Top 6 CRM integrations to use with Quoter

Right where the sale takes place, Quoter can look up contact information to quickly populate a quote, then push the quote details into your CRM depending on status, or when it's updated.

B2B Sales Automation Starts With How Your Business Quotes

B2B sales automation is becoming an industry standard. View our sample workflow illustration to see how Quoter optimizes different parts of the quoting process.

4 Ways B2B Sales Teams Collaborate Working Remote

How can owners at an MSP manage a remote sales team? How do you promote team building, effective communication, and measure productivity without micro-managing? 

Cross-sell & Upsell Opportunities to Maximize Customer LTV

If your B2B sales strategy doesn’t include cross-selling and upselling, you’re likely leaving thousands of dollars on the table. Even worse, you’re not helping your customers win.

Quoter Product Update: Taxes

Introducing County Tax! This new set of controls will allow your business to configure more specific, standardized tax settings that are then added to quotes and proposals.

Quoter Pro Tips: Form Fields

The ability to manage which customer information is required when generating a Quote can be managed under Settings > Form Fields as per the screenshot below: In the above example, only the...

Quoter Pro Tips: Quote Columns

The ability to show or hide the Quote Columns displayed on the Quote PDF can be managed under Settings > Quote Columns as per the screenshot below: In the above example, both...

Socket Pro Tips: Labels & Messages

Quickly customize all of the customer-facing text using our Localization functionality found under Settings > Labels & Messages by editing the labels and text visible throughout the customer-facing areas of Socket...

Socket Pro Tips: Resellers

We often get asked about our Reseller feature which is available on our Station plan and above. Resellers allow you to define company information for each of your Resellers or Affiliates that...

Quoter Pro Tips: Email Tracking

Our Email Tracking functionality will allow you to keep track of communication with customers, and know the right time to follow up for all Quotes sent from within Socket: The different...

Socket Pro Tips: Separate Upfront/Recurring Table

The ability to separate the Upfront/Recurring tables will provide absolute clarity for your customer to know what they’re responsible to pay upfront, and what they’ll be responsible to pay on a...

Socket Pro Tips: Search CRM for People

Our Search CRM for People feature is available with the following supported Connectors: Salesforce, Highrise, Zoho, Infusionsoft, Base CRM, and Nutshell CRM. By default, as you enter a customer's contact information...