GoldMine Showcase: QuoteWerks

by Paul Scondac & Sarah Friedlander Garcia on December 22, 2017

In this GoldMine Showcase with Brandon Grant, Marketing Director at QuoteWerks, we highlighted how your organization can benefit from automating your quotes and proposals creation process, and integrating GoldMine with QuoteWerks.

Thank you to everyone who participated in this webinar. Below is the video recording, slide deck, and Q&A.

If you have questions about IntelliClick or would like an individual demo, feel free to contact us.

Agenda

  • Introduction
  • QuoteWerks
    • Introduction
    • What is QuoteWerks?
    • Who uses QuoteWerks?
    • Key Features
    • Demo
  • Q&A Session

Slide Deck


Questions & Answers

  1. Q: How much does the integration cost?
    A: The QuoteWerks integration with GoldMine is included with the QuoteWerks license, and we are always up-to-date with new GoldMine releases.
     
  2. Q: How does the QuoteWerks licensing work?
    A: The QuoteWerks licensing is concurrent, which means it only needs as many users that will be using it simultaneously, and it does not need to match your GoldMine user count, since not everyone who using the CRM needs to access QuoteWerks as well.
     
  3. Q: Can I create multiple templates based on the kind of quote I want to send?
    A: Absolutely. If you’re selling multiple products or services, we have pre-made templates, creating multiple document types in QuoteWerks is easily done, and you customize the document output as well.
     
  4. Q: What happens when I update GoldMine – do I need to update QuoteWerks as well?
    A: As long as your CRM data is synchronized and updated with QuoteWerks, everything should match up after and update.

Find similar articles in these categories:

PRODUCTS: GoldMine CRM QuoteWerks

AUDIENCES: Administrators End Users

Paul Scondac
Marketing Manager at UpCurve Cloud
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Sarah Friedlander Garcia
Director of Marketing at UpCurve Cloud
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