Show navigation

Available in:

OnDemand Course

Sales Quote Automation: Benefits and Pitfalls

Learn how to expedite your quoting process with integrated technology to beat your competition and win more sales.

In today's fast-paced market, the ability to present a professional looking quote to a client quicker than the competition could mean the difference between winning and losing the sale. Is it taking your sales team too much time to create a quote? If two sales people present a quote from your company to the same client, would the client think they were working with two different companies? Are you interested in automating your sales process? If you answered yes to any of these questions, you will not want to miss this on-demand webinar. This program is critical for any sales manager or executive that is looking to increase the effectiveness of their sales team and operations.

Runtime: 55 minutes
Purchase Options

More Program Information

Why Lorman?

Over 33 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

Why Use a Quoting Solution

  • Word®, Excel®, CRM or Accounting Software to Create Quotes
  • Speed, Standardization and Reporting

Integrating With Existing Infrastructure

  • CRM
  • Accounting and ERP
  • Websites
  • Vendors and Distributors
  • On-Premise, Cloud, or Hybrid Cloud

Delivering the Quote

  • In Person, Fax, Email, Online

Closing the Sale

  • Creating Interactive Quotes - Give Options: Good, Better, Best
  • Electronic Signatures
  • Capturing Payment

Common Concerns

  • IT Requirements
  • Maintenance
  • Costs
  • Implementation Time
Purchase Options

More Program Information

Why Lorman?

Over 33 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

OnDemand Course

This course was last revised on July 16, 2014.

Call 1-866-352-9540 for further credit information.

Purchase Options

More Program Information

Why Lorman?

Over 33 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

Brian A. Laufer

Brian A. Laufer

Aspire Technologies, Inc.

  • Vice president at Aspire Technologies, Inc. in Orlando, Florida
  • 13+ years of experience working with sales professionals and executives in all industries from one person organizations to Fortune 100 companies
  • Brings a unique perspective from his experience on sales teams to providing sales training to actually developing solutions to solve quoting and proposal needs
  • Experience working with over 20 CRM and accounting solutions from usage to writing integrations
  • Frequent speaker, trainer, and recognized quoting and CRM expert
  • Industry Awards: CRN Channel Chief, 2014, SMB 150 Winner, 2013, MSPmentor 250 List, 2013, MSPmentor 250 List, 2011 and MSPmentor 250 List, 2010
  • Can be contacted at 407-248-1481 or [email protected]
Purchase Options

More Program Information

Why Lorman?

Over 33 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

All of your training, right here at Lorman.

Pay once and get a full year of unlimited training in any format, any time!

  • Live Webinars
  • OnDemand Webinars
  • MP3 Downloads
  • Course Manuals
  • Audio Recordings*
  • Executive Reports
  • White Papers and Articles
  • Sponsored Live Webinars

Additional benefits include:

  • State Specific Credit Tracker
  • Members Only Newsletter
  • All-Access Pass Course Concierge

* For audio recordings you only pay shipping

Questions? Call 877-296-2169 to speak with a real person.

Sign Up Today
With This Course

Access to all training products for one year
$699/year

Unlimited Lorman Training

With the All-Access Pass there is no guessing what you will need for your yearly training budget. $699 will cover all of your training needs for an entire year!

Easy Registrations

Once you purchase your All-Access Pass you will never be any further than one-click away from attending any Lorman training course.

Invest in Yourself

You haven't gotten to where you are professionally by luck alone; it's taken a lot of hard work and training. Invest in yourself with the All-Access Pass.

Product ID: 393305
Published 2014
Purchase Options

Available in Multiple Formats

Purchase this course and learn on your schedule!