine Premium Edition to streamline your quoting and proposal process. We will create a quote from start to finish highlighting how QuoteWerks integrates with GoldMine CRM throughout the sales process. 

See how fast and easy it is to build your Sales Pipeline at the same time you do quotes!

We will cover the following key points in this presentation:

  • How to leverage your CRM database to build and access quotes
  • Constructing a quote with a price book or ad hoc items
  • Saving and accessing the original quote as well as future revisions
  • Building your sales pipeline and follow-up at the time you do your quote
  • Presenting your quote with a better appearance
  • Associating literature and other documentation with your quote
  • Q & A
Date:
Wednesday May 30, 2012
Time:
2:00 PM - 3:00 PM EST
Cost:
FREE

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