"It is essential to me that my quotes are accurate, and that the client can trust that I respect every dollar spent on their project. To ensure accuracy, I use QuoteWerks, which is a quoting and proposal software that integrates with my Salesforce CRM. When quoting, I am sure to tag tasks clearly, assign them correctly, add due dates, and set reminder alerts. This high level of organizing ensures that time is always well-spent, and the client is never paying for idle time. I like to provide milestone updates to my clients, and the projects' financial status is always accessible to them."
