Rating
Not rated yet
Reviews
No reviews yet
Pricing
Free
Listed since
2023

About Convertabl

Quickly produce accurate quotes early in the sales cycle for faster wins

When your prospects enquire, often the first company to send the quote wins the business. Beat out the competition by responding to your prospects faster with Convertabl. Strategically plan your sales efforts by foreseeing the value of a lead by referencing desired product quantities before engaging in a partnership.

Convertabl allows your sales team to add products, quantities, and pricing to a Salesforce lead to generate a standard quote faster. With mobile functionality, your sales representatives in the field will have the ability to capture this information with ease.

Simple configuration, fewer clicks, and instantaneous access to pricing gives your sales team an advantage in outpacing the competition.

Highlights

  • Gain a competitive edge by sending quotes faster. Build customer confidence with faster quote generation to fulfil the prospect's requests before hanging up the phone or ending the conversation.
  • Enhance strategic planning with upfront lead value determination. Gather valuable customer insights during the initial stages of the inquiry process to enrich strategic planning. Assess the profitability of prospective leads against sales targets.
  • Automatically synchronise quotes against an opportunity. Ensure sales process best practices are followed when converting a quote with automatic quote synchronisation against an opportunity record. Enable your sales team to boost their effectiveness.
  • Input quote details on the go with mobile capabilities. Capture quote-related data in the field, to execute sales processes on the go.

Screenshots

Convertabl Key Functionality

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Convertabl Key Functionality

Pricing

Free.

Compatibility

Works with
  • Sales Cloud
Requires
  • Sales Cloud
Salesforce editions
  • Professional
  • Enterprise
  • Unlimited
Lightning Experience
Supported
Salesforce mobile app
Supported
Salesforce security review
Passed on December 28, 2022
Industries
  • Horizontal Product
Languages
  • English

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