Last Revised: Written by Veloxity CRM Time Estimate: About 2 minutes to read. Version 2.0
Contents
What is Product Management?
Definition
Manage your Products in real-time by defining Products and Product Bundles in Veloxity CRM.
Maintaining a centralized resource featuring real-time availability and pricing of Products optimizes quoting and performance through streamlining data accuracy.
Access current pricing, create discounted Product Bundles, produce professional quotes, and attach quotes to emails all within Veloxity CRM.
How can I use Product Management?
Product Management improves data accuracy and allows for improved customer service:
Keep track of Products in one easy to access location.
Create Product Bundles to manage discounts and sales of bundled items.
Quickly add Products and Product Bundles to generate quotes for prospective customers.
Where can I find Product Management?
Click Products on the Main Menu to access Product Management.
Navigating Product Management
You are looking at a screenshot of Product Management:
Figure 1. Locating Product Management on the Main Menu.
How can I use Product Management?
Products
Keep track of current products and pricing.
Visit Products to learn how to use Products.
Product Bundles
Product Bundles allow you to easily group and add multiple products at one time to your Quotes.
Custom default quantities and discounts can be applied to each Product in the Bundle.
Visit Product Bundles to learn how to use Product Bundles.
Quotes
Quote Maker uses the information stored in both Product Management and Opportunities to provide real-time data for your Quotes.
Visit Quote Maker to learn how to produce professional quotes, and attach Quotes to emails from within Veloxity CRM.
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