Socket’s simple and easy-to-use interface makes quoting and lead management, dare we say, fun!
It only takes minutes to build your Online Quote Forms using Socket, allowing you to start receiving leads in no time.
Create your products and services only once, then simply drag them onto your Quote Form(s). This saves tremendous amounts of time when creating variations of your Quote Forms.
Plugging Socket’s Instant Online Quoting System into your website requires no coding knowledge. Simply copy a small piece of auto-generated code and paste it into your website wherever you would like Socket’s Instant Online Quote Builder to display.
Socket’s powerful searching tools make it easy to find quotes or customer leads. Easily combine search criteria to find information with great flexibility.
You can easily assign sales quotes to one or more of your salespeople for effective lead management. Quickly mark quotes as pending, PO received, ordered, fulfilled, or lost.
Easily gain insight into your business with reports and graphs of quotes, sales, and closing ratios over time.
Next: Lead Generation and Management