How do you automate the handling of quote requests from the website?

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NewVisibility, communication and digital marketing agency in Cantù
Quotes

From the online request to the management system

You can automate the handling of quote requests by sending the form data straight into the CRM or management system, with all the information already in order. We build it for companies in Como, Brianza and Milan.

The problem

No more copying and pasting from emails

When requests arrive by email, someone has to read them, copy them into the management system and work out who to assign them to. With integration, the website form fills in the customer record, creates the request and assigns it to the right contact. What is left to your team is the part that matters: preparing the offer. The connection is set up by our team in Cantù, in the province of Como.

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Guided form

Fields designed to collect the information needed to prepare the offer.

Aligned customer records

An existing customer is recognised, avoiding duplicates.

Assignment and alert

The contact receives the request and the customer a confirmation.

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Contact

Want to receive quotes already in order?

We will explain how to connect your website form to the systems you use.

Contact us
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To automate after-sales support, the website form, CRM and management system are connected: each request reaches the right department already linked to customer and product, and the customer follows its status in the reserved area. Our team in Cantù builds it for companies in Como, Milan and Lugano.

To connect the website to production processes, website and management system are made to talk through APIs: orders and configurations entered online enter the production department's flow with no manual steps. Our team in Cantù follows these projects for companies in Como, Brianza and Milan.

For the automatic update of products, the website is connected to the PIM or management system: when you edit a sheet, descriptions, features, attachments and availability update online on their own. A service we offer from Cantù to companies in Como, Milan and Lugano with large catalogues.

It makes sense to choose NewVisibility for your PIM because development, APIs and servers stay in a single in-house team in Cantù (Como). We build bespoke websites on an enterprise CMS, connect them to ERP, CRM and PIM, and have won CSSDA awards. We work for companies between Milan and Lugano.

A webhook is an automatic message that one piece of software sends to another when an event occurs, such as a new contact or a change to an order. It aligns systems immediately, without constantly asking for news: we design it in Cantù for companies in Como and Brianza.

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