8 benefits of using quotation automation tools  how does Sellizer work?

If you are interested in business, you probably know that nowadays you no longer have to guess what happened to your quotation after sending it. You don’t have to waste time asking “Have you seen my quotation?”. You don’t have to spend hours on processes that can be easily automated (automatic follow-ups will do the “dirty work” for you, saving you time). It’s no secret that there are tools on the market that automate and shorten the sales process. One of them is Sellizer, which we took a closer look at and will use as an example to show you the benefits of using this type of solution. See for yourself!

Salesperson…

Your job is difficult, and your daily problem is uncertainty due to insufficient knowledge about the customer’s attitude towards our offer – especially at the stage of familiarising themselves with it. The greatest inconveniences arise when we cannot present the offer to the customer in person and can only send it by email. Once the proposal leaves your inbox, you have no idea what happens to it next.

You don’t know, so you write/call with the dreaded question: “Have you had a chance to review my offer?” These attempts often end in failure, right? The customer asks you to contact them at another time because they haven’t had a chance to review your proposal yet. And then the contact breaks off, and you feel frustrated because you have failed again… The solution? The right tool! Just as a mechanic never parts with his screwdriver, a salesperson should have his tools.

What do you gain with Sellizer?

  1. Do you know if the customer has opened your offer?

If you are tired of calling and asking “Have you seen my offer yet?”, we have another solution. You can find out right away. What’s more, you have access to information about how long the customer viewed your offer, how much time they spent on each page, and when they closed it.  You also know what happened to it next: was it sent or printed? Sounds good, doesn’t it?

  1. Increase your chances of closing a sale by up to 9 times.

According to Inside Sales research, if you contact the recipient within 5 minutes of them opening the offer, your chances of making a sale increase up to 9 times. And you know exactly when your “5 minutes” are up, because you will receive an SMS notification.

  1. Gain useful information during your first conversation with the customer.

Thanks to real-time statistics, you can see what the customer spent the most time viewing and what elements they skipped. So you already know what interested them the most, what needs clarification, and whether the customer ignored all the content and scrolled straight to the price :). You already know how to start the conversation and can easily prepare for any awkward questions. You have the advantage 🙂

  1. Save time.

You can use automation to save a lot of time. Personally, we automate everything we can, which is why we really like this feature. One of them is the follow-up module, which allows you to create an automatic series of messages sent from your e-mail address to a potential customer, which will gently bring up the topic.

  1. Continuously improve the effectiveness of your offers.

If you know which elements of your offer interested customers the most and which were overlooked, you can draw conclusions and make changes. If the recipient immediately went to the end of the file because they were only interested in the price list, maybe it is worth not sending offers but presenting them at a meeting? If you have a pricing strategy, that’s fine, but if you compete on quality and added value, comparing your offer with the competition is the only way to go. Repeating patterns can be a suggestion for you as to what to change in your offer. Maybe changing the order of the pages is enough? Or maybe the solution is to remove or add certain information or leave some of it for the meeting?

Are you a sales manager?

If so, your priority is not only to increase sales, but also to save time and resources and to have up-to-date knowledge about your team’s performance. The number of offers sent by salespeople may seem satisfactory, but the data in the CRM does not always translate into results. What could be the reason for this? Is the offer poorly constructed, or perhaps the problem lies in the planning and organisation of the sales process?

Why do we think this software is worth considering?

  1. You constantly monitor the work of your salespeople.

As the sales team administrator, you have access to weekly reports on your sales representatives’ activities. You receive them at your e-mail address and also have constant access to them directly in the system. The reports are intuitive and transparent, allowing you to see in just two minutes which sales representative is performing best and which may need help.

If you have a better understanding of the activities of your team and each of its members, you are able to solve potential problems and plan the entire sales process more effectively. By having control over the implementation of the sales plan, you can be sure that the right decisions are made at the right time.

  1. You save time and labour costs.

According to the Sellizer team’s observations, out of 100 customers who received an offer, only 2 responded. The rest need to be followed up with to ask if they have already reviewed the offer. Half of salespeople give up after the first reminder, and according to research, 80% of sales require as many as 5 reminders. So how can you expect to close the sale?

What does it look like without Sellizer? Let’s assume that a salesperson sent 100 offers, 98 of which remained unanswered, so they decide to send a follow-up. They spend about 15 minutes on each one (that’s how long it takes to find the data in the CRM system and then make a phone call, which usually goes unanswered. So they have to repeat it or write a message and make an appropriate note in the system). Adding up all this time, it totals about 24 hours per month! In our opinion, that’s too much.

And how does it look with Sellizer? Thanks to reports, the salesperson knows that out of 100 proposals sent, 75% have been opened. They do not have to call and ask, “Have you had a chance to review my offer yet?” – because they already know. As we calculated earlier, each follow-up takes 15 minutes, which means that the salesperson has already saved about 19 hours per month on reminders alone. As you can see, simple automation can save you a lot of time.

  1. You increase sales.

The statistics that salespeople receive provide them with detailed information about the offers they send. This streamlines their work and makes it much more effective. They no longer have to act intuitively, they can plan their activities consciously. This significantly increases their efficiency and confidence. If they are confident, the customer will be too and will buy your product. And you are closer to achieving your sales plan. And that’s what it’s all about.

You can already see how much you can gain from automating your quoting process. Tools such as Sellizer are, above all, a huge time saver – both for salespeople and sales managers. You also know that increasing sales does not have to mean more work, quite the contrary. Consider whether it is worth automating the quoting process and schedule 20 minutes in your calendar now, or delegate it to the right person in your company. 😉

Remember that Sellizer is completely free for 14 days.

Try Sellizer for free

Why did we add this article to our blog? When we find something interesting, we analyse whether it can be useful to us or our customers. If so, we become a partner of that solution. Commissions are not a motivation for us because we do not plan to focus on generating revenue from hundreds of affiliate programmes, but only from the activities of our agency. However, if there is something that may be useful to our customers, we want to show it to them. We do not want to engage in active sales and promotion of a given solution, so for this purpose we need blog posts that help us automate such educational processes, and we leave commissions for the promotion of posts😉 If there are areas in your business that you can automate by writing an article on a given topic, do so. I suggest starting with the most frequently asked questions from customers.

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