Advertiser Platforms
Article | January 9, 2024
Mastering the art of efficient quoting with the guide to selecting and implementing quote management solutions helps propel your business into a new era of customer engagement and revenue growth.
1. Introduction to QMS
A quote management system is a pivotal process in today's competitive sales and customer service industry, offering a dynamic solution for organizations aiming for sales excellence. As a sophisticated sales quoting software, QMS enables teams to create, manage, and dispatch quotes efficiently and accurately, addressing the critical need for timely and precise client communication. Beyond mere quoting, it offers comprehensive functionalities, including integration with CRM and ERP systems, customization based on customer requirements, and lifecycle management of quotes. Automating the quoting process enhances accuracy, speeds up sales cycles, improves customer experiences, and fosters better sales management, making QMS an indispensable asset for achieving superior sales outcomes.
2. How to Choose the Right Quoting Software Tools
Selecting the ideal quote management tool is pivotal for enhancing your sales operations, ensuring precision and accelerating deal closures. Below are the best practices for selecting quotation management tools for businesses:
Conduct a comprehensive needs assessment:
Outline the existing quote creation, approval, and customer communication procedures.
Pinpoint areas prone to errors or inefficiencies
Scalability factor to accommodate future business expansion
Compile a checklist of key features:
Look for tools that integrate effortlessly with existing CRM and accounting systems.
Prioritize tools with intuitive and personalized interfaces to minimize training time.
Opt for features that automate repetitive tasks, enhancing efficiency.
Every tool below will have critical features they provide to shortlist them.
Analyze pricing and ROI:
Compare subscription fees versus one-time costs and assess scalability.
Measure potential time savings and conversion rate improvements against the tool's cost.
Consider additional expenses, such as training or add-on features.
Experience tools via demos and trials:
Request guided demos to witness the tool's capabilities.
Test the software within your operational context to gauge fit and effectiveness.
For this, every tool described has an image of the dashboard below to give a clearer idea of the tool interface.
5. Top Tools That Provide Quote Management Software
1. Paperless Parts
Paperless Parts, backed by OpenView, is a Series B SaaS company revolutionizing the digital era for custom part manufacturers. This cloud-based platform is engineered to augment revenue and expand business opportunities for manufacturers by leveraging patented technology and a proprietary geometry engine. By seamlessly integrating with ERP systems, Paperless Parts elevates the quoting process, enabling manufacturers to quickly identify manufacturability issues, generate quotes, and process orders across various production processes such as additive manufacturing, sheet-metal fabrication, and CNC machining.
The platform's distinct advantages include:
Speeding up the Quoting Process: Respond to requests 6x faster with fewer clicks.
Enhancing Profitability: Secure more business with rapid, consistent quotes.
Reducing Manual Labor: Focus estimators on high-value tasks, minimizing busy work.
Centralizing Data: Maintain all critical information on a unified, searchable platform.
Guaranteeing Security: Adherence to ITAR registration, with 100% US-based support and GovCloud hosting.
2. PandaDoc
PandaDoc is one of the best quoting software tools designed to empower businesses to close more deals with greater efficiency and less manual effort. The platform streamlines the quoting process by integrating seamlessly with product catalogs and enabling tailored pricing strategies, thus enhancing the quoting and buying experience. This software simplifies the creation of personalized quotes with features like drag-and-drop editing and direct CRM information import, ensuring each quote is uniquely suited to the prospect's needs.
Key features of PandaDoc include:
Speedy quote creation with drag-and-drop functionality eliminates the need for spreadsheets and manual calculations
Customizable pricing options for fast, complex quote generation
CPQ (Configure, Price, Quote) tracking with powerful analytics for pipeline visibility
Same-day deal signing and secure online payment options
ESIGN and UETA compliance, HIPAA compliance, and SOC 2 Type II certification for security
3. FastSpring Interactive Quotes
One of the best quote management software companies, FastSpring has redefined online sales for SaaS, software, and digital product companies through its comprehensive go-to-market platform. The tool helps streamline the sales process by managing all payment needs, from checkout to taxes, enabling businesses to expand their reach globally. FastSpring IQ, the interactive quoting tool, accelerates deal closures by offering real-time analytics, eSignatures, payments, and CRM integrations, all within a modern, spreadsheet-free environment.
Features of FastSpring IQ include:
Configurable Quotes: Customizable quotes with intuitive design facilitate live demos or direct proposals to prospects
Variable Pricing: Flexible pricing options that cater to diverse customer needs
Deal Insights: Real-time notifications and analytics on client interactions with proposals
eSignatures: Streamlined approval processes with integrated electronic signatures
Integration: Seamless connectivity with CRM systems, consolidating pricing, quoting, and sales tools
Interactive Quotes: Eliminates the need for traditional, time-consuming sales documentation, offering a dynamic and engaging buyer experience
Real-time Analytics and Payments: Provides insights into client engagement while allowing immediate payment options, enhancing the sales cycle's efficiency
4. Zilliant
Zilliant empowers businesses to place pricing at the core of their strategy with its comprehensive suite of cloud-native CPQ, price management, and optimization, along with revenue intelligence applications. Leveraging advanced data science and a commitment to customer success, Zilliant offers unmatched ROI, swift value realization, and superior client satisfaction. The company specializes in navigating complex B2B pricing and sales puzzles — ensuring that its clients, spanning industries like manufacturing and distribution—achieve significant returns and confidently address their pricing and sales challenges.
Key offerings and features include:
Efficient Data Management: Streamlines the pricing process by consolidating and processing large volumes of data, enabling an agile response to market dynamics
Advanced Reporting: Offers deep insights through robust reporting tools, facilitating strategic pricing decisions
Time Efficiency: Reduces manual workload with automated and scalable price management solutions, accelerating proposal responses and price updates
Enhanced Security: Provides a secure, cloud-native platform, ensuring data integrity and reliability
Comprehensive Price Management: Addresses all facets of B2B pricing, including list, matrix, negotiated, and agreement-based pricing, through an intuitive interface
AI and Data Science: Utilizes cutting-edge AI models to identify growth opportunities and optimize pricing strategies for maximum impact
5. 360insights
360insights is a trailblazing partner engagement and business optimization powerhouse dedicated to transforming the complex dynamics of channel ecosystems for brands worldwide. By driving tangible growth through advanced SaaS-based platforms, 360insights facilitates the orchestration of intricate partner networks while optimizing promotional expenditures across various incentives. Serving a roster of over 300 globally recognized brands, the company leverages incentive management and ecosystem orchestration, complemented by a potent analytics engine, to foster the indirect business sector's expansion.
Key features of 360insights include:
Powerful Analytics: Delivers deep insights for informed decision-making and optimization of promotional strategies
Global Support: Offers support in over 74 countries, ensuring a wide-reaching impact
Platform Agnosticism: Ensures seamless integration with existing CRM, ERP, CPQ, eCommerce, or portals
Dynamic Product Bundling: Enables flexible product combinations to enhance sales without diluting margins
Enhanced Quote Efficiency: Reduces quote lead times through automated configurations and pricing
6. GetAccept
GetAccept's digital sales room is revolutionizing how revenue teams engage with buyers, from the initial opportunity to the final signature. This platform, among the top quote management software platforms, is designed to enhance win rates by offering a deeper understanding of and engagement with prospects. With its state-of-the-art configure, price, quote (CPQ) solution, GetAccept empowers sales teams to effortlessly create and dispatch professional, precise proposals, streamlining the sales cycle and enhancing efficiency. This tool integrates with business applications, making it a versatile addition to any tech stack and allowing for an error-free, time-saving, personalized quoting process.
Key features include:
Comprehensive Digital Sales Room: Increases win rates through better buyer engagement and understanding
Efficient CPQ Solution: Allows for quick creation of professional proposals with accurate quotes and pricing
Personalization: Tailors pricing tables to the buyer's specific needs, enhancing the customer experience
Time-saving and error-free: Automates the quote creation process, reducing manual data entry and associated errors
Seamless Integration: Compatible with over 500 integrations, including major CRMs, ensuring flexibility and ease of use
7. PracticeSuite
PracticeSuite, in the Revenue Cycle Management (RCM) and Electronic Health Record (EHR) solutions industry, empowers practice administrators and medical billers. This innovative system proactively safeguards against revenue leakage by alerting users to deviations from revenue cycle best practices, ensuring a 'pro-action' stance rather than reactive measures against financial loss.
Key features of PracticeSuite include:
Comprehensive RCM Tools: Streamlines revenue management from patient payments to final insurance reimbursement
Real-Time Transparency: Offers immediate insights into billing performance with up-to-the-minute dashboard reporting
Seamless Integration: Compatible with over 500 integrations, facilitating effortless connectivity with major CRM and ERP systems
Customer-Centric Updates: Prioritizes user feedback, with 100% of software updates reflecting client needs
8. Kaon High-Velocity Marketing Platform
Kaon Interactive provides solutions for complex sales and marketing challenges for B2B companies. Its interactive applications amplify customer engagement and understanding, simplifying the complexities that often overwhelm businesses. With its unique blend of technology, it transforms how businesses convey their value propositions across customer touchpoints. Its applications, built on an advanced technology platform, support real-time deployment across devices and platforms, both offline and online. This ensures marketing efficiency and proves to be an essential tool for sales success, regardless of product complexity or market volatility.
Key features of Kaon Interactive include:
Interactive Engagement: Elevates buyer interaction with customizable 3D product tours and applications
Comprehensive Digital Solutions: Offers a suite of applications for sales acceleration, marketing efficiency, and value differentiation
Agile Platform: Supports dynamic and real-time application updates to reflect evolving product portfolios and marketing stories
Seamless Integration: Ensures compatibility with over 500 integrations, facilitating incorporation into existing CRMs and marketing channels
9. Tacton CPQ
Tacton, a trailblazing SaaS provider, revolutionizes the sales process for manufacturers of complex products through its acclaimed Configure, Price, Quote (CPQ) software. Esteemed by Gartner as a leader in the CPQ Application Suites Magic Quadrant, Tacton provides unparalleled product configuration and visualization capabilities. Tacton stands at the forefront of CPQ solutions, which are distinguished by its dedication to customer success, continuous innovation, and global support network. For businesses seeking to transform their sales processes and accelerate revenue growth by selling complex products more effectively, Tacton offers a proven, advanced solution.
- Industry-Leading Sales Quoting and CPQ Software: Recognized for advanced configuration and visualization, simplifying complex product sales.
- Quote and Document Generation: Facilitates easy creation of accurate, branded quotes for complex services.
Automated Quoting: Streamlines quoting, enhancing speed and accuracy for B2B deals
Data-Driven Accuracy: Ensures quotes reflect the latest product options, prices, and terms using validated data
Rapid Quote Generation: Allows instant quote creation and modification, increasing sales rep productivity
Detail-Rich Early Quoting: Provides detailed offerings early in the sales process, including pricing adjustments
Flexible Quoting and Collaboration: Facilitates quote adjustment and collaboration with customers for streamlined buying
10. ProPricer
Cash Flow Pro from ProPricer offers a revolutionary approach to managing business finances, combining algorithm-driven cash flow forecasting with data-supported insights to enhance financial processes. This advanced tool, one of the best quoting software to save time, empowers organizations to unlock their full financial potential, facilitate data-driven decisions and foster sustainable success. With Cash Flow Pro, businesses can expect a suite of benefits designed to transform their financial management practices. ProPricer's proven performance in increasing productivity by 30% and its adoption by leading defense contractors and government agencies underline its indispensability in government procurement processes.
In parallel, the narrative around ProPricer highlights its efficacy in government proposal management software, emphasizing its capacity to streamline the cost proposal development process through:
Efficient Data Management: Consolidates historical pricing data for easy access, enhancing proposal accuracy
Advanced Reporting: Facilitates detailed data analysis and presentation, crucial for meeting specific government proposal standards
Time Efficiency: Reduces the time spent validating pricing formulas, allowing for quicker proposal submissions
Enhanced Security: Ensures the integrity of pricing structures and data through secure database management
6. Final Thoughts
The diverse ensemble of tools promises the trajectory of the future of advanced quote management systems. These platforms, distinguished by their individual functionalities and attributes, exemplify a collaborative effort to mechanize and optimize the sales procedure for enterprises spanning diverse sectors. With the ongoing challenges businesses face in selling intricate products and services, there will probably be a greater incorporation of intelligence and data analytics into these tools.
This integration would result in quote management solutions that are even more predictive and personalized. By undergoing this transformation, sales teams will be able to provide customized customer experiences with unparalleled effectiveness, thereby stimulating revenue expansion and nurturing enduring customer connections in the era of digitalization.
Read More
Advertiser Platforms
Article | March 4, 2024
Benefit from these events in 2024 in sales and marketing to recognize the latest trends in marketing innovation. These events will be beneficial for sales leaders and marketing professionals.
Contents
1. Introduction
2. Upcoming Sales Acceleration Events in 2024
2.1. Future of Sales Conference
2.2. Sales Enablement Summit
2.3. Sandler Annual Sales & Leadership Summit
2.4. DigitalNow Revenue Summit
2.5. Allego Sales Success Summit
2.6. Allsocial Marketing Conference Munich
2.7. CMO Summit
2.8. Product Marketing Summit
2.9. Amplify Summit 2024
2.10. Conversational AI Innovation Summit
3. Conclusion
1. Introduction
In an era where the velocity of change in sales and marketing strategies is breathtaking, professionals everywhere are on an endless exploration of the latest trends, insights, and innovations to compete and excel in sales and marketing businesses.
The year 2024 holds a series of pivotalsales leadership conferences, each uniquely tailored to illuminate the path for sales and marketing leaders. Theseupcoming B2B sales conferenceswill embrace digital transformation, enhance sales enablement, and leverage artificial intelligence.
The events will offer a golden opportunity to learn, network, and thrive in the sales industrial revolution. Some of thetop international sales conferences of 2024are listed below.
2. Upcoming Sales Acceleration Events in 2024
2.1.Future of Sales Conference
March 7, 2024 | The Brewery (London)
The Future of Sales Conference promises to be an insightful one-day event for sales and marketing executives seeking to explore the future of sales. The conference will cover the critical role of sales team enablement in enhancing the buyer experience through roundtable sessions, case study presentations, and one-on-one meetings. It will offer a comprehensive insight into aligning sales and marketing teams, mastering the modern buyer journey, and leveraging technology for sales growth.
The event will focus on equipping sales teams for success through sales excellence, onboarding & training, engaging buyers effectively, personalizing sales, and developing world-class talent.
2.2.Sales Enablement Summit
December 4-5, 2024 | Toronto (Canada)
One of the top sales enablement events to attend in 2024 is Sales Enablement Summit which promises to be an essential event as a Sales Leaders and Management Conference seeking to enhance their sales enablement strategies and drive predictable growth.
This sales and marketing meetup 2024 boasts an expected high participation of senior management, underscoring its significance as a gathering of industry leaders and pioneering enablement experts. Attendees can look forward to learning from the experiences of esteemed speakers such as Jeff Birk, Paula Catoira, Djamel Toubrinet, and Lennie Monteiro.
2.3.Sandler Annual Sales & Leadership Summit
March 19-20, 2024 | Orlando (Florida)
Among the events for sales professionals, is Sandler Annual Sales & Leadership Summit, a premier two-day hybrid event that will cater to a global audience of sales professionals, leaders, and managers from various sectors. Every year, more than a thousand people attend this event, which is well-known for its extensive training sessions and networking possibilities. Attendees exchange ideas, celebrate successes, and interact with prominent industry presenters.
The 2024 Summit promises to equip attendees with actionable tactics and strategies to enhance their organizations and develop a resilient, self-accountable sales force. With a focus on professional growth and unparalleled networking, the summit will offer up-to-the-minute sales and management sessions led by esteemed figures such as David Mattson, CEO and President of the Sandler organization.
2.4.DigitalNow Revenue Summit
April 2-4, 2024 | Chicagoland (USA)
The DigitalNow Revenue Summit 2024 is one among the top sales and marketing events of this year. According to Q3 2023 research from Sales Benchmark Index, only 38 percent of CEOs express confidence in their team's ability to execute their company's growth strategy, a decrease from 45 percent earlier in the year. This gap in confidence is attributed to the challenges of adapting to the digital imperative, the advanced technologies it enables, and the increasing demand for a digitally driven sales process.
This sales leaders and management conference will address these challenges by offering digital transformation case studies, the world debut of Emblaze neuroscience and behavioral research, interactive workshops, and a digital technology Expo. The gathering is prepared with eight tracks dedicated to illuminating aspects of revenue growth, from driving digital-first transformations to engaging digital buyers and optimizing tech stacks.
2.5.Allego Sales Success Summit
June 4-6, 2024 | Boston (USA)
The Allego S3 Summit, a sales and marketing event in 2024 will offer a forward-looking exploration into the future of revenue enablement with a focus on AI technology's transformative potential. This event promises insightful discussions led by Allego executives and industry luminaries, including Yuchun Lee, Mark Magnacca, and Andre Black.
The event will also include contributions from McKinsey partner Jennifer Stanley, AI expert Sam Richter, and notable figures such as Jessica Buchanan and Alycia Anderson. Attendees will gain valuable perspectives on navigating the complexities of revenue enablement in the digital age, with opportunities for networking among peers facing similar challenges.
2.6.Allsocial Marketing Conference Munich
March 12-13, 2024 | Munich (Germany)
The AllSocial Marketing Conference is essential for social media marketing professionals in sales. Positioned as the leading conference in German-speaking countries, it offers a unique platform for industry players from Germany, Austria, and Switzerland.
This event is among the top sales and marketing events and celebrates over 12 years of community gatherings in Munich and Berlin. This conference has become a vital nexus for over 1,100 speakers, 1,550+ sessions, and 550+ companies, fostering unparalleled networking and knowledge exchange.
The meeting promises to deliver innovative insights across AI tools and social media, catering to a diverse audience ranging from individuals to large corporations. It underscores the importance of practical learning and sharing cutting-edge strategies and concepts on social media, making it a must-attend for professionals eager to delve deep into social media marketing.
2.7.CMO Summit
March 20, 2024 | New York (USA)
The CMO Summit serves as an elite forum for marketing leaders to strategize and explore the challenges in the sales market. This event aims to deliver engaging and actionable insights from over 15 speakers, tailored for an audience of more than 75 senior marketing professionals.
Attendees will explore the forefront of emerging technologies, including AI, to secure a competitive edge while also gaining practical tactics to excel in the dynamic CMO job market. The summit will also offer unparalleled networking opportunities, allowing participants to forge meaningful connections and share proven strategies within the CMO Alliance community. This will ensure they leave well-prepared to address future challenges in marketing leadership.
2.8.Product Marketing Summit
March 21-22, 2024 |Convene (New York)
The Product Marketing Summit is organized by the Product Marketing Alliance to showcase case studies and best practices and address common challenges within the industry. Attendees will be able to implement innovative and impactful product marketing strategies. They can leverage current trends to highlight the unique value of their products and network with mentors and establish connections within the global PMM community, among others.
Attendees will be part of a larger narrative, joining a community of over 95,000 product marketing professionals worldwide, engaging in local meetups, exchanging ideas in this marketing conference. With 300 participants, more than 200 companies, over 30 presenters, and 80% of them senior management, the summit promises to be an enriching experience.
2.9.Amplify Summit 2024
March 19-20, 2024 | Convene (New York)
One of the upcoming sales and marketing events 2024, Amplify Summit 2024 is hosted by Affiverse, is a premier virtual event designed for affiliate managers seeking to enhance their campaigns and strategies.
Orchestrated by Affiverse's Founder and CEO, Lee-Ann Johnstone, the summit leverages her two decades of industry experience to assemble a roster of leading minds in affiliate and digital marketing. Featuring in-depth masterclass sessions on SEO, social lead generation, and AI tools, the summit will provide on-demand tickets and access to a comprehensive vault of expert-led content.
2.10.Conversational AI Innovation Summit
May 9-10, 2024 | San Francisco (California)
The Conversational AI Innovation Summit 2024, organized by professionals engaged in conversational AI is an upcoming sales and marketing conference in 2024. This summit will provide insights on the latest trends, breakthroughs, and best practices in conversational AI technologies, such as generative AI and NLP. These technologies are essential for maintaining competitive advantage and relevance in various industries, including banking, retail, e-commerce, healthcare, automotive, and education.
CAIS2024 also offers avenues for sponsorship and partnership, providing a platform for businesses to showcase their thought leadership, connect with potential clients, and gain high-quality brand exposure.
3. Conclusion
As the curtain falls on a series ofbest sales acceleration conferences to attend in 2024, attendees are set to return to their roles enriched with new insights, strategies, and connections. These gatherings, ranging from thefuture of sales accelerationto the Conversational AI Innovation Summit, are designed to cater to the different needs of today's sales and marketing professionals. They serve as platforms for learning and networking and as motivations for driving individuals and organizations toward excellence in their respective fields.
As we look back on these events, it's clear that the journey toward sales acceleration and marketing innovation is ongoing, and the road ahead is filled with opportunities for those prepared to seize them.
Read More
Advertiser Platforms
Article | March 12, 2024
Did you know that there are over three billion smartphone users globally? While browsing through varied content, they see ads relevant to things they explore in their downloaded apps and games. In addition, they receive offers through SMS and see banner ads on websites they visit. These ads are a part of mobile ad campaigns specifically targeting a certain demographic.
Some examples of mobile ads include carousel ads, image and text ads on Facebook, Snapchat filters and ads, video ads on YouTube, notifications from downloaded apps, ads that play between videos or games, and Instagram Story ads.
Why are advertisers so keen on utilizing mobile ad campaigns?
Mobile Ad Campaigns Speak the Revenue Language
Marketers understand the power and impact of mobile phones on users’ lives. As a result, U.S. marketers spent a record 120 billion U.S. dollars on mobile promotion in 2020. (Statista).
Mobile ad campaigns can achieve tremendous results and bring in revenue for you by creating a connection with the user through personalization and by catering to all kinds of online audience on-the-go.
“The mobile device has become our communications hub, our diary, our entertainment portal, our primary source of media consumption, our wallet and our gateway to real-time information tailored to our needs. The revolution is now!”
- Nihal Mehta, Founding General Partner at Eniac Ventures
Mobile Advertising Covers All the Bases
Companies engage in mobile advertising for objectives like lead generation, customer retention through new offers, brand engagement activities like contests, and creating awareness about a product or a service. Mobile ads are the preferred channel for advertising because:
They are cost-effective
Allow geo-targeting
Get a quick response
Can be easily tracked
Let us look at all the tricks that can help you optimize your mobile ad campaigns.
Grab the Users’ Attention
Imagine mobile users aggressively scrolling on their phones. Your ad should make them stop and grab their attention enough to make them read it. The goals of your ad campaigns should be clear. If you are looking to redirect the user to your website or want them to click on the ad, your campaign execution should align with these goals.
Adding Value Through Your Messaging
Pushing your message effectively to the user can ensure the success of your campaign. Your text should be crisp and sharp, interesting yet simple to comprehend. Use popular phrases or buzz words to create a connection with the users.
Don’t Underestimate Visual Appeal
Visual appeal plays a vital role in the way users react to ads. The image size of your ad, the moving flow, and the options for interacting with the ads can impact your ad’s performance. Ensure that you never interrupt your user’s reading flow when they are browsing and that the visuals of your ad are pleasant and appealing to the eye.
Remember, Brevity is the Soul of Wit
The content of your ad should be impressive enough to make the users engage with it. Users will respond to clear copy, visuals and your message’s simplicity. Furthermore, make sure that your landing pages are bug-free, load quickly and relate to your display ad so that the users can form a tangible connection between them.
Wrapping It Up
Mobile advertising helps brands remain connected to their customers around the clock while on the move. It is a personalized and flexible type of advertising that can help advertisers understand the lifestyle of targeted customers to offer them just what they need.
Read More
Article | April 15, 2020
Colling Media, a top-ranked national digital advertising and marketing agency, continues its recent, impressive growth by adding five new businesses to its prestigious roster of clients. ScriptSave WellRx an innovative prescription medication discount program that closes the gaps in prescription benefit coverage. Diamond Kitchen & Bath the leading retailer of kitchen and bathroom cabinetry and countertops in the Phoenix metropolitan area. Radix Law a business law firm based in Scottsdale. Soul Surgery a renowned integrative medicine addiction and rehab center in Scottsdale, featuring a holistic approach to drug and alcohol treatment. Premier Criminal Defense based in San Diego and serving all of Southern California, the firm offers skilled counsel to help clients accused of Misdemeanors, Felony and Federal Offenses.
Read More