3 Must-Have Fenestration Quoting Software Features

A worker on site after using window and door industry software.The landscape of the fenestration industry requires specialized software that can handle the unique customization of doors and windows orders. Three features that fenestration quoting software should have are configurable data, evaluation, and integration.

Configurable Automatic Notifications System and Real Time Data

As your pricing strategy changes, your business will benefit from seeing the impact those changes have on products in real time. The best strategies are those that can pivot on a dime to comply with regulations, keep up with competition, and to fix errors.

Notifications and real-time data makes each aspect of your business aware of what the other teams are doing. Speed up your sales cycle with less repetitive tasks and back-and-forth. Teams can track orders as they go from manufacturers, to distributors, dealers, and to customers as effortlessly as possible.

Whiz Express is accessible from multiple devices for multiple team members is a must-have. An in-depth automatic notifications system that you may configure for your business’s needs keeps communication open. A complete software will supply notifications regarding updates of your company and competitors. It will also benefit from a dedicated, 24/7 team to make updates and automatic reports on software changes.

Customer and Lead Evaluation

Your customers do not have the same pricing needs and habits. Understanding your customers and defining their pain points can help you develop a pricing strategy for them. Quoting software tracks where your customers struggle in the purchasing process. Software allows you to evaluate your funnel and adjust as needed.

Quoting software, like Whiz Express, can prevent your team from chasing cold leads. Good quoting software provides your team with multiple views of data. More data means that the sales team can have more predictable sales cycles.

Integration

The more time that your teams spend doing administrative tasks, the less time they spend chasing leads. Integrating quoting software with your ERP, CRM, or WMS softwares means that all processes work together, streamlining the conversion rates. Integrating with a CRM helps your business to quickly identify customers and their pain points, meaning your sales team can speedily evaluate their pricing needs.

Integrating your quoting software with an ERP means your sales team knows where a product is through all the necessary levels of production. Visual data and reports keep every member of the sales cycle in the loop. Companies can shorten the time that they respond, ensuring that they will lose fewer leads.

Choosing the Best Fenestration Quoting Software for Your Business

For small to medium fenestration businesses, quoting software specifically designed four your unique needs makes implementation simple, affordable, and timely. Whiz Express offers features adaptable to your business’s needs. If you’re ready to bring an efficient flow of communication to your organization, sign up for a free demo.

e-Whiz Global was founded in 2009 with the sole purpose of offering simple & effective business solutions to our customers and business partners. Today, we offer comprehensive technology solutions for ERP, CRM and Accounting in major vertical industries.

With a growing global team of solutions architects, software engineers and project managers, we bring vast experience in your Business Domain, Product Development & Information Technology services. Our underlying philosophy is simple: If you want to go fast, go alone. But if you want to go further, partner with e-Whiz Global.

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