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Link2Quotes Introduction: Quoting Software for Act CRM

by | Aug 7, 2023 | Act CRM Software Fundamentals

Introduction: In this blog post, we will delve into an exciting product called Link2Quotes, a quoting software designed specifically for Act CRM users. Tony Holowitz, an Act software teacher and consultant, introduces us to this innovative tool that enables seamless quote creation directly from a web page linked to your Act database.

Meet Tony Holowitz: A Passionate Act Software Expert: Tony Holowitz, a renowned Act software consultant and educator, brings his passion for Act CRM to the forefront. As a partner at Keystroke, the makers of Link2Quotes, Tony is thrilled to share the benefits of this powerful quoting software.

Introducing Link2Quotes: An Overview: Link2Quotes is a cutting-edge quoting software that streamlines the quote creation process. The software integrates seamlessly with your Act CRM, allowing you to generate quotes directly from a web page connected to your database.

Setting Up Link2Quotes: Step by Step: To get started with Link2Quotes, users need to create a free account on the Linktivity website (linktivity.net). Once inside the Linktivity account, you can explore a range of products, including Link2Quotes, Link2Calendar, and Link2Forms.

API Integration: Linking Act CRM and Link2Quotes: Tony highlights the software’s API integration, enabling easy and real-time connectivity with your Act database. This feature ensures that data remains up-to-date, even if Act is not open.

Practical Example: Building a Sample Quote: Using a hypothetical ice cream business scenario, Tony demonstrates how Link2Quotes can be leveraged to create customized quotes. The software enables users to input product details, quantity, and shipping information, providing a comprehensive quote to customers.

Previewing and Customizing Quotes: Once the quote is created in Link2Quotes, users can preview it before sending it to customers. The software offers customizable email templates and allows users to tailor messages according to specific product quotes.

Sending and Tracking Quotes with Link2Quotes: Link2Quotes simplifies the process of sending quotes to customers through a dedicated email feature. Additionally, the software automatically creates sales opportunities in Act CRM for tracking purposes.

Benefits of Link2Quotes for Efficient Sales Management: Tony emphasizes the efficiency and convenience of Link2Quotes in managing sales opportunities. Users can track and view activities related to quotes, generate reports, and create product templates to streamline the quoting process.

Implementation and Team Collaboration: Link2Quotes offers a team edition, allowing businesses to share the software with multiple sales personnel. The platform facilitates collaboration and enables team members to send and receive quotes seamlessly.

Conclusion: Embrace the Power of Link2Quotes in Act CRM: As Tony concludes his introduction to Link2Quotes, he urges Act CRM users to explore this game-changing quoting software. With its user-friendly interface, API integration, and customizable features, Link2Quotes has the potential to revolutionize the quoting process for businesses, making sales management more efficient and effective.