Running a small business can be a rollercoaster ride filled with thrilling highs and nerve-wracking lows. As the owner or manager, you’re constantly juggling multiple responsibilities, wearing many hats, and trying to stay ahead in an increasingly competitive market.
And while the rewards can be great, so can the anxieties that come with it. This article will explore five everyday worries that keep small business owners up at night and share how Quoter can help you overcome them.
“When am I going to write that quote?”
Creating quotes is an essential part of any small business. However, finding the time to sit down and craft them can be challenging. While managing your team, handling customer inquiries, and overseeing day-to-day operations, it’s easy for quotes to slip through the cracks.
This is where Quoter shines. By streamlining the quoting process and automating repetitive tasks, Quoter gives you back valuable time. With its user-friendly interface, you can create professional quotes in a fraction of the time it would take using traditional methods. Say goodbye to the stress of missed opportunities and hello to a more efficient way of doing business.
Here are 3 time-saving highlights with Quoter:
Integrations: Quoter is loaded with integrations to help save time. From your PSA to CRM, distributor catalogs, and online payment gateway, with Quoter, it’s easy to manage the end-to-end quoting process from one screen.
Adopting a new SaaS app – and setting up the integrations – takes time, but for Quoter Partners like Alex Wilkins of Wilkins IT Solutions Inc., it’s time well spent. In a recent case study for Quoter, he said:
“Once we had Autotask integrated with Quoter, and it was synching quotes back and forth, probably about a month or two in, I felt like I was getting serious ROI from Quoter. Pretty darn good for a SaaS tool.”
Read more: “Top 6 CRM integrations to use with Quoter.”
Manager Approvals: If you’re the only team member who can quote in your existing process, check this out.
With Manager Approvals, you can provide limited access to other team members to prepare quotes before sharing them with you for final approval. This gives you peace of mind for quality control while helping you free up time for other tasks.
Wilkins uses Manager Approvals to engage other remote team members in the quoting process. Even his most junior staff can create quotes in minutes.
Smart Templates: Full-service onboarding with Quoter’s Partner Success Specialists includes assistance in building your first template. From there, you have everything you need to create and save additional templates that make it easy and convenient to build quotes based on past successes. Instead of starting from scratch each time, you can go into the process knowing you’ve already got most of what you need, including integration-populated data, to put your professional quote together fast.
“How am I going to train that new salesperson?”
Training a new salesperson can be a daunting task, especially when you’re strapped for time. You may wonder how you can effectively pass on your knowledge and techniques to ensure they hit the ground running, especially if a hybrid or remote work environment keeps you from being face-to-face. The fear of a clunky onboarding process and potential mistakes can keep any small business owner up at night.
With Quoter’s unlimited users offering for all plans, it’s easy to get everyone on your team up-to-speed with your new processes for quote-to-cash. Quoter’s onboarding includes live, web-based training for convenient and comprehensive demonstrations of how to use the platform.
If you’re bringing a new staff member on board, Quoter’s easy-to-use dashboard is the perfect place to orient your hire around your quote-to-cash process. From one login, your sales-enabled staff can access templates, view past proposals, and access the customer and product data they need to put your next winning quote together.
“How can I gain a competitive edge?”
In a saturated market, standing out from the competition is crucial for the success of your small business. In a global survey of 1800 MSPs for its 2023 Global State of the MSP Report, Datto reported that competition was identified as the top challenge. The constant question of how to gain a competitive edge can be overwhelming, leaving you feeling like you’re constantly playing catch-up.
Quoter understands the importance of differentiation. With its advanced analytics and reporting features, you can gain valuable insights into your sales performance. Identify trends, track conversions, and make data-driven decisions to stay one step ahead of your competitors. Quoter empowers you to compete with confidence.
[Editor’s Note: Get inspired to discover your competitive edge – explore solutions for helping MSPs deliver exceptional customer experiences from ScalePad.]
“How much revenue are we generating this month?”
Tracking revenue and financial performance is vital for every small business owner. When you don’t have a clear picture of your cash flow or where your business stands financially, it’s easy to feel anxious about the future.
Quoter offers robust reporting tools that give you real-time visibility into your revenue. Monitor your sales metrics, track outstanding quotes, and measure your team’s performance effortlessly. Bring your business’s financial health into the light and be empowered to make proactive revenue moves for the future.
[Editor’s note: Currently a ConnectWise PSA customer? Gain even more business intelligence with Cognition360.]
“Did I forget to follow up?”
Follow-up is critical to nurturing leads and closing deals. Yet, in the hustle and bustle of running a small business, it’s easy to let follow-ups slip through the cracks, potentially costing you valuable opportunities.
With Quoter’s automated follow-up reminders, you can rest easy knowing no lead will be left behind. Set customized follow-up schedules and receive alerts when it’s time to reach out. Quoter helps you stay on top of your sales pipeline and ensures that every potential customer gets the attention they deserve.
Being a small business owner is challenging
One of the most common anxieties small business owners face is the pressure to provide timely quotes to potential clients. Whether you’re a service-based business or sell products, the need to accurately price your offerings and communicate their value can be overwhelming because in B2B, often when it rains, it pours. The back-of-your-mind question of “When will I write that quote?” can eat away at your time and energy.
But it’s not just about the pricing. Small business owners also have to juggle multiple responsibilities, from managing employees to handling finances and marketing. The weight of these responsibilities can sometimes be a heavy burden on your shoulders.
However, amidst the challenges, there are always solutions that can make your life as a small business owner easier. And that’s where Quoter comes in.
With Quoter’s end-to-end quote-to-cash platform, you can create professional and customized quotes in minutes. No more searching for templates or spending hours formatting documents. Quoter simplifies the process, allowing you to focus on what matters most – growing your business with less stress.
Quoter also provides valuable insights and analytics to help you make informed business decisions. With Quoter’s reporting features, you can track the success of your quotes, identify trends, and optimize your pricing strategy.
Moreover, Quoter understands that every business is unique. That’s why it offers customizable sales proposals that can be tailored to your brand’s aesthetic and voice. You can add your logo, choose your brand colors, and even include personalized messages to make your quotes stand out.
[Editor’s note: Quoter offers full-service onboarding so you can hit the ground running. Book a demo to learn more.]
What keeps you up at night?
As a small business owner, you’re bound to face anxieties along the journey. However, by embracing innovative solutions like Quoter, you can overcome these (totally understandable!) worries and regain peace of mind.
Take control of your quoting process, enhance your sales team’s training, outperform your competitors, track your revenue effortlessly, and never miss a follow-up again with Quoter. Free yourself from the burdens that keep you up at night, and get back to doing what motivates you the most.
Book a demo to see how easy it is to switch to Quoter.