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by Philip Scott
Wow, what a week!
We've been doing a lot of quotes using our new quote system, and improving it a little as we go.
The most important thing to know about any systems you implement, now matter how simple, it will never be perfect right from the start. In fact it may NEVER be perfect, but then that's not the point!
By accepting that your system is always a work in progress, you can look for little tweaks along the way to make life easier and make your business more efficient.
For example, as our quotes increased in number, I needed a way to help with following up on quotes. Now I can simply click on a button to show the list of open quotes, and as I call each one to follow up I can click a button if they either accept or reject the quote, or I can click one of a few extend buttons which will then relegate the quote down for one or more days, allowing me to follow up on it later.
But back to the topic of the week. We're a fairly small printing business, so we can't print everything ourselves. When we get really big jobs (and we seem to be getting quite a few of these), we usually have to outsource them to some large trade printers. They have huge machines that take up the size of a few tennis courts, sometimes more.
Quoting on jobs like this can be complex and often very time consuming. Each part of the project may involve getting prices from a range of other suppliers, so we built a system that would allow us to set the specifications for the project once, and then let the system automatically generate quote requests to the relevant suppliers via email. As we get quotes from the suppliers we can simply plug in the amounts and the system allows us to choose the best (not always the cheapest) supplier.
Not only do we get back to our clients quicker, the suppliers love it because they get requests in a consistent easy to manage format.
I love it :)
Posted in business |
Posted by Philip Scott
24 Jan 2012

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09 May 01, 2011 21:52 I can't believe! I came here on the 1st of May to start my month off on a baiuteful note. And then, there I see, my book on YOUR blog. I am honored, flattered and completely happy. Thank you so much thank you, thank you! xooxox
Rating: 3 / 5
by Jefferson on 28 Oct 2015

Hi Philip You had an article recommending a colleague who markets a training video relating to Facebook? Please sebd me details. Regards Nick
Rating: 4 / 5
by Nick on 24 Jun 2013

Hi Phillip, Hope all is well in the new year for you and family and the business. I just read your article on quotes... What kind of printing do you do? Kind Regards, Agata
Rating: 4 / 5
by Agata on 24 Jan 2012

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