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Convertabl

Quickly produce accurate quotes early in the sales cycle for faster wins

Overview

Convert every business opportunity with speed and precision by identifying your prospects’ needs and delivering a quote earlier in the sales cycle.

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  • Gain a competitive edge by sending quotes faster. Build customer confidence with faster quote generation to fulfil the prospect's requests before hanging up the phone or ending the conversation.

  • Enhance strategic planning with upfront lead value determination. Gather valuable customer insights during the initial stages of the inquiry process to enrich strategic planning. Assess the profitability of prospective leads against sales targets.

  • Automatically synchronise quotes against an opportunity. Ensure sales process best practices are followed when converting a quote with automatic quote synchronisation against an opportunity record. Enable your sales team to boost their effectiveness.

  • Input quote details on the go with mobile capabilities. Capture quote-related data in the field, to execute sales processes on the go.

When your prospects enquire, often the first company to send the quote wins the business. Beat out the competition by responding to your prospects faster with Convertabl. Strategically plan your sales efforts by foreseeing the value of a lead by referencing desired product quantities before engaging in a partnership. Convertabl allows your sales team to add products, quantities, and pricing to a Salesforce lead to generate a standard quote faster. With mobile functionality, your sales representatives in the field will have the ability to capture this information with ease. Simple configuration, fewer clicks, and instantaneous access to pricing gives your sales team an advantage in outpacing the competition.

Categories

Business Needs
Sales
Productivity
Quotes & Orders
Industries
Horizontal Product
Personas
Sales Representative / Manager
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
Salesforce Mobile
Supports Salesforce for iOS and Android.
No Limits
Lightning Ready
Multiple Currencies
Managed Package
Lightning App Builder
Salesforce Mobile

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