Quote Valet - Technology that I can use

I once again find myself awed by how cool technology can be when it is applied in the right context.  I've recently been introduced to something called Quote Valet.  I had to take a few moments to write about it because it is just plain cool!!.  Something I do every day with customers is provide them with quotes on stuff.  More specifically IT stuff.  PC's, Servers, Mice, Monitors,Printers, Phones.  you name it and I can sell it in the IT space.  The old process was create a quote and  fax or email it over.  discuss on the phone and then have the customer print it, sign it and then fax or email it back.  (given a lot of customers have abandoned fax).  Worst case scenario would be customer has to print it, sign it, scan it and then send it.

With this application I create the estimate at my desk.  Email it to the customer and they can review it and accept it online.  Once I have the approval there is nothing to print out.  I click a few more buttons and turn the order into an activity to have purchasing order product and a ticket to have service install it.  One of the coolest things is that, as the sales rep, I receive an email when the customer reviews it.  Now that is one less time I need to bug them and we can make sure our communication is more effective.

Of course for the more complicated solutions I go on site and I always love to get a signature in person.  I love that part of this job.  I am always ready to get face to face.  With this tool we can keep the day to day activities as a minimum interruption and focus our time on the strategic projects.  This is a terrific application of technology and I'm lucky to be working for a company that is embracing automation in the way that Veracity does.

Thanks ~pz