Quote Management

The Tour de Force CRM Quote Manager gives an organization the ability to quickly create Quotes and link those Quotes to Accounts, Contacts, or Opportunities. These Quotes are intended to allow an organization to easily and efficiently provide customers with Quick Quotes for pricing and availability.

Tour de Force CRM Quotation Management

Be Efficient

Create new Quotes or review existing Quotes directly from Microsoft Outlook.

Be Effective

Create custom Quote lists and reports with the use of extensive filtering capabilities which allow you to filter on any field found in a Quote.

“Before implementing Tour de Force CRM, we were using a quoting system that was very spread out. Our sales representatives would have to ask for information from Purchasing, would fill out forms using that data, and would then have to enter that data into another database so that we could track it. Now we are able to combine the power of Tour de Force CRM and Microsoft Outlook to manage and track our Quotes and our Opportunities so that we have better visibility to what’s going on within our Quoting Process.”

Scott Gray
IT Manager
Sambrailo Packaging

What Our Clients Are Saying…

Neff Group has been using Tour de Force CRM for nearly 10 years and depends on Tour de Force CRM to provide the comprehensive data we need to evaluate the performance of our sales organization and the individual Sales Team Members. As we continue to grow and expand our requirements within our CRM strategy, Tour de Force CRM is there to listen and addressed most of our needs within the software. The extensive sales analytics that Tour de Force CRM provides to our sales team out of our ERP… — Don Norman, Director of Sales & Marketing - Neff Group Distributors, Inc., http://www.neffengineering.com

Tour de Force CRM Mobile is one of the most powerful tools in our company's arsenal. Now, our salespeople can get all the information that they need without having to whip out the their laptop. Tour de Force CRM Mobile makes the smartphone a "genius" phone. — Kevin Hogarth, Operations Manager - Neff Power, Inc., http://www.neffpower.com

I recently attended a large trade show armed with Tour de Force CRM mobile and it was the most productive trade show I have ever attended. Before stepping into a customer’s booth I was able to view all of the contacts at that customer as well as recent activities and notes made by our sales staff. Rather than stepping in there with, “Hello, you guys buy some stuff from our company” I was able to go in with “Hello, we have been working with your engineer Jeff on making some… — Chris Restorick, Sales - Tompkins Industries, Inc., http://www.tompkinsind.com

We love Tour de Force CRM and the power of what it tells us! It provides us with so much information right at our fingertips. We have best practices in place for our accounting department, inside sales, and outside sales. It seems like we are discovering a new gem every day with Tour de Force CRM that we never knew about before. — Scott Heiling, VP Operations - HeiTek Automation, http://www.heitek.com

Tour de Force CRM has helped our organization better understand our pipelines and projects with our customers. It has also helped our sales team remember to follow up on tasks and appointments automatically, which has helped us become a more professional sales organization. This has not only helped us better partner with our vendors but has also helped us streamline our operations and inventory management. — Jeff Squires, VP Automation/Electrical - SMC, http://www.smcelectric.com

The Business System Integration module in Tour de Force CRM provides us insights to data in our Epicor Prelude ERP system that we didn’t have insights to before. It allows us to analyze that data to see where we need to improve. Tour de Force CRM also provides our Outside Sales team with access to sales data about their Accounts, such as open orders and open quotes. They don’t use the Prelude system, so they completely rely on Tour de Force CRM for access to this key information about their… — Tyra Bean, Marketing Manager - Pumps, Parts & Service, Inc., http://www.pp-s.com

For me, the experience of working with Tour de Force has been excellent. Honestly, the implementation has gone over much smoother than I anticipated. Tour de Force CRM has done an extremely successful job in making sure that the integration to our Eclipse ERP system has moved smoothly. I think that we’ve had such a successful experience because of the support of the Tour de Force team. — Lisa M. Jaswinski, Marketing Promotions & Communications Manager - US Supply Company, Inc., http://www.ussupply.com

Tour de Force CRM provides our company with an easily and highly customizable package with the added benefit of tying specifically with our Eclipse ERP system, allowing us to track what we deem important. The support team is top notch and provides a level of professionalism rarely seen in the software industry. — Chris Bohn, Director of Information Technology - APR Supply Co., http://www.aprsupply.com

Before implementing Tour de Force CRM, we were using a quoting system that was very spread out. Our sales representatives would have to ask for information from Purchasing, would fill out forms using that data, and would then have to enter that data into another database so that we could track it. Now we are able to combine the power of Tour de Force CRM and Microsoft Outlook to manage and track our Quotes and our Opportunities so that we have better visibility to what’s going on within our… — Scott Gray, IT Manager - Sambrailo Packaging, http://www.sambrailo.com/

We use the Gap Analysis feature in Tour de Force CRM when we run promotions. An example is a promotion for floor pads, which is the product you put under a machine to burnish a floor and make it shine. When we run this promotion, Gap Analysis allows us to identify which of our customers are buying the chemicals that are used with the floor pads to make their floor shine, but are not purchasing the actual floor pads. This works very well for our promotions, as it provides our sales reps with… — TJ White, IT Manager - MASSCO, Inc., http://www.massco.com