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How to use Quoter to build better relationships in B2B sales

Building strong relationships is crucial in the world of B2B sales. The success of your business often depends on the connection you establish with your clients. 

But relationship building takes time. As a busy IT service provider or salesperson, it can be challenging to prioritize nurturing connections amid all of your other tasks. 

What if you could proactively build relationships without adding more tasks to your list? With Quoter, you can: 

  • Automate timely, personalized quote follow-up emails
  • Assess client needs based on quote history  
  • Be the first to respond to quote requests 
  • Deliver accurate quotes for hardware, software, and services
  • Streamline approvals and payments for customer convenience

In this guide, we’ll explain why relationships are so valuable for B2B sales and walk through five features in Quoter to help you in your quest to be every client and prospect’s favorite vendor. 

Let’s go! 

Why are solid relationships important in B2B sales?

Establishing solid relationships in B2B sales is crucial for several reasons: 

1. Boosting trust

When you have a strong connection with your clients, they are more likely to view you as a trusted advisor than just another salesperson. This trust allows you to have open and honest conversations about their needs and challenges, enabling you to provide tailored solutions that truly address their pain points.

2. Client loyalty

It’s about a feeling: when clients feel valued and understood, they are more likely to remain loyal to your brand and continue doing business with you in the long run. This loyalty leads to repeat sales and opens doors for upselling and cross-selling opportunities. By maintaining a strong relationship, you can quickly identify additional products or services that may benefit your clients, increasing your sales volumes.

3. Client satisfaction

Another essential client feeling in the B2B sales cycle is having needs met with genuine care. This satisfaction leads to positive word-of-mouth referrals and reduces the likelihood of clients seeking out your competitors.

4. Better communication

A solid connection with your clients makes aligning your goals and objectives easy, ensuring that both parties work towards a mutually beneficial outcome. This collaboration strengthens the partnership and enhances the overall value proposition you offer to your clients.

Now, let’s explore how Quoter can assist you in strengthening those relationships.

Automated email follow-ups

Consistent communication is one of the keys to maintaining solid relationships with your clients. 

With Email Tracking from Quoter, you can keep track of client communication and know the right time to follow up on all quotes sent from within Quoter.

By automating the follow-up process, Quoter saves you valuable time and effort (including remembering when to follow up). With Automated Quote Reminders, you can schedule email reminders to be sent to a quote recipient. Emails sent within Quoter are professional and on-brand, with formatting controls to format and paste in your email signature. 

Concise customer data

Understanding your client’s needs is essential for building a solid relationship. Quoter provides concise customer data that gives valuable insights into your clients’ buying behavior based on quote history. 

When understanding your clients, having access to detailed information is critical. Quoter’s customer data feature goes beyond just basic contact details. It provides a comprehensive view of your clients, allowing you to generate reports based on Top Accounts, Top Product Categories, and other custom date parameters. 

By analyzing this information, you can better understand the landscape of who you serve and what challenges they may be facing. This knowledge can help you tailor your offerings to their specific needs, positioning yourself as a reliable partner who truly understands their requirements.

First-in-line response

In the fast-paced world of B2B sales, quick response times can help you stand out from the competition. Quoter enables you to compete as first in line when your clients reach out. You can promptly respond to inquiries with quotations built in seconds, demonstrating your commitment to excellent customer service.

But what exactly does it mean to be the first in line? It means being there for your clients when they need you the most. It means being proactive and responsive, showing them their time and business are valued. Quoter’s lightning-fast quoting capabilities empower you to achieve just that.

But it’s not just about speed. Quoter also helps you deliver a personalized and professional response. The platform allows you to create templates for every variation of hardware, software, and service-combined quote, ensuring you or anyone on your team with a Quoter seat can quote quickly. 

[Editor’s note: All Quoter plans come with unlimited seats so you create a culture of quoting team-wide.]

By leveraging how fast quoting can be with Quoter, you establish a reputation for reliability and professionalism. This consistent and timely engagement builds trust, establishing a long-lasting relationship with your clients.

Accuracy in quoted services and hardware

Avoiding errors in your quotes is vital to maintain credibility with your clients. Quoter provides automated calculations on quotes, ensuring quoted services and hardware offerings are accurate. With real-time pricing updates and customizable templates, Quoter enables you to generate error-free quotes swiftly, including for hardware pricing and availability, where Quoter integrates with top distributors to ensure you don’t miss a beat. 

[Editor’s note: Quoter also offers a product catalog powered by Gfk Etilize that lets you directly add products and services to quotes from supported integrations. Learn more!

This attention to detail helps you build trust with your clients and prevents potential misunderstandings. By delivering accurate quotes promptly, you demonstrate your expertise and commitment to providing reliable solutions, reinforcing your relationship with your clients.

Streamlined user experience with e-signature and automated payments

To further enhance your client relationship, Quoter offers a streamlined user experience through its e-signature and automated payment features. With Quoter, clients can quickly review, approve, and sign quotes online, eliminating the hassle of paperwork and delays.

In addition, Quoter’s automated payment system simplifies the transaction process, making it seamless and efficient. This convenience shows your clients that you value their time and are committed to providing a hassle-free experience.


You can establish and strengthen connections with your clients by leveraging its automated email follow-ups, concise customer data, first-in-line response, accuracy in quoted services and hardware, and streamlined user experience. Remember, successful B2B sales rely on trust, loyalty, and understanding. Lighten your workload with Quoter to enhance your relationship-building efforts and increase sales. See a demo to get started.

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