Sales root folder
This feature creates a set of folders for sales
How this feature creates benefits
This feature supports companies in the structured management of offers and sales activities. It provides a clear overview of open, issued, closed and rejected offers, as well as a weighting of project budgets based on probabilities. This gives you a sound basis for forecasts, controlling and controlling your sales processes.
- Transparent overview of all offers by status and period
- Weighting of budgets by means of probabilistic data
- Support of controlling and sales management through structured lists
How it works
This feature creates the folder “Sales” in the system including various subfolders for quotations, offers, sales activities and controlling.
- Quick offer search with targeted filter options by status and period
- Listing of offers with status selection as well as filter options by customer and project
- Overview of ongoing sales processes thanks to daily activity list
- Clear controlling with annual overview and forecast
- Consideration of sales probabilities with the status “Accepted”, “Completed” or “Rejected” including a weighted presentation of the budget
Knowledge Base Articles
Prerequisites
Modules “Services & CRM”, “Budget & Phases”
Related features
Supply management and forecasts, Sales pipeline and opportunities
Frequently asked questions
How do I write an offer?
You create a new offer in Vertec on an existing project or a case. Firstly, you select the service types or project phases and assign them to the offer. Budgeting is done in the next step. A clear advantage: Project planning and creating of offers is directly connected, which saves you a lot of time throughout the process. Further information on creating an offer is provided on the relevant page.
Can I track my offers and make them visible to all employees in my company?
Get an overview of all offers that have been sent. You can make this view globally visible to all users. This way, each and every employee of your company knows which offers are active and pending.
How can I test Vertec without obligation?
You may test Vertec for 30 days free of charge and without obligation in your personal test environment.
Start your free trial now.
How long does it take to create and submit a quotation with Vertec?
In Vertec, you first create your project structure. Subsequently, the individual project phases or work packages can be added to an offer per drag & drop. In addition, you can also link externally generated offers to your projects in Vertec with just a few clicks.
Can I create multiple quotation templates?
You can create several templates for offers and save them in Vertec. This makes sense for different business areas, target industries or languages. When creating a new offer, simply select the appropriate template. Depending on the offer, different text modules can be saved and used.
