Syncler Use Cases
Create efficient quotations directly in the CRM system
Creating quotations is an everyday part of sales, but the process is often error-prone and time-consuming. Does it have to be this way? We say no.
With the Syncler quotation widget, the need to constantly switch between systems is eliminated. It brings quotation creation directly into your CRM — the place where you already work.
In this article, we will demonstrate how it works and explain the added value that the quotation widget offers in practice.
The topics at a glance:
- What is the Syncler quotation widget?
- Maximum flexibility when creating quotations
- User-friendly article management
- Efficient dispatch and structured filing
- Conclusion: Greater efficiency, greater overview, greater success
What ist the Syncler quotation widget?
The Syncler quotation widget is a cross-system add-on. It can be integrated directly into the interface of your CRM system as an iFrame, regardless of which system you are using. It enables flexible and efficient quotation creation. Data is obtained from various connected systems, such as the ERP system, in a contextual manner.
Maximum flexibility when creating quotations
The quotation widget offers the greatest possible flexibility in terms of connection and operation when set up and used correctly. You can use items directly from the CRM or other connected systems. Pricing also takes graduated and promotional prices into account. Quotation items can also be defined as standard, alternative or optional. Discounts can be applied at both the item and offer levels.
User-friendly article management
Interrelationships in articles, such as configurations, can easily be moved and subordinated using the drag-and-drop function. Automatic numbering adjustment saves additional work.
The quotation is previewed in real time directly in the system. This allows changes to be checked and visualised immediately.
Efficient dispatch and structured filing
Once the quotation is ready, it can be sent directly from the CRM system as a PDF. At the same time, it is stored in the relevant data record for seamless documentation and easy traceability.
Conclusion: Greater efficiency, greater overview, greater success
The Syncler quotation widget brings order, speed and transparency to the preparation of quotations. It intelligently connects systems, data sources and processes, saving your sales team time while reducing the risk of errors. You can access up-to-date information at any time and compile quotes in a structured, flexible manner. You benefit from intuitive operation and seamless integration into your system landscape.
The result? Less effort, faster response times, and more satisfied customers. Your sales department can focus fully on its core activity of selling once again.
