How does QuoteWerks work with Outlook BCM? |
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CompatibilityQuoteWerks integrates with Outlook BCM 2007 and 2010 (English versions only). In addition to the integration that QuoteWerks has with Outlook, the Outlook BCM integration adds the following functionality:
QuoteWerks Creates/Updates Sales Opportunities in Outlook BCM When saving a quote, QuoteWerks automatically creates or updates a Sales Opportunity under the Oppotunities for the Contact in Outlook BCM. When you are in Outlook BCM and select Opportunities for this contact you will see the sales opportunities and their sale amounts for each quote you have created for this Outlook BCM contact. The Sales Opportunity feature is very useful in determining your projected cash flow.
There is even an option that enables you to specify if you would like QuoteWerks to write the individual line items from the QuoteWerks Quote to the Outlook BCM Opprotunity.
QuoteWerks closes sales opportunities in Outlook BCM 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 Outlook BCM Sales Opportunity into a "Closed as Won' sale. If no Sales Opportunity exists in Outlook BCM (This would be the case if a customer called to place an order without requesting a quote first), QuoteWerks will simply create a new "Closed as Won" Sales Opportunity in Outlook BCM.
In Outlook BCM, 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. | ||
