Many are still using PowerPoint and Word to make offers for customers. There’s nothing wrong with that. But it might be easier to create offers and then use the same documents for invoicing. Like in good old CRM. Product prices should come directly from the system so that you don’t have to wonder what the prices were.
Create customer details
- Upload customer documents needed for the case
- Allocate time and steps on how to move forward with the case
- Show your team where you’re going with the project
- Make an offer
- Create tasks and events
- Close the deal and think about the next case you’re going to sell
- Invoice and see if the time used is in correlation with the billing.
Following the phase of customer projects
There are different phases for different sales projects. It could help you a lot to list these phases in their own view and see what’s important at the moment. You should also see if the project is won or lost so that you get data about efficiency and how much money is coming in.
Some cases might be invoiced by the hour. Then time tracking is something to consider. It could help a lot to show how many hours are used to a certain projects. That way you can invoice the actual hours directly from the same system, no copy-pasting from different platform to another. Just one ERP to take care of it all.