Inside Sales Reps find themselves with a wide variety of tasks throughout their day: from specifying to handling direct sales lines to assisting other sales reps to creating quotes and invoices. The list can go on-and-on.
Repfabric can be an integral part of the success of the Inside Sales Rep as they work to complete the intricate facets of their responsibilities.
In this September 3rd Webinar, we showed the ins-and-outs of Repfabric that will benefit those of you who are Inside Sales Rep.
We’ll explore the life of the Inside Sales Rep and demonstrate how easily they can organize everything from A-to-Q: Activity Journals to Quotes!
Below you will find segmented portions of the webinar to look at the various aspects and scenarios individually.
Introduction
Mission 1: Building Up The Contacts
Mission 2: From Prospect to Payment
Introduction to Quotations
Mode 1: Quote Orchestration for a Single Manufacturer
Scenario #1
In this scenario, John shows how to handle a request for a quote for one manufacturer using an outside price list for pricing and responding through email.
Scenario #2
In this scenario, John shows how to handle a request for one manufacturer using Repfabric for the pricing. The ISR will respond to the email thread to notify the OSR.
Scenario #3
In the scenario, John shows how to handle a quote for one manufacturer using Repfabric for the quote creation and sending the quote through Repfabric webmail to the OSR.
Scenario #4
In this scenario, John shows how to handle a request for a quote for one manufacturer using an external system (such as ISQuotes or Oasis) for quote creation and logging a quote system-generated email into the original opportunity.
Scenario #5
In this scenario, John shows how to handle a quote for one manufacturer using an external system (such as ISQuotes and Oasis) and sending the quote back in email, both the same thread and in a different email thread.
Mode #2: Quote Creation Workflow
JOBS: How to Handle Quotes for Multiple Manufacturers
In this scenario for Jobs, John focuses on a request for a quote for multiple manufacturers using an external quoting system.
