Follow-Up: The Best Ways Of Using Filters And Queries

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Home » Quotes & Estimates » Follow-Up: The Best Ways Of Using Filters And Queries
When you are dealing with hundreds of customers and send a number of quotes to them every week, organizing them can be daunting. The foremost priority of every business is to close more deals in stipulated time to maximize profit.
You have been chasing a potential customer for months and got to know that your competitor has won the client. You might be racking your brains that how a potential client can all of a sudden chose the counterparts? The reason behind this might be the follow-up process. If you find it hard to sort the quotes and fail to keep a check on every potential client, then you may end up losing potential customers while exerting efforts in engaging with the wrong ones.
But how can you sort and filter the quotes to keep a check on each prospect? Here are some efficient ways to use filters and queries to do the job while saving a lot of time:
  • Use relevant queries and filters to sort the quotes, no matter which tool you are using to keep the track

  • Organize the quotes by status or opportunity type at first place to fee yourself up from the hassles

  • Filter the quotes according to the current situation or status in the sales funnel

  • Whenever you hear back from the customers, update the status immediately

  • Assign the status like accepted, canceled, or pending to filter the quotes accordingly

  • Use dates to identify when a project or purchase could happen

How to use filters and queries in Osmos?

Filtering the quotes is the first step to follow-up on the customers, and there are numerous tools called CRMs that can be used to follow-up after quotes. As we know, time is the crucial element in the sales process; thus, an efficient quotation tracking software should be used to save time and win the deal. Osmos Cloud is a quote automation tool that is a hybrid between CRM and sales management software. You can either track the prospect and use the CRM to track the quote module. Apart from creating and sending quotes, keeping a check on each is also quite handy.

• The customers get an option to accept, reject, add a comment, or to place the electronic signature with the mouse. Thus, enabling you to filter the quotes according to the current status. Just enter the query, and the relevant results will be shown within a few seconds.

  • You can use the queries of date to sort the quotes that will organize the quotes accordingly. You will be able to keep track of the follow-up as the quotes that were sent earlier should be followed-up earlier to ensure the prospect doesn’t get enough time to go to your competitors.

  • Apart from this, quotes can also be filtered by the name of the assigned seller, which allows you to evaluate the “performance” of different salespersons effectively.

  • Quotes can also be filtered by the performance of each quote in the sales funnel by using the queries of “accepted, rejected, or no response.”

As everything is going digital and the competition is increasing day by day, businesses need to invest in quote automation tools to get a competitive advantage over others. Getting in touch with the clients more often, describing your offerings in detail, and sending personalized follow-ups can help you in closing more deals.
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