Sales Management

The Ubersmith sales quoting functionality includes approvals, electronic customer signatures, and quote duplication, all of which go towards a more a seamless customer experience. Many of our customers also use our Sales Manager for handling pipelines and bookings.

The Sales Manager Dashboard gives you a comprehensive overview of open opportunities in the sales funnel so you can track potential sales plus it is often also used to add new leads. Here, a user can see the lead name, the stage, the value, the expected close date, when it was updated and the owner. You can also sort by the date it was updated. Additionally, you can also edit or can see more details about a particular lead.

In order to sell a service, an account executive can add a quote or build a quote associated with an existing client or lead. Once a quote is added to a sales lead, you can easily add the necessary services. In the Actions section you can:

  • Approve a quote: Supervisors can verify a sale before it gets signed by a lead
  • Once approved, a quote can be emailed to the client
  • Clients can review the quote through email
  • Clients can digitally sign the quote or, alternatively, they can download a pdf to fax or mail

With Ubersmith’s Sales Manager lead and opportunity management is automatic and easy.

Contact Us

We are here to give you any information you need. Feel free to contact us.

Thank you for your interest in Ubersmith. If you’d like to speak with a member of our team, please take a moment to fill in the brief form on the right. An Ubersmith representative will contact you as soon as possible.

If you would like to speak with a sales representative now, call +1-877-438-8237 (toll-free in US and Canada) or +1-678-554-3401.

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