Products and quotes
3 articles
- Managing Products, Prices, and Subscriptions in "Edara CRM"When a rep prices a deal from memory or an old price sheet, the customer gets a price that isn't the one in the system, or is promised an item that has run out, and the gap only shows once the customer agrees. And in companies that sell subscriptions next to hardware, a manager struggles to tell how much comes in every month, and how much of the revenue repeats and how much is paid once.
- Creating and Sending Quotes in "Edara CRM"When a rep builds a quote in a separate file, they copy items and prices by hand, get a figure wrong or miss a line, and send the customer a copy that doesn't match the deal. After sending it they can't tell whether the customer even opened it, so they call at the wrong time or wait for a reply that never comes, while old copies with outdated prices stay with the customer.
- Connecting "Edara CRM" to "Edara" and Pushing Deals as Sales OrdersWhen the sales team works in one system and accounts and warehouses in another, reps re-enter the customer, items and prices for every sale, names drift apart between the two, and records get duplicated. Reps don't see the real stock or what the customer bought before, and when the customer says yes the order is copied over by hand, so it reaches the warehouse late or incomplete.