From Opportunity to Order
 
From Opportunity to Order

inspHire CRM - From Opportunity to Order

From Opportunity to Order

  • Raise Quotes against CRM Accounts – All quotes raised in inspHire can instantly be seen in inspHire CRM against the contact or account allowing full drilldown to an exact copy of that quote. inspHire will automatically create an Opportunity making management of sales pipeline and following up quotes simple. Whether you win the business or not inspHire will automatically update the inspHire CRM Opportunity as a 'gain' or a 'loss' allowing sales analysis at any time.
  • Raise Quotes Against Non Account Customers – inspHire allows quotes to be raised against customers who have not yet been given an account code so quoting prospects is easy and simple, to both process and track.
  • Quote Conversion – inspHire tracks all quote conversions whether you choose to do this from inspHire or CRM itself  Reports can be run to see information such as quote conversion, success and reasons for quotes being lost.
  • Access to Current Rental and Sales Contracts – Any Live rentals or sales orders can be viewed or amended directly from CRM subject to the users access rights. No need to change screens or go to another menu option.
 From Opportunity to Order