Salesforce partner salesfactory42 enhances SaaS- CRM by graphical, user friendly quote generation

Salesforce partner provides graphical quote tool based on new quote feature of the Winter 10 release

Michael Frohn, General Manager salesfactory42
(PresseBox) ( Munich, Germany, )
salesfactory42, the Salesforce development and consulting partner specializing in integrating customer relationship management (CRM) and project management, is one of the first development partners to use the new Winter 10 release quote feature to generate quotes directly from the leading SaaS-CRM solution

salesfactory42's quote tool quote 2.0 enhances the new quote functionality via features such as alternative products, alternative quotes, unlimited quote templates, PDF generation with e-mail delivery, and automated workflows, e.g. at order entry. Via leading Adobe Air graphical user interface technology, the quote tool is designed for drag & drop usability and ease of use.

The tool is fully integrated in Salesforce as an native application, i.e. customer data will not leave the secure Salesforce data centers at any time. Quote 2.0 provides increased productivity and can significantly speed up the quote generation process.

Key features of quote 2.0:

- Easy drag & drop quote creation
- Alternative line items and alternative quotes with correct opportunity forecast
- Support of multi-tier channel sales and multiple partner for opportunities
- Full quote history (for each partner)
- PDF generation with custom templates and e-mail delivery
- Easy update of products per opportunity
- Quote management and workflows, e.g. at order entry

"The integration, drag & drop user interface, and easy-to-use e-mail delivery of PDF quotes are big time-savers. Judging from our project experience, customers only need half the time to create professional quotes", says Michael G. Frohn, General Manager of salesfactory42. "This helps increase user acceptance, productivity, and sales team motivation."

Usability and Ease of Use

With the quote 2.0 graphical user interface, quote generation is an easy, intuitive drag & drop process. Quotes can be created from templates or existing quotes. Thus products don't have to be entered twice for a quote, making the process much easier compared to legacy word processor-based quoting tools.

"With quote 2.0, creating and managing quotes is easier than ever before", confirms Alexandra Baur, Salesforce Project Manager at NEC Display Solutions EMEA.

Full Quote History for All Channel Partners Guarantees Compliance

With quote 2.0, users can create an unlimited number of quotes or versions of quotes for an opportunity. Changes and revisions of quotes are easy and can be synchronized to the opportunity with just one click.

This ensures always up-to-date product and price information for opportunities and thus a correct forecast - even during a tough negotiation phase.

quote 2.0 supports approval workflows and integrated e-mail delivery of quotes as PDFs in corporate design. All sales staff have access to the latest version and can productively interact with the customer. At order entry, an automatic workflow disables all alternative open quotes.

Full Integration in as "Native Application"

Quote 2.0 is a native application designed from scratch. Customers prefer their confidential quote data to remain within the secure Salesforce data centers. and Visualforce from Salesforce provide features to create custom PDFs. salesfactory42 uses this capability to provide a native application without any communication to third party servers.

Pricing and Availability

Quote 2.0 supports Salesforce Unlimited, Enterprise and Professional Editions. Pricing starts at $15 monthly subscription per user. Quote 2.0 will be available with the Salesforce Winter 10 Release in October 2009.
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