TargetA new line of business is usually a major investment of time and money – time in training, certification, and business process engineering as your company prepares to implement and support customers and a new product or service.

While sales training is also a part of this investment, there’s a significant component of a new business line that is often overlooked or “under”-looked: the ability to easily and naturally quote the new products and services.

To be blunt, I’ve seen many new lines of business fail before they get started simply because the sales team can’t propose it to their customers.

It’s natural enough to try to quote a new business line using your existing spreadsheets or word templates, and such is often the case. This results in a manual, half-baked, ill-understood proposal process that is first and foremost difficult – and that spells disaster for your new business line.

Do yourself and your business a big favor: Don’t just do a good job of setting up your proposals for that new business line: HIT IT OUT OF THE PARK. Go overboard. Make absolutely sure that your sales team can quote those new products and services while falling out of bed.

A few of the things that you should attend to:

Continue reading »


 

Five Major Sales Leaks That Could Be Affecting Your Company

My wife Anne gets after me because I’m not always careful enough with my spare change and bills, and they often fall out of my pocket. This often occurs in her car, and many a shopping excursion has been thus funded. She says I “leak money” (and does her best to restrict my access to the same).

Some of our customers leak sales rather than money, and this was brought home to me when I recently had a conversation with a good customer who had started using our Quosal Order Porter Mobile for the iPad application. He said he was doing three times as many quotes as he previously had been. Naturally, I think that’s great – but I realized, as he did, that he’d been missing out on two thirds of his sales opportunities before – he was leaking sales by writing them down on yellow sticky notes, or business cards, or just trying to commit to memory a customer’s request for a new product, or his own on-site observations of a customer’s needs. Now, he takes out his iPad and delivers the quote on-the-spot.

There are many ways to leak sales, and all of us do, sometimes on a daily basis. It’s a very costly habit. Here are a few ways that I see sales dribbling away for businesses of all types, but particularly our information technology audience. Continue reading »


 

Have you had the experience of believing the lyrics of a favorite old song go one way, but then finding out years (or decades) later that they go another? Most of us probably have. When this happens to me, I get a little flush of embarrassment and practically look around waiting for the lyrics police.

One of my favorite songs is “White Rabbit” by Jefferson Airplane. I was recently grieved to find that the lines

Remember what the dormouse said
Feed your head
Feed your head…

Are in reality

KEEP your head
KEEP your head

For any Lewis Carroll fans, this of course makes total sense in the context of the Alice in Wonderland tale, with the Red Queen after everyone’s head.

This revelation was a double-ding for me, because not only did I have it wrong but I thought that “Feed your Head” was brilliant. I interpreted it as what Steven Covey calls “Sharpening the Saw” – feed your head with new ideas, new skills, new training. Continue reading »


 

Quosal was formed on a foundation of beliefs that I had about the way business quotes are put together – a way that is sometimes not only not conducive to landing the deal, but can sometimes be counter to that purpose.

I believed then, and still believe today, that business quoting practices rarely put our best foot forward on a really basic professional level. Quotes and proposals are often shabbily prepared, not delivered on time, contain inaccuracies, are difficult to understand for the customer – you get the picture.

When we actively opened our offices and started Quosal rolling, I decided to use our own business startup as something of a research project. I set forth a few basic rules about our own procurement of anything bigger than a pen: that we would seek out at least 3 quotes for what we were purchasing, and that we’d track several “quote-based” metrics on each quote we were provided, such as:

  • Was the quote provided on time (we sought a time commitment from each vendor)
  • What was the format of the quote – hand-written? Verbal? Paper? PDF?
  • Did the quote contain inaccuracies? Math errors? Grammatical errors?
  • Did the quote accurately reflect what we’d asked for? Did it fill the need?

…and so on. Continue reading »


 

Look at that chart.

Just look at it!

That, according to Wired magazine’s Danger Room blog, is the Pentagon’s craziest PowerPoint slide.

It’s the The “Integrated Acquisitions Technology and Logistics Life Cycle Management” diagram, which purportedly describes the Pentagon’s process for developing, testing and acquiring new gear.

Stare long enough, and you’ll start to see why it takes a decade for the Defense Department to buy a tanker plane, or why Marines are still reading Web pages with Internet Explorer 6.

I recall a previous project of mine that involved seven different companies, each with its own agenda. I sat down and committed the project’s approval process to a PowerPoint slide, which I humorously titled “How a Bill Becomes a Law.” At the time, it was the ugliest thing I’d ever seen, with flow-chart lines going everywhere. But of course it was nothing compared to that Pentagon slide.

Does anything in your business resemble it?

We talk a lot about “personal productivity” and “lifehacking,” but we don’t spend enough time on company productivity, measured by the time it takes to turn a quote into an order, and how many steps are involved. And think about the steps it takes for a customer who wants to buy your product to get back to you. Print the quote. Sign the quote. Scan the quote. Get the scan into an email. Write the email. Send the email. Every step representing a moment where the customer can reconsider their decision.

Quosal and Quosal for ACT! will help you streamline this process, making it easy for your sales staff to get your approval, and Order Porter will make it even easier for your customers to say “Yes.”

But it’s all going to come down to you. How many flow chart lines can you delete from your process?


 

What does it mean to be “seamless?” In business software, we talk about a seamless integration, a seamless experience or a seamless workflow.

At Quosal, we’re constantly striving for seamless. We’re always looking for ways to remove the interruptions. It’s at the core of our experience. Quosal can turn quotes into ConnectWise service tickets. Quosal for ACT! can work independently of ACT! — you don’t need to remember to start one and then the other. Quosal saves everything in the background — there are no save buttons or error prompts asking you “do you want to save your changes?”

Let’s put some more stakes in the ground.

You should go from point A to point B without noticeable obstructions. There is no “point A-point-five.”

You shouldn’t have to start over when you move from one channel to the next. Everything contiguous.

The user should be thinking about the problem and not the tool. Carpenters drive nails — swinging a hammer is beside the point.

The system should have multiple component parts and interact with multiple systems — and the user should neither notice nor care.

Finally, here’s what seamless isn’t.

Seamless doesn’t mean I change my process to match your software. Don’t ask me to change to avoid your interruption of service. Providing a seamless experience doesn’t mean you force everyone to wear togas.


 

Our Quosal quote and proposal automation application delivers many advantages to our users. One of them is extremely flexible deployment, including the ability to host your data “in the cloud,” securely and reliably, for as many users as you need. This capability has been in the application since its release in 2008 – initially with our own servers, and later with the added option of hosting through Microsoft’s SQL-Azure cloud infrastructure.

Quosal is a Windows application and is always installed on a PC or virtual PC environment (Citrix, Terminal Server, etc.), so the ability to seamlessly host the data for the application in the Cloud is unusual – but it offers many advantages and benefits. We have always hosted our own use of Quosal in the cloud, at first as a way of “eating our own dog food,” but I wouldn’t change how we use our own product in this respect – it really offers significant benefits.

First, it’s great to be able to access my central quote and proposal database no matter where I am, without reliance on a corporate VPN or other infrastructure. Several times, I’ve simply downloaded the client application on a new PC, activated with our internal key, and been up and running with my central database in a matter of minutes, without the need to install VPN and other infrastructure that would be needed even for an RDP session. It’s great to not be “tethered.” Whether at home, at the cabin or on the road, I’m always able to access my cloud-based data.

Second, my remote employees around the country have instant and excellent access to the shared quoting database with excellent performance – which is unfortunately not true when they’re on the corporate VPN. With the way our PSA works, a remote employee has full-speed, full-function access to our two most important applications just with an Internet connection.

Third, the “zero administration” of our cloud database is a great benefit even for our own product. While Quosal’s administrative requirements are low even for an internal database, you can’t get away from the fact that any database server has an administrative load that almost disappears when your data is in the Cloud.

For our customers, a Cloud-based deployment provides an excellent and elegant solution in many situations:

  • Multiple offices that all need access to shared central data for quotes and proposals.
  • Many remote users and road warriors that require the same, especially from high-latency connections.
  • Companies that are virtualizing and don’t want to set up a physical database server.
  • Companies without a dba or internal database resources that want the hassle-free setup and management of a shared database.

We’ve found that the deployment model that a customer wishes to choose should be separate from the billing model (Licensed or SaaS) that a customer might wish to choose – so we have many customers that have licensed the product, but still run their data in the Cloud as a deployment option. Far from being just a “pay as you go” alternative, Cloud-based data deployment is a highly advantageous way to go for customers large and small.

Both as a Cloud developer and as a user of an advanced desktop application that can store its data in the Cloud, I’m a big fan.


 

From the moment I held an Apple iPad and told the missus it was the sexiest thing I’d ever held (she nodded with a solemn understanding), I felt it was a game-changer. Two weeks later, I demonstrated the iPad with our Order Porter software on ConnectWise TV with Arnie Bellini.

So 10 weeks later, it’s time for an iPad checkup. Has the game changed?  I examine this question only in the limited context of our own company, not the wide world at large.

First, I’ve followed through on getting all of our employees an iPad here at Quosal (with the exception of the interns, who shoot me the evil eye each time they hear me say this). We’ll be doing enough with the iPad that everyone here needs to wrap themselves in the gestalt of the device and platform. So does everyone use it yet?  No – but most everyone does. Our power user is Sam, who bring his iPad to every meeting and executes his action items on it as they are decided, running ConnectWise and other apps via RDP.

My own usage is more along the lines of a good blog by Chris Day (http://www.fullymanaged.com/blog/apple-ipad-thoughts-and-5-fantastic.html) – email, browser, RDP.

Another use we’ve all found for the iPad is GoToMeeting, a tool we use constantly. GTM has a great client for the iPad.

Of course, we all use the iPad with our own software. On April 20, I showed the first-cut examples, and our first customers are going into production/use with the iPad just this week. We’re really excited about the platform and are doing a lot around it.

So, is it indeed a game changer, so far, after 3 months? For us, internally, I’m going to be honest and say, “Not yet, but soon.” I’m very confident it has been a game-changer already for other companies with other uses — it definitely makes me wish I was in the medical systems field — and we can certainly vouch for the game-changing that we at Quosal will be doing for many MSPs and their sales professionals with the iPad!


 

As I’m talking to new customers or demonstrating our product for prospective customers, the subject of redundant data entry — entering the same information multiple times into multiple systems — almost always comes up.

It’s very common to find companies entering the same data they put on their quotes at least two or three times into different systems. I joke with them that three or four re-entries is common, but that the world record is six re-entries into different systems. But this is not joke — in fact, I’ve encountered at least three companies that are tied for this dubious distinction.

Here’s a typical but not specific breakdown of these re-entries:

1)  On the quote itself (spreadsheet or quoting system)

2)  Into their opportunity management/sales tracking/CRM system

Then after the “win” is posted:

3)  Into their Sales Order System

4)  Into their Purchase Order System

5)  Into their vendor’s on-line purchase order system

6)  Into a separate commission tracking system

True, six different times into six different systems is extreme, but customers often get silent for a moment as I enumerate the above list, because they realize just how many times they really are re-entering the same data into different systems, and what a black hole of productivity and accuracy this really is.

If you’re double or triple-entering your quote and proposal data, improvements to your process can have a very positive impact on your profitability and your processes. If you’re re-entering that data four or more times, then you have a serious leak that needs attention.

A new approach to quote and proposal automation can certainly be a big part of the solution. Another important part of solving the problem can be the expertise of a business process consultant, a service that we provide at Quosal in the areas related to your quote and proposal processes, and the quote-to-order processes.

Eliminate the redundancy, and you’ll be very pleasantly surprised at the bottom line results.

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