QuoteWerks is a highly varied and technical CRM quoting solution. In terms of configuration options, customisation, and features, QuoteWerks remains unbeatable, and one of its key strengths is its ability to integrate with a huge variety of CRM platforms and well-known CRM solutions. We’ve pulled together the core benefits of a QuoteWerks CRM integration, why it is so essential for QuoteWerks users, and how it can help businesses maximise the value of their quotation software.
What is QuoteWerks CRM Integration?
The QuoteWerks CRM integration, also known as the PSA integration bridges the gap between your existing CRM and your dedicated quoting software. It is the perfect way to streamline your quoting and quote follow-up process through complete communication between all of your most-used software.
How Does QuoteWerks Integrate With CRMs?
Quintadena is the leading expert in bespoke integrations and can create a custom integration between your customer relationship management system and your dedicated quoting system. This produces a seamless communication between the two softwares enabling all users to be able to access information from both in one place.
The CRM Integration Process
The process of integrating your CRM with your quote-making software varies from application to application. With some supported CRMs, for instance, you may be able to affect integration using a simple wizard or tutorial, while other applications such as older CRM versions or bespoke software may need a tailor-made API. In either case, integration can be a delicate process that is ripe for time-consuming delays and mistakes which can be both frustrating and expensive to resolve.
At Quintadena, our team combines over 45 years of experience in managing QuoteWerks integrations for all types of business, so our goal is to make the process as quick and easy for you as possible. Where there is in-built integration capacity, we can project-manage the process for you during software implementation.
We also provide after-sales technical support available by phone during office hours if you run into any problems, or have questions about migrating data. All other CRM integrations can be managed through our QuoteWerks API, a custom application that forms a seamless bridge between QuoteWerks and your CRM, enabling two-way access and automated updates between the two platforms.
How Can CRM Quoting Software Benefit Your Business?
When it comes to creating an all-in-one quoting and customer management system, the benefits speak for themselves. CRM integration eliminates the need to make data entries independently on each platform. This is a huge and immediate time-saver and also prevents missed updates and duplications, which can cause havoc for collaboration among remote teammates.
One of the advantages of QuoteWerks over other, similar, platforms, is its capacity to integrate sales quotes with a wide range of business processes, so by accessing your CRM, your quotation process can be integrated with inventory management. This enables salespeople to retrieve crucial data from the same system, speeding up the quote process and keeping everyone on task.
After integration, your quoting system will feature workflows with alerts and reminders that feed directly into your CRM. This will help keep everyone on your sales team on the same page and ensure that the requirements of your customers are not lost in translation, missed in error, or routed to the incorrect person.
What CRM Systems Can QuoteWerks Integrate With?
Quintadena offers bespoke integrations with a number of CRM systems to create a time-saving and efficient CRM CPQ system. We’ve listed a few of the most common automatic integrations below.
- ACT!
- ACT for web
- Autotask
- ConnectWise
- GoldMine
- Google Contacts
- Maximizer
- Microsoft Dynamics CRM
- Microsoft Outlook (and Outlook Business Contacts Manager)
- SalesForce CPQ
- SalesLogix / Infor CRM
- SugarCRM
- Zoho CRM
To see the full list of QuoteWerks CRM integrations, visit their website.
Looking to Revolutionise Your Quoting With an Industry-Leading CRM Integration?
Quintadena is the world’s number one QuoteWerks specialist and can create a custom QuoteWerks CRM integration that fits your business needs. To find out more about our custom integrations or any other aspect of QuoteWerks or find the perfect system for you, contact our team now online or by calling 0121 669 1111 now.
Alternatively, find out more about our free consultation and QuoteWerks demo.