Transform the need identified during the phone call into a controlled, revised, and order-convertible business proposal.
Telemarketing offer management allows the representative to compile suitable products, quantities, prices, promotions, delivery and payment terms for the customer's needs during the call.
A quotation is a recorded form of the commercial commitment made to the customer. Therefore, price and stock information must be up-to-date, authorization limits must be applied, and changes must be tracked through revisions.
Proposal generation resources
Product selection during the sales meeting.
Customer's previous cart or request
Revision of the current proposal
Product renewal or supplementary sale
Campaign and targeted bidding
Configurable product or service package
Proposal content
Customer and contact information
Product, quantity, configuration, and descriptions.
List price, discount, promotion and net price
Taxes, expenses and totals
Stock, delivery date and logistics conditions
Payment method and term
Validity date and conditions
Representative, resource search and revision information
Presenting the offer to the customer
The offer can be shared via email, SMS link, customer portal, or as a document after the meeting. The customer should be able to view the offer, accept or reject it, ask questions, and proceed to the secure payment or order step if necessary.
Proposal tracking
Sent and viewed information
Offers nearing their expiration date
Customer callback history
Revision and counter-proposal
Reasons for acceptance, rejection, and loss.
Order conversion and generated revenue
Use the offer not as a document sent at the end of the meeting, but as a traceable sales object that manages the customer's decision and transition to ordering.