09 Jun
In today’s business world, preparing quotes quickly and accurately plays a critical role in managing sales processes successfully. Especially for small and medium-sized enterprises, it’s still common to manage offers using general-purpose tools like Excel and Outlook. However, these outdated methods often lead to time loss, errors, scattered data, and unprofessional proposal formats.
Among the most common needs of our clients are: creating fast, error-free, and visually professional proposals; easily tracking the proposal process; receiving notifications and reminders about proposal status; adding internal notes; and enabling upper management to report on proposal performance effortlessly. Additionally, recording products, materials, and services used in proposals as centralized master data—and integrating this data with ERP systems to ensure seamless workflow—has become essential.
This is exactly where the ERM CRM Quotation Management and Tracking Software comes in. It not only meets customer expectations but also transforms the entire quote management process with its advanced features—making it fully digital, streamlined, and delivering a flawless experience.
Challenges in the Quotation Process and ERM CRM’s Solutions
The challenges companies face during the quotation preparation and follow-up process not only lead to wasted time and resources but also undermine the professionalism of sales operations. Let’s take a closer look at these issues and the effective solutions offered by ERM CRM.
1. Time Loss and Errors with Excel and Outlook
Preparing quotes in Excel is time-consuming and error-prone, especially for complex offers. Formula mistakes, version mismatches, and formatting issues are common. Recreating templates from scratch and manually entering data each time consumes valuable time and reduces the productivity of sales teams. Incorrect pricing, missing product details, or calculation errors can damage your company’s reputation and result in financial losses. Sending quotes via Outlook makes tracking and follow-up even harder.
ERM CRM’s Quotation Tracking Software fully digitizes the quotation process, enabling you to create accurate and complete quotes in just minutes. With professionally designed templates, you can easily generate visually appealing quotes that reflect your brand. Plus, you can send quotes instantly via email through the CRM and track all responses and updates within the system.
2. Lack of a Professional and Corporate Quote Format
Excel templates often fall short visually and fail to reflect your brand identity. Formatting each quote individually is time-consuming and inefficient. Meanwhile, visually weak and non-corporate proposals create a poor first impression on potential clients. Unprofessional formats cast doubt on your company’s seriousness and reliability.
With ERM CRM, you can design professional quote templates tailored to your business and generate different quote variants with more than 30 automatic parameter checks. You can easily add product images, technical specifications, customer-specific PDF attachments, and references. Thanks to multi-language support, you can also prepare professional quotes for international clients. ERM CRM helps you stand out from competitors with quotes that reflect your brand identity and make a strong impact.
3. Tracking Quotes and Receiving Notifications
Waiting for a response after sending a quote and trying to track the process manually is a burden. Logging updates and coordinating within the team is difficult in Excel and Outlook. When client feedback, revisions, and approvals are managed in a scattered way, sales opportunities may be missed. Sales teams cannot send follow-up emails, receive alerts, or take notes through CRM—resulting in coordination problems and gaps in customer communication.
ERM CRM keeps you informed with system notifications and reminders. You can log all updates, client responses, and important notes directly within the software. This way, every team member can access a shared pool of information, eliminating communication gaps. Internal communication and process management become more transparent and efficient.
4. Reporting and Analytical Tracking for Top Management
Relying on Excel reports to measure quotation performance and help top management analyze sales processes often results in incomplete data and time-consuming efforts. Executives cannot monitor quote performance in real time or follow the entire process through comprehensive analytics. This lack of visibility makes strategic decision-making harder and limits growth potential.
With ERM CRM’s powerful reporting module, all aspects of the sales process—quotes, team performance, profitability, and more—are monitored in real time with detailed visual analytics. This empowers management to make informed decisions quickly and confidently.
5. Master Data Management and ERP Integration
When product, material, and service data used in quotations is not centrally managed, it leads to confusion and time loss. Manually entering the same data for each quote compromises master data consistency. Importing data from Excel puts data integrity at risk. Additionally, lack of integration with ERP systems slows down business workflows.
ERM CRM stores all your products, materials, and services as centralized master data. This means you no longer have to re-enter data for each new quote, ensuring consistency and saving time.
Thanks to ready-made integrations with popular ERP and accounting systems like Mikro, Netsis, Logo, and Uyumsoft, stock status, order history, and customer account details are instantly visible within the CRM. Once a quote is approved, it’s automatically transferred to your ERP system as a sales order. This creates a seamless, error-free, and fast workflow from sales to procurement. The integration eliminates manual data entry and significantly reduces the risk of errors.
6. Controlling the Quotation Process with Approval Workflows
For large or critical quotations, managerial approval is often essential. However, in manual processes, managing this approval mechanism becomes time-consuming and difficult to control.
ERM CRM includes an approval workflow that allows managers to review and approve quotes before they are sent to the customer—especially when they exceed predefined discount or profitability thresholds. This safeguards against financial losses and potential disputes with clients.
All these challenges slow down the sales cycle, lower customer satisfaction, and ultimately reduce profitability. This is where ERM CRM’s Quotation Preparation and Tracking Software goes beyond meeting modern business expectations—it delivers additional, smart solutions that elevate your entire sales process.
Key Features of the ERM CRM Quotation Module
The ERM CRM Quotation Preparation and Tracking Module is a comprehensive solution designed to fully digitalize, optimize, and bring control to your company’s entire quotation process. Let’s take a closer look at its powerful capabilities:
Visual Quotation Preparation
Create visually rich quotations that speed up your potential customer’s decision-making process. Impress your clients with professional-looking quotes enhanced with product and service images.
Version Control for Revised Quotations
Easily track different versions of a quotation by linking them to the original. See what was changed, when, and why—ensuring full transparency throughout the revision process.
Item-Based Forms and Technical Details
Add technical specifications or detailed data fields for each item (product, material, etc.) in your quotation. This flexibility allows you to tailor each proposal to your customer’s specific needs.
Easy Data Import from Excel
Quickly import your existing master data into the system using Excel. This speeds up the transition process and minimizes manual data entry.
Discount and Profitability Limits
Define discount and profitability thresholds in line with your sales policies. ERM CRM automatically checks whether these limits are exceeded—giving your sales team room to negotiate while protecting your company’s profitability goals.
Profitability Analysis with Cost Tracking
When you input your material or service costs, the system automatically calculates the profitability of each quote. This allows you to see the profit potential instantly and develop smarter pricing strategies.
Flexible Quotation Templates
Customize your quotation format using nearly 30 parameters before exporting to PDF. Quickly generate different versions of your offer without repetitive formatting tasks.
Multilingual Quotation Support
Do you work with international clients? Thanks to multilingual support, ERM CRM allows you to prepare professional quotes in multiple languages—helping you compete more effectively in global markets.
Predefined Terms and Conditions
Save time by setting your standard legal and commercial terms in advance and applying them to each quotation automatically. You can still customize them per quote to ensure consistency and compliance in every offer.
Attachment of Supporting Documents
Enhance your quotations by adding reference documents, product catalogs, or any PDF files requested by the customer. This makes your offers more comprehensive and informative.
One-Click Order Creation
Convert approved quotations into orders with a single click. Easily prepare import packing lists and proforma invoices based on the order. This feature speeds up your sales cycle and ensures data accuracy.
Supplier Management and Automated Purchase Orders
Assign suppliers to each item in your quotation and automatically generate purchase orders upon approval. Purchase orders can be routed through approval workflows and, if needed, transferred to your ERP system—ensuring a smooth procurement process.
Quick Item Selection and Bulk Additions
Accelerate the quote creation process with smart features like quick item selection, bulk item addition, and exporting item details to Excel.
Grouping and Pricing by Category
Organize your quotations into sections such as Product Groups, Labor, Expenses, etc. ERM CRM automatically calculates subtotals and grand totals for each group—making the financial breakdown crystal clear for both your team and your customers.
Approval Workflow for Quotations
Link your prepared quotations to internal approval workflows. With role-based authorizations, you stay in control of approvals. Ensure that high-value or sensitive quotations are reviewed and approved by the right people—minimizing risk and improving governance.
Customer-Specific Price Lists
Define special price lists for each customer and quickly select from them when preparing quotes. This ensures pricing accuracy and speeds up the process.
Quotation Tracking via Mobile App
Thanks to Android and iOS mobile apps, you can view and monitor quotations anytime, anywhere—even while on the go.
Multi-Currency Quotation Support
Create quotations in different currencies and let the system automatically convert prices using up-to-date exchange rates.
Currency-Based Quotation Reports
Generate retrospective reports showing the total value of quotations in foreign currencies—giving you multi-dimensional insights into your sales performance.
Instant Notifications and Reminders
Stay updated with real-time notifications about your quotations. Get instantly notified when a quote is viewed, approved, or rejected—so you never miss a critical update.
Live Stock and Order History
While preparing a quotation, your sales team can instantly access material stock status and order history directly within the CRM. This ensures fast access to accurate information.
Transform Your Quotation Process
Say goodbye to the inefficiencies of managing quotations through Excel and Outlook. ERM CRM’s Quotation Management Module helps you fully digitize your quoting process, reduce manual errors, speed up operations, and enhance your professional brand image.
Prepare accurate quotations in minutes, track the entire process end to end, take instant notes on developments, generate detailed reports for upper management, and ensure seamless workflow with ERP system integration.
Experience the difference ERM CRM brings to your sales cycle and unlock new levels of performance and efficiency.
Ready to explore this powerful tool that will shape the future of your business?
Meet ERM CRM Quotation Management and Tracking Program—and revolutionize your sales process.
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