6.5 Converting More Sales

Convert more sales: Turn "maybe" money into "yes" money

Following up on quotes consistently is one of the easiest ways to win more business and keep opportunities from slipping through the cracks. This article walks through how to organize your quote pipeline in Printavo, track outstanding opportunities, and use tools like statuses and automations to stay on top of customer follow-up and close more sales. We'll break this down into the following articles:

• 4.2 Customizing Job Statuses
• 4.3 Defining "Quote" vs. "Invoice"
• 4.4 Quote List: Manage & Win More Sales Opportunities
• 5.3 Automations

Without a system in place, it becomes difficult for shops to stay on top of quotes they've begun with customers.

Having insight into how much potential revenue you can convert into confirmed revenue is one of the easiest ways to set goals and increase profits. Don't get us wrong, there's still work involved, but knowing where to start the journey is where a lot of shops can get stuck.

As we've covered previously, Printavo's Quote List helps shops isolate and focus on quotes that have been created but not yet approved. 

Watch the video at the top of the page to see Printavo's Bruce Ackerman provide some tips on how to create a repetitive follow-up process for increasing your shop's sales.