At one point or another, we've all done it. We've prepared a quote in Word or Excel because it was readily available, and there are templates to make it look easy. The problem is when this approach creeps into your everyday quoting practice, it can prove much more of a hindrance than a help.
Here are the four main reasons you should not let your salespeople quote with MS Word or Excel:
Professional Appearance: Excel or Word documents are a poor representation of your company. If you
Software add-ons that are made to work with all CRM’s will always be a little weaker than those designed to work with one. The simple truth is each CRM works a little differently, they use different API technology, and have different methods, so it’s naturally harder to make an add-on where one size fits all.
That was our thinking when we designed the Linktivity series of online products, and most specifically the new Link2quotes Team Edition. Link2quotes Team Edition was designed by Act!
Between November 2021 and February 2022 Keystroke lost approximately 20% of our staff to poaching. Our story is not especially unique, as this has become increasingly common in the tech sector.
Thankfully these positions have all been filled in recent months and while we’re well on our way to recovering. Unfortunately, we recently discovered some Q1 renewal processes that had slipped through the cracks, specifically where they related to our VIP support plans.
From January through April the
In the first week of March, we introduced Link2quotes, the final product in our Linktivity Suite. At the time of launch, Link2quotes was a terrific program that instantly converted existing opportunities into quotes. Since the launch date, though, we realized that for this program to be widely adopted, users needed to be able to do everything within our quoting console, so we added a number of new features to help them more easily create and close quotes.
The new features are as follows:
the
