March 18, 2020 – 11:30am EST:
Quote Management is an integral part of any sales process. With Gold-Vision you can simply create accurate, branded quotes in just a few simple clicks!
Register for this webinar and you will learn how to:
- Quickly create simple or complex quotes without needing to leave your CRM
- Build up your quote based on your standard products and services, or special one-off line items
- Have defined price and discount structures per client
- Keep track of your margins while creating your quote
- Make client-facing versions using templates of your choice
- Increase speed of quote approval using electronic signatures
- Co-ordinate multiple quotes for the same sale opportunity
This webinar will last approximately 20 minutes plus an additional 10 minutes for a Q&A opportunity at the end.
About the Presenter(s)
Simon is a former Gold-Vision client who joined the team 7 years ago. His career includes working as Account Director for McCann Erickson, a global marketing agency, setting up and running the International Contact Centre for Bentley Motors at the launch of the Continental GT model, and the setting up and running of CRM at Nautor’s Swan, a luxury yacht builder based in Italy. He went on to build emerging markets for Swan including Russia and the Far East and especially China, all using Gold-Vision as a core tool for retaining clients and developing new ones. On finally returning to the UK he joined Gold-Vision in a new business capacity. In his spare time, Simon is a keen photographer of yacht racing and is also a member of a charity dedicated to the restoration of historic ships, which holds the Queen’s Award for Preservation.