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Harvest Solutions is the premier source for CRM software training and consulting in the greater Boston area and southern New England. We specialize in helping small and medium size businesses create greater efficiencies in sales and customer service.
Are you still using Microsoft® Word® or Excel® to create your price quotes? QuoteWerks is a much better solution, integrating seamlessly with contact managers like ACT! by Sage, GoldMine, KnowTia, Maximizer, Outlook, Sage CRM SalesLogix, and TeleMagic eliminating the need to re-type customer information. QuoteWerks also has it's own built-in contact database.
When QuoteWerks pulls the contact information into your quote, its innovative DataLink feature can automatically pull other information into the quote such as terms, sales tax rate, customer profile etc. Customer profiles can be used by QuoteWerks to determine the appropriate pricing a particular customer should receive.
You can personalize your print layouts with the built-in visual layout designer. The advanced print layout designer allows you to easily insert data fields from your contact manager into the print layouts. Then, when you print the quote, QuoteWerks will pull data from the contact manager fields that you specified resulting in a printed quote that includes information from your contact manager contact record.
Create and maintain your own products database, and import product information from files that your vendors provide. If you are in the PC industry, you can link QuoteWerks PC Industry Edition directly to the offline product price guides of Ingram Micro, and Tech Data (no importing required). A real-time web pricing and availability module is also available for Tech Data.
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