QuoteWerks 4.0 integrates with ACT! 2009

QuoteWerks integrates with ACT! 2009 and allows users to benefit from the contact manager’s many useful features.  Users can utilize QuoetWerks to streamline their sales quoting process and track their sales progress in the latest edition of ACT!, realeased today from Sage Software.  In addition to the latest edition of ACT!, QuoteWerks is compatible with the following versions:

• 4.0
• 2000/5.0
• 6.0
• 2005/7.0
• 2006/8.0
• 2007/9.0
• 2008/10.0

 

Let’s take a look at how QuoteWerks integrates with ACT!:

QuoteWerks pulls ACT! contact information into the quote:

From our Sold To / Ship To tab of the QuoteWerks quote workbook, with a simple click of a button, QuoteWerks will fill in the contact information in the quote by pulling the contact information from the contact that is currently selected in ACT!. You will never have to re-type your customer information.  QuoteWerks also allows you to define which fields in ACT! should be used for the Ship To contact information (All supported versions of ACT!).

QuoteWerks pulls other ACT! contact information into the quote:

When you select the ACT! contact to use in the quote, our innovative DataLink feature can automatically pull other information from ACT! into the quote such as customer terms, customer sales tax rate, customer profile etc. Customer profiles can be used by QuoteWerks to determine the appropriate pricing a particular customer should receive (All supported versions of ACT!).

QuoteWerks lets your search the ACT! database for a contact to use in the quote:

QuoteWerks Contact Search for ACT!

From our Sold To / Ship To tab of the QuoteWerks quote workbook, you can search the ACT! database for a contact by name, company name, last name or phone number. QuoteWerks will fill in the contact information in the quote by pulling the contact information from the contact that you searched for. You will never have to re-type your customer information. Additionally, any secondary contacts listed under the Secondary Contacts tab will be retrieved and available for selection. (ACT! 2005, 2006, 2007, 2008 and 2009 only).

QuoteWerks prints information pulled from other ACT! fields:QuoteWerks has a built-in print layout designer that allows you to customize the look of your quote. The print layout designer also allows you to easily insert data fields from ACT! into the QuoteWerks print layout. Then, when you print the quote, QuoteWerks will pull data from the ACT! contact fields that you inserted into the print layout resulting in a printed quote that includes information from your ACT! contact record. This feature is different from the DataLink feature (described above) in that this extra data is pulled from ACT! and printed, but not saved with the quote. When you need to save the information pulled from ACT! into the quote, you would use the DataLink feature. So, for example, if you are using a field in ACT! to store the contact’s assistant’s name, you can insert that ACT! field into the print layout so that when the quote is printed, the assistant’s name will be printed on the quote, but not saved with the quote (All supported versions of ACT!).

 

QuoteWerks Creates Notes/History attachment in ACT!: 

Create/Update Options for ACT! Record

When saving a quote, QuoteWerks automatically creates a link to the quote under the Documents tab in ACT! (2005/2006/2007/2008/2009).  In versions of ACT! prior to 2005, the link is created under the Notes/History tab in ACT! that links to the quote you are saving.

When you are in ACT! and select the Notes/History tab, you will see all the quotes that you have done for this ACT! contact. For ACT! 2000 users, the name of the quote is displayed in the Regarding column in addition to the quote number. You can even double-click on the attachment, and QuoteWerks will open and display the quote the attachment refers to. This feature is very useful for organizing and finding your quotes from within ACT! (All supported versions of ACT!).

QuoteWerks Creates/Updates Sales Opportunities in ACT!:

QuoteWerks creates/updates saless opportunities in ACT!

When saving a quote, QuoteWerks automatically creates a Sales/Opportunity under the Sales/Opportunities tab in ACT!. When you are in ACT! and select the Sales/Opportunities tab, you will see the sales opportunities and their sale amounts for each quote you have created for this ACT! contact. The Sales/Opportunity feature is very useful in determining your projected cash flow. In ACT!, you can run forecasted sale reports that tell you how much income will possibly be generated from all the quotes you have generated. These reports also let you know when these quotes are estimated to become orders which again helps you estimate your cash flow. If you need to forecast your sales for each individual product you are selling in the quote, QuoteWerks has a built-in reporting module that can create such a report. (ACT! 2000/5.0, 6.0, 2005, 2006, 2007, 2008, and 2009 only).

QuoteWerks Creates/Updates updates completed Sales Opportunities in ACT!:

QuoteWerks creates/updates completed sales opportunities in ACT!

We create quotes with the expectation that the quotes will become orders. When the customer accepts the quote, QuoteWerks will convert the quote to an order and also convert your existing ACT! Sales Opportunity into a completed sale. If no Sales Opportunity exists in ACT!  (This would be the case if a customer called to place an order without requesting a quote first), QuoteWerks will simply create a new completed Sales Opportunity in ACT!. The Sales Opportunity will be marked as completed and listed under the Sales/Opportunities tab in ACT!. In ACT!, you can run reports that tell you how much income was generated from the orders you have received. QuoteWerks also has a built-in reporting module that can create similar reports. (ACT! 2000/5.0, 6.0, 2005, 2006, 2007, 2008 and 2009 only).

QuoteWerks schedules Follow up calls in ACT!:

QuoteWerks schedules follow up calls in ACT!

When saving a quote, QuoteWerks offers to schedule a follow up call for you in ACT!. By scheduling follow up calls, you increase your chances of closing the sale! The follow up call will be listed under the Activities tab in ACT!. (ACT! 2000/5.0, 6.0, 2005, 2006, 2007, 2008, and 2009 only).

QuoteWerks schedules Meetings in ACT!:

QuoteWerks schedules meetings in ACT!

When saving a quote, QuoteWerks offers to schedule a meeting for you in ACT! that is related to the quote. By scheduling meetings at the time you create the quote or order, you won’t ever forget to take care of all the details related to your quote or sale.   The meeting will be listed under the Activities tab in ACT!. (ACT! 2000/5.0, 6.0, 2005, 2006, 2006, 2007, 2008, and 2009 only)

QuoteWerks schedules To-do items in ACT!:

QuoetWerks schedules To-do items in ACT!

When saving a quote, QuoteWerks offers to schedule a To-do item for you in ACT! that is related to the quote. By scheduling to-do items at the time you create the quote or order, you won’t ever forget to take care of all the details related to your quote or sale.  The to-do item will be listed under the Activities tab in ACT!. (ACT! 2000/5.0, 6.0, 2005, 2006, 2007, 2008, and 2009 only)

Logs e-mails sent from QuoteWerks in ACT! history:

QuoteWerks has a built-in e-mail client allowing you to e-mail the quote to your customer with a single-click. Your customer’s e-mail address is automatically pulled from the ACT! contact information, and after the e-mail has been sent the e-mail is logged in ACT! history under the Notes/History tab. (All supported versions of ACT!)

QuoteWerks can pull lookup list information from ACT!

Many of the fields in QuoteWerks have a lookup list option. When you press the F2 key while in one of these fields, QuoteWerks will display a list of values that you can choose for the field. You can create a macro value that pulls information from a field in ACT!. For example, if you press the F2 key while in the terms field in QuoteWerks, QuoteWerks will display a list of terms options that you have previously entered. You can create a new option that retrieves a value from a field in ACT! that you use to store your terms. (All supported versions of ACT!).

QuoteWerks creates ACT! toolbar buttons:

QuoteWerks creates ACT! toolbar buttons inside ACT! that make it easy for you to start QuoteWerks, and create a new quote, order, or invoice by simply clicking on the toolbar item (ACT! 5.0 and 6.0 only).

What does a current QuoteWerks user have to say about the ACT! Integration?

“I wanted to let you know that we have been very impressed with QuoteWerks and your organization.  The application works seamlessly with ACT! and has all the features that we would want like the automatic scheduling of a follow up, the installation of the document link and the auto fill buttons.Your technical support is also the very best we have encountered over the years.  There is always a live person available when you need them.  We love QuoteWerks!  Thanks for your services.” – Kamron Kirkconnell, Interior Technologies

Companies Can Now Offer Real-Time Pricing and Availability To Their Field Sales Force Via QuoteWerks.

Open beta test announced for the free QuoteWerks Real-time Server Application

ORLANDO, FL (PRWEB) August 12, 2008 — Aspire Technologies, Inc., a leading provider of sales quoting software solutions for the global small and midmarkets, announced today the open beta test of its real-time server application, a free offering for manufacturers or distributors in the United States who wish to offer real-time pricing and availability to their field sales force. 

 

Virtually all manufacturers and distributors depend upon either outside independent sales agents or outside field sales reps to acquire customers and sell the company’s product line. The process of quoting product for a customer is often times very tedious and time consuming given that the field sales agent must manually obtain product and pricing information and then enter that into a quote. This process is prone to errors from any number of reasons including the quoting of discontinued items; the use of incorrect pricing; and other human error factors to name a few. Inventory levels are also frequently unknown at the time of quoting, which can lead to customer service issues later for both the sales agent and the manufacturer or distributor who faces the cancellation of an order and the potential loss of a customer.

 

In addition to manufacturers and distributors, any company who has a field sales force and/or regional sales offices can also utilize this application to enable the real-time communication of price and availability changes to the company’s products via the internet.   “Our goal with the real-time server application is two fold, not only do we want to address the challenges often associated with manual quoting processes and field sales support, but we also want to further enhance the benefits associated with an automated quoting process as offered through QuoteWerks,” explains John C. Lewe, IV, president of Aspire Technologies, Inc.  “Aside from the ability to obtain real-time price and availability information, the real-time application will allow sales reps to obtain product data sheets and provides links to manufacturing websites relating to the products included in the quote.  By giving the sales representative as much information upfront, and in a real-time environment, a company stands a greater chance of winning the sale and, more importantly, the customer.”

 

 

Real-Time Server Configuration Screenshot

 

 
The real-time server application offers companies:

·         Rapid configuration and deployment, which is achieved through single screen settings and the ability to test query settings every step of the way.

·         Secure access by authorized sales reps only.  Bi-directional communication between the sales rep’s instance of QuoteWerks and the company’s real-time data is achieved through XML feeds with encrypted user credentials and passwords ensuring that only those with access are permitted to initiate the real-time query.

Those companies who wish to participate in the beta program will benefit from:

·         Configuration and deployment support from QuoteWerks, ensuring that the application is correctly configured upon set-up.

·         Ability to provide vital feedback to the QuoteWerks development team on the application and desired changes and enhancements.

 

Companies who wish to participate in the beta test of this application are encouraged to contact Keith Carrington, Vice President of Sales and Marketing for QuoteWerks via email at keith@quotewerks.com or by calling (407) 248-1481.  The beta test is open to all companies in the United States.   There is no charge to participate in the beta program, although any field sales representative who participates in the beta must run QuoteWerks.  This application will work with all three editions of QuoteWerks 4.0.

 

Additional information regarding the real-time server application may also be obtained by contacting Keith Carrington with Aspire Technologies, Inc.  A commercial release date for this product offering has not been announced and is pending the results of the public beta program which is slated to run for the duration of this year.