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Part 6 – Other Features and Functions

Sales Leads and Proposals

Overview

This feature is included with Quantrac 2005 Professional. It is also available as an add-on option for Quantrac 2005

Standard edition.

Quantrac 2005’s Sales Lead/Sales and Quote module is a fully integrated feature, which allows you to create sales

leads for existing and prospective customers. The Sales Lead may be tracked from first contact with your

prospective customer with the generation of a Sales Lead; through generation of an unlimited number of Sales

Quotes, through the Installation process with attached Service Calls and Installation Assignments. The sales effort,

composition and presentation of multiple Sales Quotes, Job Costing, Installation, Serviced Calls, Preventive

Maintenance Contracts and Visits, etc. are all fully integrated.

Finally, after a Sales Lead has been archived, it is automatically divided between “Successful Sales” and “Sales Not

Closed” for sales closing ratio calculation.

With this module, you can also generate an infinite number of Sales Quotes for any Sales Lead and print formal

Sales Proposals. If you subsequently close the sale, the system will create the Installation from the Sales Lead and

selected Quote. If that function is chosen, the system will automatically generate a Job Cost from the sales quote’s

itemized data. The text for Sales Quotes can be derived from Quick Text; thus streamlining and standardizing the

entire process.

By itemizing every part necessary for a job (including labor) within the Sales Quote, you are much less likely to

overlook costs.

You can also create and save “Templates,” which allow you to quickly generate standard sales quotes and avoid the

tedious task of reentering commonly used parts and services.

Print options include an internal “Sales Worksheet” (a list of all sales quote information) and the formal customer

Proposal.

Creating a Sales Lead

The normal progression from initial customer contact to sales proposal creation is depicted in the following flow

chart:

Business activity usually begins with a telephone

call, walk in customer, email, or some other

communications between a potential or existing

customer and your office.

An example would include your office receptionist

obtaining potential customer information, gained

from a telephone call. Or, your salesperson may

initiate the Sales Lead. In any case, a new Sales

Lead form should be completed for each potential

sale. This information will be retained in Quantrac

2005 until manually deleted.

the sales appointment

customer and jobsite.

Create new Jobsite if

applicable. Record

appointment and print

sales worksheet for

field evaluation.