If you're in sales, the start of every month is a pain. Not only do you go from hero-to-zero with each monthly reset of your quota, but there is a lot of pipeline management to be done. For instance, you have to decide which quotes should be killed, and which ones pushed, and regardless of what you decide, each and every one of them has to be individually touched, edited, and resent with those updates. And this includes updating the quote and the opportunity each time.
If you carry a big pipeline from month-to-month as I do, this proved to be a time-consuming task that typically took our sales reps the first two days of each month to complete.
That was how it used to be anyway. Since last June when we switched to Link2quotes, that process has been reduced to 5 minutes in total. I know because I updated all my quotes this morning.
The difference is now we can batch-edit quotes & Opportunities in one step. For instance, this morning I did the following:
In both cases, the quotes and the Opportunities were updated simultaneously, and all the customers involved sent their revised quotes. It was that simple. Yes, there may be cases where some promotional pricing will have to be edited individually, but those are now the exception and not the rule.
In short, I was done updating all my quotes & Opportunities in minutes this morning, and now I can focus on June sales. If any of this sounds familiar, try switching to Link2quotes, and you'll love the start of each month as I do now.