Eliminate duplicate entry and manual processing
Duplicate entry and manual processing are two of the main reasons quotes take so long to produce and often lead to mistakes and errors. By eliminating this extra work you streamline your sales process, get quotes in front of your customers sooner and significantly reduce the risk of scope creep and margin erosion.
Survey equipment records
Collecting accurate equipment information is critical to the accuracy and profitability of your maintenance contracts. Quadra has 3 ways of collecting the equipment data:
- Quadra Mobile Survey tool which fully integrates with the Maintenance Contract Quoting module
- Excel import into Quadra
- Direct entry into the system
Build trust through transparency
Quadra users like the fact that they have the option to work up a contract while onsite or online in front of the customer. They can see the anticipated effort for the various services and make adjustments to the frequency and scope to align with their budget. Customers know you are in business to make a profit so transparency in the sales process helps you gain trust and close more deals.
Comprehensive equipment and service maintenance library
Quadra has a comprehensive service library complete with 35,000 tasks/services that were created by industry experts and validated over years of service. Instead of starting from scratch, you can leverage the Quadra library and make changes based on your geographic region and other factors. Your service agreements can be as detailed or simplistic as needed.
More contracts, more pull-through work
Quadra is proven to close more contracts than other tools. Each new contract you win leads to an additional 2-3 times increase in your pull-through work and sales. A happy customer is a repeat customer!
Customizable proposal templates
Create comprehensive, professional maintenance contract proposals using customizable pre-configured templates. You can even have multiple proposal templates available for different services or business units.
Full visibility into the sales process
Being able to track every quote and proposal that goes out the door from one screen is incredibly helpful. The Dashboard and customized reporting allow you to follow up with customers and/or your sales team in real-time. Knowing your sales funnel and being able to act upon it will lead to more sales and happier customers.
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