I am a sales manager with a active Residential and Commercial Security company. I have been with the company for approximately 7 years with the last 5 years in management positions.
I use sequencing emails to send reminders to customers regarding recent proposals sent to them to help generate more interaction with the customer to bridge the gap on closing the idea. Unless the customer responds to the sequence email, or the cus read more
There are times when I need to add files to quotes in regards to installation guides and product details. Would be good to be able to attach files and insert product images into quotes.
to be able to have a "master" quote in the deals section and from that be able to select optional templates for other documents would be optimal. Th...read more
I use sequencing emails to send reminders to customers regarding recent proposals sent to them to help generate more interaction with the customer to bridge the gap on closing the idea. Unless the customer responds to the sequence email, or the cus read more