This guide provides a comprehensive overview of the process for sending estimates to your clients or leads through SIX ERP. Once you've meticulously prepared an estimate, the next crucial step is ensuring it reaches your intended audience promptly, paving the way for swift and decisive actions.
Access the Estimate: Begin by navigating to the estimate you intend to send within SIX ERP. It's imperative that all details within the estimate are accurate and fully reflect the services or products offered, ensuring clarity and transparency for the recipient.
The Mail Icon: Positioned on the right side within the detail view of your estimate, the mail icon serves as your conduit for communication. Clicking this icon opens a pop-up window, showcasing a preview of the email template set for dispatch.
The email template acts as an initial interaction point with your customer or lead, and optimizing this contact is crucial:
Personalization: While the provided template offers a solid foundation, it's essential to tailor the message to address the recipient's specific needs and highlight your unique selling propositions. Personalized communication markedly enhances engagement and prompts positive responses.
Estimate Link Inclusion: A key feature of SIX ERP’s emailing functionality is the integration of a direct link to the estimate within the email itself. This enables recipients to access and review the estimate without the necessity of logging into a separate client area, offering unparalleled convenience for both existing customers and prospects. Such direct access is instrumental in facilitating informed and expedited decision-making processes.
The interaction with your client doesn’t conclude with the sending of an estimate. SIX ERP equips you with tools to effectively track and respond to client interactions:
Customer Actions: Upon receiving the estimate, clients have the capability to review, accept, decline, or provide feedback through comments. These actions are crucial to the sales cycle, offering transparent insights into the estimate's reception and the client's level of interest or concerns.
Notifications and Alerts: The originator of the estimate, along with the designated sales agent, receives immediate notifications within SIX ERP and via email upon any client interaction with the estimate. Whether the client comments, accepts, or declines the estimate, these alerts ensure you stay informed in real-time, facilitating timely and appropriate follow-up measures.
Engagement and Follow-up: Leveraging client feedback or actions for further engagement is vital. Whether expressing gratitude for an acceptance, addressing issues leading to a decline, or discussing comments, engaging promptly is essential for maintaining progress and nurturing the client relationship.
Estimates can also be dispatched manually, offering an alternative to the integrated email system within SIX ERP. To do this, users should first download the estimate by clicking on the respective PDF icon, situated adjacent to the Mail Icon. Once downloaded, the estimate can then be sent using an external email client of the user's choice. It's important to note, however, that opting for manual email sends means forfeiting the tracking capabilities provided by SIX ERP. Without the integrated system, tracking client interactions, such as estimate views or responses, cannot be facilitated, potentially impacting the efficiency of follow-up actions and overall client engagement tracking.
Sending estimates in SIX ERP transcends mere delivery; it involves creating a dynamic, interactive experience that engages your clients or leads effectively. By utilizing the direct email functionality, personalizing your communications, and capitalizing on SIX ERP's robust tracking and notification system, you are well-equipped to streamline the estimate process. This strategy not only conserves time but also significantly enhances the client experience, laying the groundwork for fruitful business dealings and outcomes.