6 ways your sales rep could be doing more harm than good

And how your business might be paying the price.

The most important role in any business is sales. Without someone selling it, nobody is designing it, making it or getting paid for it. Sales reps are unquestionably the lifeblood of any business. It’s not to say that everyone else in your business, regardless of their role, isn’t important, but without sales reps hitting the streets, making the calls and bringing in the bucks, everyone else might not have a job.

Like most, during the lifetime of my career, I’ve seen great sales reps and not so great ones. In fact, some people I’ve seen in sales roles were real head-scratchers as to why they even chose sales as a career path, simply because they were so bad at it and never showed improvement. Hiring the right sales rep is a topic that can fill a library on its own. There are plenty of resources that can help you find the right person for your company. But make no mistake, it does start with hiring the right person, which is something you can address in your next recruiting effort.

There are a variety of circumstances in which you might find yourself dealing with underperforming sales reps. Sometimes we hire people that work out in the beginning, but things change for one reason or another and it impacts their sales performance. Other times it’s as simple as the person hired was just not the right person for the job. Regardless of the reason, when looking at the role of a sales rep based solely on their performance, this is often cut-and-dry and you can choose to address the issue accordingly.

But what about your sales reps that do meet their numbers, and perhaps even outperform the rest of your team? Could they be holding your business back and stunting your growth? Sounds odd, right? But this situation is more common than you might expect. Believe it or not, there are performing sales reps that prevent their company from achieving greatness, and not dealing with them might cause you greater harm than good.

The self-serving opportunist will put their best interests before those of the company. If you can’t see or do anything about it when you know it is happening then you’re contributing to a dangerous problem that will cap the company’s growth potential. Here a few examples of circumstances that can have severe impacts on the growth of your business.

Sales reps camping on their accounts

In the online gaming world, the term ‘camping’ refers to players who situate themselves in overly advantageous positions and don’t move from that spot, because they are safe. In these circumstances, the other opposing players usually don’t have a chance, because campers repeatedly ambush their opponents. In most cases, camping is often synonymous with cheating.

Sales Camping is similar in that a sales rep works a limited amount of accounts that are generally responsible for 90% of their sales revenue.  While that’s great for their sales, in the long term it becomes a high risk for the company if those accounts were ever to be lost. There are a variety of scenarios that could jeopardize an account, including relationships with the customer changing or falling apart, competitors gradually penetrating opportunities with your customer, and your sales rep leaving the organization and taking their customers with them, just to name a few and none of which are far-fetched. When things are going great for the company, Sales Camping goes virtually unnoticed or nobody feels the pressing need to address the issue even if it is obvious. It’s when customer purchasing slows down considerably or when unforeseen circumstances show themselves, such as layoffs, budget cuts or mergers and acquisitions, that the problem hits-hard and could have a major impact on your revenue. It’s not impossible to see your number one sales rep end up with single-digit results.

Business Owners and Sales Managers should consider implementing sales models that make it beneficial to transition top tier accounts to house accounts over a period of time, while still rewarding their reps with a lesser commission for the accounts. Models like this help keep the rep hungry and potentially adding similar new accounts to the company’s portfolio. In the long run, they can increase their earnings considerably.

Servicing instead of prospecting

Companies that spend less time overseeing their sales teams are the ones that put themselves at the greatest risk of not meeting their sales goals. Most sales reps want to make sure their customers are well taken care of, especially right after the deal has been awarded. While that’s a noble gesture any customer is sure to appreciate, spending too much time with the customer after the sale will quickly sandbag future sales opportunities. Sales managers and business owners should implement hand-off processes that give the customer the support they’re needing while allowing your sales reps to do what they do best and pursue new business. Account Managers and Project Managers are ideally the right positions for servicing customers, not Sales Reps. A process like this supports sales enablement, and the more able you make your sales team, the greater the chance you have of doubling the size of your sales and growing your company, faster.

Develop a sales model that encourages growth and new business. Consider higher commissions on initial sales and rewarding sales reps for the number of new accounts they bring to the company over a period (quarterly, yearly, etc.). Incenting sales growth will keep sales reps hungry, resulting in greater sales revenue and company growth.

Straying from the processes

Even if you only have one sales rep, it’s essential that they follow the rules, and more important, they work within the parameters you set for them within your sales process. While it’s perfectly fine for people to contribute to the improvement and evolution within any processes, the processes need to be respected. If your sales process determines that proposals of a certain amount need to be reviewed by a senior consultant or manager, then they need to respect the process. If travel budgets are set for sales reps, then they need to travel within the guidelines stipulated. If sales reps are required to use the company’s CRM, then they must stop adding new contacts and email addresses to  Outlook or their Apple Address Book, or tracking their leads in spreadsheets.

Having a solid sales process is critical to your overall success. It’s a road map that both your employees and customers travel with during their business journey. While there are circumstances that can possibly require a few adjustments, any adjustments are only the exception and not the rule. A maverick sales rep who cares little for structure and doesn’t follow the rules of the organization can do more damage to your business than good. As an example, when working in a silo, tracking leads in spreadsheets while everyone else is using a CRM is undoubtedly causing the rest of the team more work, including unnecessary double-entry. An unstructured sales process will be proceeded by a broken delivery model, and each will have a negative impact on your bottom line.

Having your sales reps follow your process and procedures, while not running-off along their own path, will also set an example to the rest of the team, not to mention new hires. Cavaliers who don’t follow the rules and become obstructionist to the greater good are bound to have a negative effect on your other personnel, which is a formula for building a toxic work environment with a chaotic, cumbersome workflow.

Know how much your sales reps cost you

Sales are great. Being profitable is even better. You should always know how much your sales reps cost you. When companies hire sales consultants the expectation is that the individual will be consistently closing profitable deals. Aside from the obvious margins and markup on the sale, the cost of a sales rep and the cost they can incur throughout the sales process can exceed their profitability and in some cases add more red to their ledger than black. Line items like travel and lead services can easily add-up, especially if these types of expenses are abused, overused, or simply don’t lead to winning the sale. Just because people are busy, it doesn’t mean they are profitable or breaking even. The world is filled with busy people working for companies that are broke and in debt. Watch the costs. A good rule of thumb to live by is for every dollar you spend, sell three.

While keeping costs in-line is everyone’s job, it’s something that has to be most scrutinized within your sales force. They are the one position that comes with ad-hoc and sometimes unpredictable expenses. When you hire a sales rep with grand expectations wrapped-up in a blanket of entitlement, it’s a good idea to keep close tabs on their cost vs. their performance.

They resist using a CRM

Depending on their age or technical acumen, some sales reps in your organization might not be comfortable around technology, which will be great for your progressive competition, but not so much for you. When hiring new sales reps you should quiz them on their technology comfort zone. Find out what they are used to using in their sales position, why they use it and how it’s helped them. You might even get a few pointers even if you don’t hire them. If they aren’t comfortable with using the kind of technology your business depends on and that their peers are using, then pass. While there is a reasonable amount of training that comes with every new hire, teaching life skills that include tools of their trade that they should definitely be comfortable with is not one of your educational responsibilities. As for the current sales reps who are resisting technology (and your processes), make it an ultimatum. Either way, it will become a situation that will resolve itself one way or another.

Responsible Sales Managers and Business Owners alike are always paying close attention to the sales activity within their organization. CRMs not only make this possible in real-time but they exponentially reduce the amount of time required to manage and aggregate sales data across multiple channels, not to mention all the added benefits including mobility, automation, and compatibility with other software, making the sharing and transitioning of data seamless. Sales reps who exclude themselves from contributing to your CRM data are costing your company time in data processing, more lost opportunities and revenue. When sales reps manage their own data outside your CRM, they’re withholding valuable information that your company owns, in addition to compromising customer service by neglecting to update and share client information.

Teaching old dogs new tricks all depends on the dog and the trick

Everyone is always learning on the job. Imagine the changes you’ve seen in a decade and consider the impact they might have had on companies and their employees. The straight reality is that not every employee can adopt or embrace change regardless of how amazing your training programs are. Sometimes it’s generational, sometimes it behavioral. Teaching an old dog a new trick depends on the dog and the trick, so choose who you want to invest in. Invest in employees who are invested in the company. Everyone gets a fair shot, but in the end, time is money. The longer it takes to train an employee or even worse, selling them on what they’re being trained-on, the further you are from seeing an ROI. And at some point, that becomes a negative number for your company.

Conclusion

Business leaders and managers set the rules. Whether it’s managing expenses, ensuring that goals are met, or keeping the company culture in check, successful businesses are run by disciplined leaders. You can have discipline and a great work environment at the same time. That’s how respect is built.  It’s all about setting expectations with your employees and your teams. The more people that play by the same rules, the stronger the links in your chain. People who can’t see that or resist proven methods in your organization aren’t making you money; they’re costing you money. Tolerate that long enough and it will cost you dearly, including the potential loss of better employees who lose faith in their management’s ability to make the right personnel decisions.

Jumpstart your Sales and Marketing initiatives with Mothernode CRM.

Having your business goals/destination in mind is the first step towards effective management. But you cannot manage what you don’t measure. Key Performance Indicators (KPIs) analytics are a vital resource for measurement, taking quantitative data analysis to the next level. KPIs represent the measurement of progress indicators, identified beforehand, toward organizational goals.

Frequent, routine review of KPIs gives you a glimpse of whether the processes are underperforming, need immediate attention, are on target, or exceeding your expectations. This information will help your leadership team make critical decisions that contribute to your company’s most important goals.

KPI analytics are typically available in mid-market CRMs, helping businesses stay on track to attack new customers, and attract new ones.

The most important categories of KPIs to watch are related to performance measurements, and can be broken down into three categories.

Past Measures

The information about your past business performance is vital in its right. By reviewing this information, you get a snapshot of the overall business health. For instance, when you have no closing sales today, it may imply that your product has not been performing well for months on end. If you fail to take action today, your business might as well reach a point of no return tomorrow.

Using KPIs, you can focus on your products past performance, profile your products and services’ strengths and weaknesses, reinforce on strengths, and improve on areas of weakness. They help you identify changes necessary for your business’ better performance, all while maintaining a competitive edge in your markets.

For example, sales may not be consistent. A good measurement will help you predict seasonal sales, and act accordingly. KPIs are important indicators in understanding your buyers’ behaviors over time, helping not only with stock or service issues, but also with marketing objectives in advance of high-sales seasons.

Knowing your seasonal sales also helps to reduce inventory costs. Instead of holding non-moving stock, you can always invest the capital elsewhere. Some underlying factors may drive down your sales in a particular season. For example, most companies close their stocks around the month of December. To clear their stock, they sell their products at considerably low prices.

KPIs helps you identify the particular seasons/periods the sales are low, and the possible reasons for such. If it is attributed to your key competitor clearing the stock and thus selling low, it helps you to make decisions about how to engage your markets and possibly improve your sales.

Current Measures

By using KPIs, you can evaluate your current position based on your sales or lack thereof, and determine a strategy to bring you closer to your goals. You not only get to know whether your sales are in line with your break-even mark, but you also get a glance of how much market share there is to capture.

Important business decisions are made using the sales figures. For instance, you get to determine whether you are in a position of meeting current supply and demand. If you are, do you have the necessary resources to deliver? What will adding orders and more work do to your quality of service? KPIs helps you answer questions like these.

Future Measures

KPIs, through pipeline analytics, provide a clear vision of all your business opportunities, regardless of their probability of closing. This is essential for the creation of effective sales tools, the organization of sales processes, and benchmarking of the sales team. Through KPIs, you can get within 5% forecast margin, implying that you are always aware of your current performance as well as the roadblocks and opportunities lying ahead.

Using a combination of these Key Performance Indicator categories within a CRM enables your leadership team to not only identify progress, but they also identify actions that are a priority in reference to outlining tasks for your team. KPIs are undoubtedly a vital part of CRM software, especially when businesses are measuring organizational performance.

What does the fourth quarter typically look like for a business? In most cases this quarter falls in-line with the holiday season. As a result, the majority of the focus remains in boosting sales and current revenues.

While this is an important time for any business’s bottom line, could this laser-focus toward sales serve as a mistake for leadership teams and executives? In many cases, management and executive teams set themselves up for failure at the end of the year by not effectively planning for what’s next.

Instead of simply focusing on the holiday rush, the final quarter should also serve as a time for leaders to step back and let their teams drive the business. While they’re a step back from the action, effective businesses are evaluating their year-to-date performance while planning for the future.

For example, McDonald’s recently deployed an all-day breakfast model to expand their fast food competition. While this is an important change that is creating quite a reaction, now is the time for corporate to evaluate the results of this change.

Additionally, Apple’s recent OS update to their Apple Watch has their perspective focused far beyond the flagship iPhone release. Their team is also currently assessing this performance to better understand how the road will proceed ahead for their business operations.

As these examples show, the importance of Q4 planning and analysis is critical. Here are five important components of that analysis that every team should follow. This list can ensure that any firm is better prepared for success in the next fiscal year.

1. Year-Over-Year Comparisons

Comparing current year data with previous years is one of the most important metrics a business can measure. This helps showcase performance, trends, growth and other critical areas of business operations.

Using reporting tools to compare key performance indicators can show how current sales and forecasts look within the market. Additionally, market reports cross-referenced with this data can help to better forecast what to expect for the next quarter within business.

In most cases this type of data measurement is easily accomplished through an integrative CRM platform. This type of data can be reviewed as a general overview – or more specifically within quarters, months and even the year-to-date. Both positive and negative trends can be better identify when compared within this context. Additional planning can be undertaken to help prevent ongoing negative trends – or to better address positive growth potential.

2. Cost Evaluation

Cost evaluation is one of the most challenging areas of any business analysis. After all, it’s the costs across a business operation that inevitably leech into revenue when left unmanaged. Subscriptions, term agreements, unchecked contracts and other factors can quickly add up to excessive costs against a company’s bottom line.

By remaining proactive in the analytics, businesses can better identify these costs. And they can devise solutions to reduce or even eliminate expenses that may be unnecessary.

One of the most common areas where costs can be reevaluated occurs within company health insurance. With the marketplace becoming increasingly competitive, more and more insurance packages are becoming available for businesses. In many cases, alternative plans with similar features and lower costs may be available for a switch.

Additionally, contract renegotiations may help to reduce spending. It’s important to remember that these companies are competing for business. Hence, a management team’s job is to leverage contract offers against one another to find the most competitive rates possible.

ISPs and other telecom service contracts are a prime example where costs can likely be lowered. By reviewing current plans, needs and available options, many businesses can reduce these costs by a significant margin. Even essentials such as rent or janitorial services can be reassessed to find cost-saving measures.

3. Product & Service Evaluation

Right alongside overall costs, planning for the future must also encompass an explicit evaluation of products and services. The goal of this phase is threefold:

• Make improvements.
• Make changes.
• Make cuts.

A company must stick with its mission and plan while holding true to the strengths that have contributed to success. If cuts are necessary, ensure that they are made with company strengths in mind.

While seeking out new opportunities is always great, it’s important that a company not spread itself too thin during the process. This stage can allow for planning – and exploring potential market opportunities. By planning ahead for analysis, a business can better set itself up for success. And they can readjust their business focus to remain more aligned toward their goals in the next year ahead.

Remember, making necessary cuts and spending adjustments does not show that a company is having financial trouble. Instead, it shows that they’re preparing for even more success in the future.

4. Employee Evaluations

The best employees to any organization are an investment to the company’s success. Accordingly, it’s important to measure each employee’s ROI and their direct contributions to a company’s potential future.

While layoffs and terminations are never an easy step, the truth is that performance is important within an organization. Without the right team in place, a business will never reach its greatest potential.

In many cases, employee evaluation comes down to assessing current workforce as well as investing in future growth. This could also include investing in fresh talent within new business areas to facilitate this type of growth.

5. Budgeting

Now that the planning has encompassed the major areas of operations, a realistic budget can be developed for the next year.

Utilizing a CRM or ERP software suite should come as no surprise within any organization’s operations. This software simplifies all the above-mentioned steps by compiling data and developing customizable, intuitive reports. This information can be used to quickly develop budgets that address all areas of a business – and plan with future market trends in mind.

Getting Ahead of the Curve

While this list contains many of the important steps a business should take in Quarter 4, it certainly is not exhaustive. There are all sorts of additional options that should be looked at for success. However, these five represent all the essentials any business management or executive team should address.

No matter a business’s size or scope, utilizing a CRM platform can enable even better analytics for improved fiscal performance into the future. These software packages help to compile data into intuitive reporting. That way, management can better forecast the business climate – and the best path forward.

“Bad habits are hard to break” may be better known, but the saying “bad habits are like a comfortable bed – easy to get into, but hard to get out of” should be a mantra of every sales manager. Often, bad habits come from the ease of a certain approach. In other cases, a lucky (or unlucky) success gained through a non-desired approach may cause an individual to stubbornly stick to it. Whatever the reason, bad habits can be a main cause for poor sales. To avoid them infiltrating your sales team, it’s important to recognize them and nip them in the bud. Here are 10 of the most common ones to spot.

“Camping” on an account.

A well known term amongst online gamers, “camping” refers to players who camp in a single location waiting for the easy kill, without having to apply much effort. It requires very little skill and is often frowned upon in the gaming community. Similarly, in sales, this refers to the habit of a sales rep “camping out” on a single, presumably large account, devoting all of his or her time and resources to it in hopes of a big payout, all the while eliminating the possibility of acquiring new and perhaps even larger customer accounts, and severely limiting growth opportunities for both the sales rep and the company. In the worst case scenario (regarding prospects still in the sales process), the sale could fall through, resulting in countless wasted man hours and zero revenue. In the case of an existing account, the customer could finally reach the inevitable end of the big sales and the overall need for his or her services, reducing any remaining requirements to maintenance or small re-orders. Customer Relationship Management (CRM) software is an excellent way to guard against this as it can keep track of the time and resources being dedicated to each client.

Spending too much time talking and not enough listening

Sometimes, the desire to convince a customer of a product’s value can translate into a one sided interaction – which is definitely not in the best interest of the sale. Every customer wants to know a sales rep has their best interest at heart. This requires listening carefully, so that at the end of a conversation, a rep can recap what they’ve learned about the customer and his or her needs. Not being able to identify the customer’s true issues and desired results leads to shoehorning a partial or inadequate solution that is sure to include painful and costly consequences after the sale that will leave your customer unhappy and could even threaten your company’s reputation.

Selling a product when they should be selling a solution

A sales rep should know everything about the product and all of its advantages. After highlighting these, however, they now must directly address the problem the customer has challenged them with and present the product as the one and only solution rather than simply an object. A product is something that may be useful and a customer will consider purchasing. A solution to their problem, however, is invaluable and almost guaranteed sale. When you sell a solution, you’re adding value to the sale and exhibiting yourself as an expert in your field. You earn a position of trust. The results are much more reassuring than suggesting a purchase by pointing to a page in a catalog.

Failing to understand the customer’s needs

In many cases, a failed sale is not due to the rep’s inability as a seller. Rather, it is because a very capable sales rep has failed to understand the customer’s needs. Perhaps the rep has approached a prospective customer about purchasing your company’s flagship product. In refusing, the customer may very well have expressed what his or her true needs are – needs that another product offered by your company will perfectly address. Every sales rep should always be on the lookout for such information – and to keep track of each customer’s particular needs, CRM software is again the perfect tool and can provide you with data for existing sales to customers with a similar profile or needs. Tracking the performance of your products and services in your CRM is a good way to predict how they will be received in future sales, giving you a upper hand when it comes to better understanding your customer’s needs.

Not taking control of the sale

A sales rep should always be empathetic and connect with the customer. However, under no circumstances should the customer take control of the process. When this happens, a customer can begin to derail the sales rep’s delivery model and can quickly become distracted when listening to your message. A successful sales rep has a formula for closing the deal, a proven path they take their customer down toward the close, regardless of how long or short the sales cycle. Directing your prospect down this path has a much higher probability of closing the sales than following customer’s often random, erratic lead.  A successful sales rep is sympathetic to a customer’s problem, but confident in his provision of the solution, thus keeping the customer in his process throughout.

Acting Desperate

Few things will shut a sale down faster than a seemingly desperate sales rep. When a rep begins to beg a customer for a sale it completely transforms the purpose of transaction. It becomes transparent the sale is no longer about the customer’s best interest, but those of the sales rep’s. This is a circumstance even the most naive customer would be quick to run away from. In the end it becomes more damaging than just losing the sale, it reflects poorly on your company and could even suggest the business is in distress.

Forgetting to follow-up

With each follow-up your sales rep is showing dedication and an interest in their customer. Well worded approaches such as “I wanted to ensure we’ll be able to solve your problem together” can quickly turn a maybe into a resounding yes. An added bonus is that it shows the customer the kind of service and loyalty they can expect when dealing with your business. The attention you give to your customer in the sales process is often perceived as the kind of service they can expect after the sale. This is an area where CRM technology truly shines. Follow-ups can be automatically scheduled, or reminders for manual correspondences given. CRMs can also be particularly handy if multiple people are involved in the selling process, so every interaction, plus future commitments, are available to anyone participating in closing the deal.

Being Too Pushy

It’s the stereotype that makes businesses avoid even using the latter word; that of the ‘pushy salesman.’ If acting desperate is the largest blunder a sales rep can make, being too forceful runs a very close second. Confidence is a sales rep’s greatest power. Pushiness is his kryptonite. Depending on your product or service, some customers may need time and even a consensus to make the right decision. It’s important to move the sale along, just know when not to push to hard.

Not knowing when to walk away

The phrase “anything to complete a sale” should not be taken literally – there are many things you should not do or commit to during the sales process. A sales rep who is unable to recognize that point where it’s time to end a sales pitch may find themselves in a position where they cannot deliver what they promised – or if they do, they might be negating the profitability of the sale altogether. Learn to assess and reassess the sale throughout the process. Does a potential customer seem exceedingly difficult from the beginning? If so, this may be one to avoid. Additionally, indecisive prospects can unnecessarily prolong your sales cycle, wasting your time and resources along the way until the sale fizzles to a loss.  Remember that time kills all deals. The longer the sales takes compared to your average closing cycle, the less likely it is that you will close the deal. Know when to walk away and focus your attention on opportunities that have a higher probability of converting.

Failing to eventually ‘ask for the no’

This may seem counter-intuitive, but a great sales rep knows that there is always the real danger of becoming hung up on an account where the potential customer will neither commit nor clearly reject the ongoing sales pitch. If things do not begin to tilt noticeably towards a sale, the representative must skillfully get the customer to admit he has no intention of buying before valuable resources are drained into this tenuous type of account. There is no harm in requesting updates on where the customer is in their decision making process. Always know where your prospect stands in the sale.

Delivering quotes to your prospects in a timely and professional format can be an important influencer in your sales process, even more than you may think. It can demonstrate your company’s ability to quickly deliver results, even before the sale is made, which can have significant impact when it comes to winning business over the competition. Offering premium services to prospects and customers alike is a key differentiator, especially when you combine those services with competitive pricing.

But your customers aren’t the only ones who benefit from quote automation. Automating the quoting process also means streamlining and simplifying your own workflow. The ability to generate and deliver quotes faster means you can manage more business opportunities, with less effort. Essentially, Mothernode Quotes help you increase your close ratio and win more business in less time.

Here are a few Mothernode Quote features that can help you produce and deliver powerful, profitable quotes in record time.

1. Products and Services

Products and Services is a ‘light’ inventory feature available in all Mothernode products that allows to quickly add items to new quotes. This will save you time when adding common line items to your quotes by automatically populating item names, descriptions, price, markup, and even lets you determine if it is taxable or not. You can also configure select products and services to be added in to all types of transactions, like Purchase Orders, Sales Orders as well as Quotes. Other modules will depend on your Mothernode Edition.

2. Advanced Inventory

If you want more features for your goods and services and pricing needs, Mothernode’s Advanced Inventory Module gives users the ability to add multiple items with ease. You can add related and upsell products, set multiple pricing levels for each product, keep track of stock levels, create sales bundles and more. Using Mothernode Inventory is a great way to save time when adding items you sell to quotes and other transactions.

3. Line Item Notes

Add notes to each of your line items with the option to communicate special information internally or to your customer. When reselling goods and services from vendors, you can also notate your original pricing source for your internal records.

4. Margin Watch

Mothernode helps users stay on task when it comes to pricing by giving them the tools they need to make sure markups and margins are carefully guarded, so your business can maintain the profitability you expect. This option feature let’s Sales Managers and Business Owners alike determine their baseline margin options.

5. Sub Items

Mothernode users have the ability to combine one or more line items together and roll them up into a single item and cost. This is ideal for complex pricing needs or in situations where you don’t want to reveal costs associated with particular products or services.

6. Electronic Delivery

Mothernode gives users the ability to submit quotes to their customers and prospects electronically via email and downloadable link. Mothernode automatically let’s you know via notifications each time the recipient receives and downloads their quote. This fantastic feature helps users gage their recipients’ interest and confirms their proposal was successfully transmitted and received. Electronic delivery is also available to communicate other transactions, such as Purchase Orders, Invoices and Work Orders, in applicable Mothernode Editions.

7. Electronic Signing

Simplify your approval process by giving your customers and prospects the ability to electronically sign their quotes. Mothernode gives you the option to send your prospects an electronic version of the quote they can approve on their desktop, tablet and mobile device. They even have the option to sign with their finger. All signed proposals are archived with the original quote for quick and easy reference, and all parties are notified when documents are approved.

8. Collaboration

Users can interact with their colleagues when creating quotes. Social media style collaboration lets users request pricing assistance and communicate important decisions to people on your team. Notifications communicate necessary actions and updates to everyone involved.

9. Discounting Options

Global discounts are neatly communicated to your customer at the bottom of every quote. Users can also offer discounts for each line item, when needing to provide more aggressive pricing.

10. Tax Exempt Quotes

Users who often deal with Tax Exempt situations can easily include Tax Exempt IDs into quotes, which will automatically remove any applicable tax charges from quote totals.

11. Resorting

Add line items quickly and resort them for proper presentation when they’re completed. This time-saving feature lets you complete your work quicker and worry about format at the very end.

12. Multi-Currency

Whether you have offices around the globe or have a client base around the world, Mothernode lets you assign currency settings to your customers and vendors, so payment information is clear on all your Quotes, Invoices, Sales Orders and Purchase Orders.