Improve Customer Communciation with QuoteWerks
Updated April 08, 2015
Improve Customer Communciation with QuoteWerks
Score 10 out of 10
Vetted Review
Verified User
Software Version
4.9
Modules Used
- Basic Quote Werks
Overall Satisfaction with QuoteWerks
We use QuoteWerks to create and disseminate product quotes to our customers. As a small business owner with one full time employee(me), I was spending up to 30 minutes preparing one quote. I needed a solution that allowed me to develop a quote in a very short amount of time. Once I found, evaluated and implemented QuoteWerks I cut quote preparation time down to less than 5 minutes. In addition I like how it integrates with my Act! CRM. Act! become an easily accessible repository for the quotes in its native file format along with a PDF copy. As a small business, I know that I have just scratched the surface of its capabilities. But for those of you looking to improve your response time to customers, save time and channel that newly available time to other customer contact activities and develop a bank of product data, QuoteWerks is a wonderful solution to keep you organized and focused on customers.
- Organize product data, costing, pricing and images in one central location
- Quickly prepare and disseminate quotes
- Time saved is redirected to other business management activities
- Interface with Act! CRM keeps quotes organized by customer
- Tech support is excellent for the few times I have had to contact them
- None that cross my mind
- Efficiency
- Customers love the quick turn on quote
- Professional appearance of the quote
QuoteWerks is the only application I have used other than Excel which was too time consuming.
Using QuoteWerks
1 - Sales and managment
1 - I support the product myself.
- Quote development
- Quote dissimination
- Quote storage in a central location (Act!).
Evaluating QuoteWerks and Competitors
Yes - Excel
- Product Features
- Product Usability
- Vendor Reputation
- Third-party Reviews
No change
QuoteWerks Implementation
- Implemented in-house
Change management was minimal
- As with any software package, getting to know it and set it up
- I did have a few questions which tech support quickly and professionally walked me through
QuoteWerks Support
| Pros | Cons |
|---|---|
Quick Resolution Good followup Knowledgeable team Problems get solved Kept well informed No escalation required Immediate help available Support understands my problem Support cares about my success Quick Initial Response | None |
Yes - Yes, it is part of the annual support and upgrade policy
I recently implemented a new computer and tech support gave me easy to understand directions for moving the application to the new computer. No hitches.
Using QuoteWerks
| Pros | Cons |
|---|---|
Like to use Relatively simple Easy to use Well integrated Consistent Quick to learn Convenient Feel confident using | Lots to learn |
- Product data base set-up
- Delivery of the quote via email
- Adding products to the quote
- Moving a product to a sub-folder.
Yes, but I don't use it