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The Advantages Of Upgrading To A Bespoke Quoting Service Tailored To Your Business

Quintadena are more than a quoting software supplier. Our aim is to help companies actively improve their quoting service, by implementing a quote making software solution that is closely tailored to the needs of their business. This is only possible through an intensive consultation process in which we seek to understand each customer’s quoting process and their specific requirements – and this lets us recommend the right products and modules that offer the best value for money.

If you currently use an off-the-shelf quotation platform, there are several advantages to upgrading to a bespoke quoting service. Here are the main ones:

Personalised consultancy

At Quintadena we specialise in bespoke software builds and configurations to meet specific business needs. This starts with a personalised consultancy service in which we explore your business procedures and use an analysis of your quoting practices to plan a bespoke software implementation. Consultancy takes place through one or more face-to-face meetings, either in person or, since the pandemic, through MS Teams.

Project management

Migrating to a new software platform is a big deal, and can cause significant disruption if not managed correctly, so a big advantage of using a bespoke cloud quoting software service is the potential for individualised project management. Our team are specialists in software implementations. We know what we’re doing, how to ensure the project runs quickly and smoothly and, critically, what common problems could derail the project and how to avoid them.

System configuration and implementation

Choosing a bespoke build allows you to tailor your system configuration and features to meet your working practices and business model, shortening your learning curve and making your system more intuitive and relevant to your needs.

Aspects of your quoting software that can be configured include:

 Integrations with your CRM, ERP, accounting, marketing, and other business software platforms.
 Custom data imports and configuration of product lists, inventory, and service categories.
 Customisable user logins with different permissions and preferences– e.g. for salespeople, suppliers, third-party accountants etc.
 Personalisation of quotation and proposal documents for ease of use and to meet your brand guidelines.
 Software optimisation for efficient access on the types of devices used by your employees.
 On-premises implementation support.

Training and ongoing support

When you choose a bespoke software development with Quintadena, you get the benefit of tailored on-site or remote training and technical support above and beyond the basic materials provided by the vendor.
 Custom training for your sales, marketing, inventory management, and customer service teams, with course material relevant to their roles and access level.
 General admin and accounting training to reduce onboarding time and lower the risk of human errors.
 Follow-up and refresher training to weed out bad habits and improve efficiency.
Customers who choose bespoke training, experience a shorter implementation time, with fewer teething problems getting to know the software, and the ability to start getting the full value from the software within a shorter timeframe.

What next?

The first step to implementing bespoke quoting software is to get in touch for an initial assessment of your needs, so please feel free to request a call back through our online contact form. After discussing your requirements, we will send you a bespoke quote with our recommendations.

If you’re interested, we can then follow up the proposal with a consultancy session in greater depth, after which we can discuss an implementation schedule for your new software platform. And our involvement doesn’t stop there. We can also help you configure your software to your needs (including third-party integrations), oversee training for your team, and provide ongoing technical support. If you would like to discuss your requirements further, please give us a call on 0121 817 7918 today.

Image Source: Pixabay