In many businesses, a polished, professional quote is the key to landing new business. But creating proposals can be tedious and time-consuming for you and your staff, and tracking where a potential deal stands once the quote goes out is usually a manual process. Quosal aims to streamline the process of preparing and managing sales documents, from inception to resolution.
Quosal makes creating quotes and RFPs easy — and the interface is slick.
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The solution is available as either a software application that you load on a PC or as a SaaS offering you access via a Web browser. Both feature a slick, user-friendly interface that lets you create proposals (a number of professional-looking templates are included), track their status, source products and see their prices and more.
7. Microsoft Dynamics GP
If you think of Microsoft only for your productivity app and server-software needs, think again. The software giant offers a range of financial applications tailored to small businesses. Microsoft Dynamics GP is a comprehensive solution for managing and integrating finances, e-commerce, supply-chain, manufacturing, project accounting, field service, customer relationships and human resources.
The platform offers a range of customizable analytics, plus reporting and budgeting options. With Microsoft Dynamics GP you can investigate your financial data, run “what if?” forecasts for your budgets, spot trends and be alerted when something looks wrong or action is required.
Naturally, it integrates with other Microsoft products such as Microsoft Office and SQL Server. The solution is available through by local Microsoft partner resellers, who design, price and deploy the right system for your business.
8. Peachtree Pro Accounting 2010
QuickBooks may now be the most popular accounting software for small businesses, but it isn’t the oldest: Peachtree’s software pre-dates it by more than five years. Now part of the Sage Software stable of products, Peachtree Pro Accounting 2010 ($199.99) delivers standard accounting features that can automate invoices and checks, track employee payroll, record customer payments and create budgets.
You can also easily track sales, inventory and expenses, and the program offers more than 100 built-in reports and financial statements. Peachtree is based on accepted double-entry accounting principles and offers module-level security and automatic accounting checks as you go, so your books are always right. And imagine that: The company even makes it easy to import QuickBooks data so newcomers can make the switch.
9. Concur Expense
Expense reports are a necessary evil, but the process doesn’t have to be a living hell. Concur Technologies offers Concur Expense, an on-demand Web service, to automate the workflow. Expense-report automation can not only make things easier on you (saving valuable time, and hence money), it can increase compliance with your expense policies and reduce the reimbursement time for your employees.
Concur Expense can let you eliminate paper receipts, set up an automated approval workflow, and analyze expense data. Setup fees and monthly pricing varies according to the size of your organization.
Xactly takes the guesswork out of building sales-compensation plans.
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10. Xactly Incent Express
Sales compensation can sometimes be a black art, but Xactly Corp. is trying to make it easier with Xactly Incent Express. This add-on for Salesforce.com’s online CRM platform lets a business manager rapidly create sales compensation plans, calculate commissions and even export payments to payroll from a single application that is integrated with their existing Salesforce.com database.
Importantly, Incent Express provides guidance to the executive creating the plan as well as a cost analysis that shows the total cost of a proposed plan in advance, so there are no surprises after the plan is rolled out to employees. Designed for businesses with 100 payees or fewer, the program offers pre-built plans and examples to help clients get started, and managers can tailor plans on custom criteria, such as deal amount, product margin, product mix and discount percent.
Automated reporting and real-time dashboards let you more accurately gauge business performance. Incent Express costs $29.95 per subscriber per month, and there is a one-time setup fee of $499 for businesses tracking 50 payees or fewer.
Jamie Bsales is an award-winning technology writer and editor with more than 15 years of experience covering the latest hardware, software and Internet products and services.
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