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What is Pre-Sales? Using Estimate and Proposal in CoCRM
April 11, 2025
CoCRM
Entrepreneurs
CRM
The pre-sale process must also be managed with care. This is where the concept of "pre-sales" comes into play.
In today’s competitive landscape, it’s not enough for companies to focus only on the moment of sale. The pre-sale process must also be managed with care. This is where the concept of "pre-sales" comes into play. So, what exactly is pre-sales, and how can you optimize this process using estimates and proposals in CoCRM? In this article, we will cover everything you need to know about pre-sales, starting with its definition and how estimate and proposal management work in CoCRM.
What is Pre-Sales?
Pre-sales is the process of identifying, analyzing, and providing valuable insights to the sales team about potential customers. Considered one of the building blocks of sales, this stage aims to reach the right customers and offer them appropriate solutions. An effective pre-sales strategy helps the sales team make the best use of their time and engage with the right target audience.
Advanced CRM systems like CoCRM offer powerful tools to optimize the pre-sales process. Specifically, estimate (forecasting) and proposal (quotation) management play a critical role in increasing success rates in the sales cycle.
Using Estimate and Proposal in CoCRM
CoCRM provides sales teams with estimate and proposal modules to better understand customer needs and forecast sales opportunities. Effectively using these tools can boost the productivity of the sales team and increase conversion rates.
Estimate (Forecasting) Management in CoCRM
Sales forecasting is a technique that helps predict future sales figures. This process is carried out by analyzing past data, market trends, and current customer behavior.
With estimate management in CoCRM, you can:
- Forecast the success rates of sales opportunities
- Set realistic goals for the team
- Calculate future revenue streams
- Analyze which customer segments bring in the most conversions
Thanks to the analytics and reporting tools CoCRM offers, the sales team can see which opportunities should be prioritized and use their resources most effectively.
Proposal (Quotation) Management in CoCRM
Proposal management is one of the most critical stages in the sales cycle. Ensuring that the proposal presented to the customer is accurate, competitive, and aligned with their needs keeps the sales close rate high. CoCRM offers comprehensive tools to streamline proposal management and enable the sales team to act quickly.
With proposal management in CoCRM, you can:
- Quickly create proposals using ready-made templates
- Send proposals to customers in PDF format
- Track the approval process of proposals
- Analyze customer feedback on proposals
This way, the sales team avoids wasting time creating proposals manually and can respond to customers faster, gaining a competitive edge.
Boost Pre-Sales Success with CoCRM
The estimate and proposal management offered by CoCRM play a pivotal role in increasing the success rates of the pre-sales process. When used with the right strategies, your sales team will work more efficiently and generate significantly more conversions. By leveraging CRM technology to its fullest, you can optimize your pre-sales processes and stay a step ahead of your competitors.
Use CoCRM to make accurate sales forecasts, prepare proposals quickly, and take your customer acquisition rate to new heights!
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