Notify Salespeople of New Opportunities, Move Items Between Pipelines & Predict Revenue

If staff in your office enter opportunities and assign them to a salesperson this notification can now be done at the click of a button:

Pipeline

The salesperson receives an email with a link to the opportunity.

Moving to Another Pipeline

An opportunity can be moved to another pipeline by clicking on the item menu and selecting ‘Move Pipeline Item’:

movepipeline

This moves it the start stage of the new pipeline.

Predicting Revenue

To improve the accuracy of sales forecasts and sales pipeline analysis you can now enter the expected close date (‘Expected Date’) and a weighted value is calculated from the probability (e.g. a potential sales with the of value £10,000 and a probability of 50% will be given a weighted value of £5,000).

In the next few weeks, we will be rolling out more improvements to help add up all the opportunities in a pipeline.

 

 

Use Reminder/Chaser Emails for Quotes – Set the Number of Days – Sent Automatically

Take the drudgery out of remembering to chase quotes – Quikflw can automatically send reminder emails to your clients. This can include a link or the PDF again.

You can set up as many reminder emails as you want in a sequence, specifying how many days after sending the quote an email will be sent. Set up one-off emails or ones that will be added to all new quotes.

Find out more here.

 

New: Clients message you from the Quote Web Page

Rather than phone or send you an email, your prospects and clients can now message you directly from the quote and job web pages:

ClientDialogue

You get an email notification that the customer has left a message and you can see this on the quote or job, in the ‘Messages’ tab:

ClientDialogue2

If you respond using the tool, the client gets an email:

ClientDialogue3

They click on the link to respond and see the rest of of the message trail next to the quote or job.

This means that your conversations about a quote can be kept within the system and linked to the quote. You can also use the internal notes tab for comments you don’t need the client to see.

If you have set up a default email for quotes to be sent from, or you have connected to Quikflw to your mail system, this email will come from that rather than the Quikflw one.

 

 

New: Designate quotes, jobs, invoices, etc., with a type such as Installation, Service, Emergency, SLA24, SLA48, etc..

Manage your different types of work with ‘Business Type’. You can set up as many as you need and then designate your quotes, jobs/projects/sales orders, purchase orders, invoices, and delivery notes. View on the list screen to help manage your resources, and export to Excel to improve your reporting.

Find out how to get started with this here.

New: Currency Conversion – Automatically Convert One Currency to Another When Adding Items to Quotes, Jobs, Invoices and Purchase Orders

When you buy items in a different currency to your sales currency, Quikflw can now convert the cost price from the buying currency to your sales currency when you add it to a quote, job, invoice or purchase order.

As exchange rates change you can quickly update a whole quote, job, invoice or purchase order to use the new rate.

Find out more here.