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Custom Quote in Excel RRS feed

  • Question

  • Hi,

     

    Fairly new to CRM and we're just finding our feet and the best way to customise to our needs. We're a sales organisation and carry multiple product lines and discounts are different on a deal by deal basis, therefore we manually produce a quote..

     

    I haven't found anything exactly like we want but sounds like a combination of workflow / merging is the way forward. What we want to do is...

     

    1. From a contact create an easy shortcut / link to create a quote.

    2. This fires up an excel customised quote template, gives the quote a unique reference for the file name, enters the customers and sales persons information.

    3. The sales person would then create the quote and enter products and pricing.

    4. The quote is then saved and a record of the quote and a link or the actual quote is attached to the contact. The quotes would ideally be kept in a central repository on our NAS.

    5. Then a new email message is fired up with the quote attached. This may be a separate process as we don't always send the quote as soon as it is completed.

     

    Has anyone done anything similar and how did they manage it? best practices and suggestions appreciated.

     

    Thanks,


    Paul

     

     

     

     

    Monday, September 15, 2008 9:08 PM

Answers

  • To do it as you describe, one way would be to create the Excel template and put it on a central server. You can then link it in as a report for access from the Contact detail form.

    So the user would open up their contact, go to Reports and open up their Excel sheet. 
    The user would have to re-enter the contact information into the Excel sheet (by hand or cut and paste)
    The user would save a copy to the NAS and store a link as a note or attachment against the contact
    Email would be a separate process.

    Another option would be to enter the information into CRM (by way of the quote entity or new entities) and then generate a report a create the quote based off this information. The advantage of entering it into CRM rather than a spreadsheet would be the ability to report off the information i.e. top-selling products, average applied discount etc. you could also trigger workflow if discounts applied were over a certain amount etc.

    Leon Tribe
    Tuesday, September 16, 2008 5:58 AM

All replies

  • To do it as you describe, one way would be to create the Excel template and put it on a central server. You can then link it in as a report for access from the Contact detail form.

    So the user would open up their contact, go to Reports and open up their Excel sheet. 
    The user would have to re-enter the contact information into the Excel sheet (by hand or cut and paste)
    The user would save a copy to the NAS and store a link as a note or attachment against the contact
    Email would be a separate process.

    Another option would be to enter the information into CRM (by way of the quote entity or new entities) and then generate a report a create the quote based off this information. The advantage of entering it into CRM rather than a spreadsheet would be the ability to report off the information i.e. top-selling products, average applied discount etc. you could also trigger workflow if discounts applied were over a certain amount etc.

    Leon Tribe
    Tuesday, September 16, 2008 5:58 AM
  • Thanks Leon,

     

    The first option sounds the most likely but I was hoping to some how merger/insert the sales persons and customers information into the document without doing it manually. Just makes like easier.

     

    It would be great if we could enter all the product information in CRM, but as I say there are so many different products, prices change all the time and also the discounts given change.

     

    I progress with trying to setup some kind of merge/report somehow.

     

    Thanks,

    Paul

     

    Friday, September 19, 2008 7:58 AM
  • Hi Paul.

    You could open up an custom web page which auto-updates the contact and generate a mock quote which will reference your excel quote. Once this web page has created the records in MSCRM, it can create a new excel spreadsheet which contains data from MSCRM already included in your quote. A unique identifier is used to name the excel spreadsheet.

    This wouldn't be an excel template as such, rather a new excel spreadsheet into which you can pre-populate values.

    Two questions out of interest:

    1. Have you looked into write-in products for quotes?
    2. You mentioned a NAS Server. Does this integrate into Navision? (btw your client doesn't happen to be close to Wimbledon station?).

    Hope it helped.

    Karlo
    Friday, September 19, 2008 6:12 PM