Managing Quotes and Converting them to Sales
Are you looking to increase your sales? Most companies would agree that a consistent increase in the percentage of quotes turned into sales is the ideal scenario. By looking at the systems and processes you already have in place, you can identify areas of opportunity for improvement in your sales funnel.
This article will discuss some systems that will help support carport, trailer, and portable building dealers’ strategies to manage quotes and convert them to sales.
Automation is Key
Eliminating the need for customers to submit inquiries and wait for you to generate quotes is a large part of increasing conversions. An automated system for capturing leads, creating designs and quotes, and making sales is the best way to keep a customer engaged with your offerings and ultimately make a purchase. Automation also takes care of repetitive tasks so that dealers can focus on being available to assist customers with their needs and questions.
Keeping the need for automation in mind, here are some things to focus on improving:
Product Packaging
In the carport, trailer, and portable building business, your product needs to be presented and packaged in a way that communicates the value customers are getting. Part of the product you offer is the design experience. You should utilize design software that dealers and customers can use to design products to the necessary specifications and generate pricing and contracts. This seamless experience will help show the value of your offerings.
Communication Strategy
A solid communication strategy is crucial for capturing sales quickly. When you receive customer inquiries, a prompt reply is key for moving them along the sales funnel. But strong communication shouldn’t stop with initial inquiries. It is crucial to use a system that will help answer customer questions and send follow-up communication as they move toward signing a contract.
Displaying a desire to resolve customer questions efficiently helps build trust. This is why automation in your communication strategy is such a huge benefit.
Client Relationship Management
Client relationship management (CRM) is unique to each company depending on how they handle interactions with potential customers and manage current customer information. Having a solid CRM system in place is crucial for keeping contact details sorted and overseeing what stage potential customers are at in the sales funnel.
Being able to easily keep tabs on where customers are in the purchasing process will help you know when to follow up, leading to more sales. A CRM can also help you with customer retention as it will assist with maintaining your relationship with them over time.
Rent-to-Own Agreements
For some customers who may experience sticker shock after seeing pricing, a rent-to-own (RTO) agreement may be beneficial. Offering RTO options lets customers be able to complete their purchase rather than putting it off because they can choose a monthly payment amount that will fit their budget.
Capturing More Sales with ServicePad
With the ServicePad system, carport, trailer, and portable building dealers can minimize low-value work time, focus on customer communication, and capture sales. Our built-in CRM makes managing customer information efficient, enhancing the dealer and customer experience.
ServicePad allows customers to design their carport or portable building to their needs and receive quotes, invoices, and contracts immediately. Customers can access 3D design software to develop their required carport or portable building. Once they have customized their product to the specifications they want, pricing is populated automatically. ServicePad’s POS system captures their information as they continue with the checkout process, offering payment and RTO options.
The automated pricing, work order, and contract generation are based on the specifications and numbers provided through the integrated design software, IdeaRoom. However, ServicePad can integrate with other design software and 3D customizers, making it simple to accommodate your design software needs.
Everything is done in real-time, without the time lapses between steps that traditional paperwork methods require.
If you are looking for a solution that will upgrade your manual systems to an automated all-in-one solution allowing you to convert quotes to sales, book a demo with us at ServicePad!
