Aspire Announces SugarCRM-Friendly Version of QuoteWerks
Product update brings sales-quoting software and customer relations management together.
Aspire Technologies Inc., maker of sales-quoting software for SMBs, has launched its latest version of QuoteWerks. The update enables integration with SugarCRM, an open-source customer relations management application.
Under the terms of Aspire Technologies’ new partnership with SugarCRM, QuoteWerks will be offered through the SugarExchange marketplace.†
Aspire is partnering with SugarCRM, says Aspire Technologies vice president Keith Carrington, because “sales quoting and CRM go hand in hand.” He says, “Companies want to have a seamless, accurate and efficient sales-quoting process that makes use of vital customer and sales opportunity data that typically reside in disparate CRM, accounting, and quoting systems.”
SugarCRM currently has over 500,000 users in 195 countries, while QuoteWerks has 50,000 users in 101 countries. †Both companies anticipate strong demand for their products across multiple industries and markets.
The features of the new QuoteWerks integration for SugarCRM include:
- The ability to search the SugarCRM database for a contact or account to use in a quote.
- The creation of a “Note” record that will attach a linked document to quote that is being created.
- The creation or update of a “sales opportunity” under the Sales tab for a given CRM contact.
- The ability to convert a quote to an order or a sales opportunity to a “closed as won” sale.
- The ability to schedule follow-ups for particular quotes.
- The ability to fill data fields, created in the print layout designer, using SugarCRM.
QuoteWerks integrates with SugarCRM versions 5.1 and 5.2, including Community, Express, Professional, and Enterprise editions. †For more information, visit the QuoteWerks Web site.
