Creating Estimates

Create a good first impression.

Creating a professional looking estimate is a great opportunity to create a good impression with a potential customer. It is therefore useful to try to view the process through the eyes of the customer to understand what would impress you if you were the customer.

 What are you trying to achieve in this process?

In addition to the Estimate needing to look good, the Estimate also needs to confirm that you fully understand what the customer is looking for.

Finally, timing is also important. You should send the Estimate as soon as possible whilst the conservation that you had with your customer is still fresh in their memory and before they speak to other competitors.

Most successful sales people know that it helps if your Estimate is received before the competition. This way you set the benchmark and other proposals will be compared to your Estimate.

 How does the Rhino Small Business help?

The Rhino Small Business App lets you generate a professional looking Estimate in seconds using your phone. You can even use the voice function on your iPhone to dictate the content of the Estimate.

You can flag an existing Estimate as a ‘favourite’ which means that it can be easily copied time and time again to speed up the production of a new Estimate.

With the press of a button, the Estimate Document is created together with your Logo and Business Contact Details. The Document can be emailed directly to the Customer with a few clicks.

For more complex Estimates.

For more complex Estimates, you may need to produce a very detailed or custom estimate using Microsoft Word or Microsoft Excel. The great news is that you can enter a summary of the Estimate in Rhino and also upload and store the Microsoft Word or Excel document against the estimate.

Sales Pipeline Management

You can take this process to the next level by managing the Estimates through a structured sales cycle. At its simplest, you can flag estimates as Active, Lost or Wins.

Other Useful Features

If you are using the Project or Job Feature (the terminology may differ across sectors), you can create a Project straight from an Estimate with just a few clicks.

You can also add a Reminders against an Estimate that will appear in your Diary together with Notes of conversations that you may have with the customer about the Estimate.

Take your business to the next level…

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Other great features of the Rhino App