CHEAT SHEET- You are ready to take quotes in your TBN SalesDriver Account

CHEAT SHEET- You are ready to take quotes in your TBN SalesDriver Account

 

Great News! Its time to start quoting in SalesDriver -

Here is a cheat sheet that will walk you through the important things you need to be aware of as you do. 

Reviewing complex quotes before sending to a customer - 

Your company has setup "quote review" settings in the setup step of getting started. These determine if a quote generated online gets an instant quote or if a salesperson needs to review it before they get it. When a quote needs to be reviewed this video shows you how a salesperson would go about doing that. 


Sales Managers have more power to manage with TBN.

If you are a sales manager or part of a sales team, this video is for you! Watch how a sales manager uses SalesDriver to better manage the team and keep everyone focused on the things that help drive up revenue. 


Phone quotes are simple when you use SalesDriver

Real time quoting is possible as you get used to how to generate a quote in real time. This video show you how a salesperson was able to generate a meaningful quote in real time while on the phone with a customer. 


Managing a weekend's worth of quotes is easy with SalesDriver since so many are now already quoted. 

Monday mornings will never be the same once you deploy SalesDriver and you find that many of the quotes generated also sent customers quotes. Add that to the fact that there is automated follow-up scheduled and you are well on your way to the best Monday you have ever seen. 


One way transfers are easy in SalesDriver quotes.

Going to the airport today, coming home in a week. We got that. This video will show you how.  


Contacts and Organizations the way they should be.

Our contacts and organizations not only make sense. They make life easier. This video will show you how to manage these successfully. 



Marking vehicles as sold out on the booking widget-

Sometimes you want to ensure that you won't get any more quotes for a specific vehicle on a specific day or date range. This video will show you how to manage vehicle availability that dsiplays on the customer booking widget online. 


Managing quotes on the quotes dashboard

Understanding how to manage the quotes on your dashboard will help you keep the work straight and reduce the work that it takes to land more business. This video will show you how it works. 


Variations in quotes- 

Sometimes customers want to see a trip with multiple variations. From different stops on the route to different vehicles, even add-ons. This video shows you how to quicly give customers options when booking with your company when they aren't totally sure of their needs, budget, or final details. 



Creating a quote in the admin portal-

We all have customers who aren't going to use the online quote tool but will continue to call or email us with their needs. In these cases you have the power to quickly create quotes and send them to customers using the admin portal. 



Available vehicles and locations-

Managing your vehicles and their locations is part of the quoting process because TBN uses those vehicles and locations to generate quotes from the yards that they are located in. This video will walk you through how to do that and what you need to know. 


Copy an Existing Quote-

Sometimes you need to copy a already booked quote and provide a new quote based on new dates and updated information. This is simple in SalesDriver. This video will show you how. 



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