Manage sales leads & quotes in HarmonyPSA

HarmonyPSA

The next generation of professional services automation.

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Manage sales leads & quotes in HarmonyPSA

Video Transcript

Speakers in this video: Jimmy (GetApp) and Steve (HarmonyPSA)

Steve: Okay. A sales companion is a canister for leads or a canister for new business so you might want to invest in a trade show. You might want to create a campaign that represents that and then within that, you have your leads, those who worked their way through opportunities, and so forth.

At the end of it, you've got an idea of exactly how the income was generated. This normally has the information all the way through to the revenue. So you can say was that trade show worth doing? Are we going to bother doing that next year?

Jimmy: Right.

Steve: It amalgamates all the information into one place.

Jimmy: Let's see - opportunities, quotes, and purchases. Anything else here that you'd like to walk me through that is maybe a feature that's very frequently used with your users?

Steve: People use this area mostly for quotes so if I pull up an opportunity, probably worth sharing as well, that your sales person's particularly interested in is from the back of the opportunities, you can create quote for customers. Again, you could go to quotes rating approval or quotes that haven't been looked at for a certain length of time.

If I pull up one of these quotes, it's worth noting a few things. We've got three types of things you can sell on quotes. You've got consumption billing, which are rate agreements. You have recurring billing, which is where something needs to be billed and at a certain amount in a recurring manner. And you've also got straight up purchases.

Jimmy: Okay.

Steve: You can add lines to these quotes straight from the product family. So, here I've got, because it's a dummy system, it's actually full of information. But I can choose straight from my product structure and add them straight to the quote, which makes it really, really quick to build up these quotes.

I can preview them. I can also add purchase orders on the back of them as well. So when I go to my related purchase orders and create a purchase order or something. So if I create a purchase order and I got a nice margin on the quote, I can figure out if it's worth doing or not and it can go through an approval process.

So people use this simple building of quotes an awful lot. It's one of the really, really great features of Harmony.

Jimmy: So, we could upload all of our product catalog and product options and quickly put together quotes to send out.

Steve: Exactly. Including all the terms as well. So to save sales people having to recreate these quotes all the time and have confusion over what's available, the product structure in Harmony that's available to [0:03:54] products and allows you to take items, price them for different jurisdictions, different currencies, and make it really easy to add them straight to quotes.

It's worth noting as well that Harmony's fully multi-currency.

Jimmy: Okay.

Steve: So, if you create the same price list for different currencies and the report and all the information are in the base currency. So you keep your FX rate in Harmony and really helps the reporting and have it consolidated.