What is an Internal Quote Tool for Sales Teams?

An Internal Quote Tool using Stylish Cost Calculator is a powerful estimate generator that empowers your sales team to provide accurate, on-the-spot quotes using company devices like iPads or in-store computers. This quote maker streamlines calculations and estimations, allowing your team to generate professional price quotes quickly and efficiently during client interactions.

Who Can Use This Feature?

This internal price quote feature is ideal for:

Retail sales teams
B2B sales representatives
Customer service representatives
In-store consultants
Field sales agents

For example, a furniture store salesperson can use this tool on a tablet to provide instant, customized quotes for customers based on their selected items and any customizations.

How It Works & Use Cases

Let's see how this internal quote generator works for a sales team:

In-Store New Customer Sign-ups - A sales representative meets with a client in-store or during a field visit.
Trade Shows - A sales rep at a trade show can have an iPad with the estimator (cost calculator), ready to give instant quotes.
Door-to-door Sales - Using a company tablet or computer, the rep inputs the client's requirements into the Stylish Cost Calculator.

The tool instantly generates an accurate, itemized price quote based on the input.
The rep can immediately show the quote to the client, make real-time adjustments, and even email or print it on the spot.
The quote is automatically saved in the system for future reference and follow-ups.

What It Looks Like

Here's an example of what your internal quoting tool might look like on a company tablet. Notice how the interface is clean and easy to use, allowing for quick inputs and clear presentation of the quote.

Setting Up Your Internal Quoting Tool

Setup

Install Stylish Cost Calculator - Add this powerful estimate generator plugin to your company's internal WordPress site.
Configure Quote Settings - Customize the calculator interface for easy use by your sales team, including product/service options, pricing tiers, and discounts.
Device Compatibility - Stylish Cost Calculator is automatically optimized for various devices, so you don't need to worry about compatibility with company tablets and computers.

Settings & Options

Adjust settings to match your sales process, such as adding conditional logic for product dependencies or upsells. Set up user roles to manage access levels for different team members. Enable integrations with your CRM or inventory management system for seamless data flow.

Tips for Success

Train Your Team - Provide comprehensive training to your sales team on using the tool effectively.
Regular Updates - Keep your product catalog and pricing information up-to-date in the system.
Offline Functionality - Configure the tool to work offline for field sales representatives.
Analytics Integration - Use the tool's data to gain insights into popular products or services and client preferences.

Video tutorial

Additional Information

All Elements & Features

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Updated on: 09/11/2024