5 Great Tips When Using Quotes - Macquarie Partners
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5 Great Tips When Using Quotes

5 Great Tips When Using Quotes

This post was featured on the xero blog, we thought we might shares it, great tips!

1. Ensure your sales quotes are properly constructed

A sales quote is often the first impression of your business that you give to prospective clients. Every quote that you send out should tell the client a little bit about your business. It should detail the prices, costs and services that they’re expected to receive. Include terms and conditions in plain English. Make sure the branding of the quote is consistent with your business’s brand (different looks and experiences will confuse your clients). And, most importantly, use a call to action at the end through an acceptance or modification process. A clear and simple quote increases the chance of a sale the first time and reduces the back and forth effort.

2. Send a quote within 24 hours

It’s a good idea to use cloud software to quickly prepare and send quotes on the spot or immediately after an initial meeting. This efficiency helps you to respond to an opportunity anytime, anywhere – without the need to return to the office to construct a quote.

3. Embed a quoting engine on your website

You may not always be able to meet your client in person. But a quoting engine on your site speeds up the process and allows customers to do business with you 24/7.

4. Follow up within two to three days of sending

Sometimes, business or industry protocol dictates when you should follow up. However, it is always best that you strike while the iron’s hot. Once you’ve quoted, follow up between 24 to 48 hours after to ensure that the client has received and understood the quote. This is a good way to get in front of your client and give the quote every chance of being accepted.

5. Ask the questions and learn from mistakes

Always remember to ask potential customers why they didn’t accept your quote. You may learn that you need to improve the sales or quote process, or perhaps clarify the content within the quote. Regardless, there’s a lesson to be learned from every quote.

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