Yoneos CRM: Master Discounts and Promotions on Your Quotes 🤝

Yoneos CRM is a powerful tool that helps businesses efficiently manage customer relationships. But did you know it can also help you optimize your pricing strategies by allowing you to easily manage discounts and promotions on your quotes? 🤔

Products and services: Detail your offers precisely, integrating images and detailed descriptions.

Pricing: Specify unit prices, quantities, and total amounts.

Payment terms: Define payment methods and settlement deadlines.

Customer information: Enter the customer’s contact information and billing details.

Percentage discounts: Apply a percentage reduction to the total price or specific items.

Fixed discounts: Deduct a fixed amount from the total price.

Quantity discounts: Offer discounts for bulk orders.

Discounts for loyal customers: Encourage customer loyalty by granting benefits to regular customers.

Order quantity: Apply progressive discounts based on the number of items purchased.

Customer type: Offer specific benefits to VIP customers or business partners.

Promotional codes: Create promotional codes and configure their use for special offers.

Promotional periods: Set temporary discounts for specific events (sales, holidays…).

Commercial negotiations: Adjust prices to close advantageous deals with your customers.

Special offers: Offer one-time discounts to meet specific requests.

Discount history: Track discounts applied to each quote and by customer.

Promotion reports: Analyze the impact of promotions on your sales and revenue.

Promotional code performance: Evaluate the effectiveness of your promotional codes and optimize your campaigns.

Yoneos CRM allows you to control the use of discounts and promotions to prevent abuse:

Setting limits: Set limits for discount amounts and eligible customer types.

Access permissions: Assign access levels to users to manage discounts and promotions.

Promotional code management: Configure unique promotional codes and define their validity and use.

Invoicing: Discounts applied to quotes are automatically transferred to invoices.

Payments: Manage payments received, taking into account discounts and promotions.

Inventory: Synchronize discounts and promotions with your inventory management for accurate inventory tracking.

Offer discounts to customers who buy in bulk.

Offer discounts to loyal customers who have purchased more than 10 times.

Create promotional codes for customers who sign up for your newsletter.

Offer special discounts during sales periods or holidays.

Analyze your data: Determine which customer segments are most receptive to promotions.

Offer attractive deals: Tailor your discounts and promotions to meet your customers’ needs.

Communicate effectively: Promote your special offers on your communication channels.

Test & Adjust: Don’t hesitate to test different discount and promotion strategies to find the ones that work best for you.

Avoid excessive discounts: Ensure that your discounts remain profitable for your business.

Be transparent: Clearly explain the terms of discount and promotion application.

Offer exclusive deals: Create special discounts and promotions to build customer loyalty.

Automate your processes: Simplify discount and promotion management through automation.

Plan in advance: Schedule your seasonal promotions based on annual events (Christmas, sales…).

Create targeted campaigns: Segment your customers to offer personalized deals.

Measure the impact: Analyze the performance of your seasonal promotions to optimize them.

Offer personalized discounts: Tailor promotions to the needs and preferences of each customer.

Segment your customers: Identify customer groups that will benefit most from your promotions.

Create exclusive offers: Offer discounts and promotions specific to each customer segment.

Link your promotions to marketing campaigns: Promote your special offers on your social media, website, and email.

Use promotional codes: Offer promotional codes to encourage customers to buy.

Analyze the impact of promotions: Measure the impact of your promotions on your marketing campaigns.

Automate discounts: Configure automatic discounts for bulk orders, VIP customers, or promotional codes.

Automate communications: Send emails and notifications to inform your customers about promotions and discounts.

Optimize your workflow: Automate the processes of creating quotes, applying discounts, and tracking promotions.

Integrate Yoneos CRM with your accounting software: Synchronize discount and promotion information for accurate financial tracking.

Integrate Yoneos CRM with your inventory management software: Ensure accurate inventory tracking based on applied discounts and promotions.

Yoneos CRM offers you a powerful tool to effectively manage discounts and promotions on your quotes, allowing you to:

Boost your sales: Attract new customers and build loyalty with existing customers through attractive offers.

Optimize your pricing: Adapt your prices based on your customer’s needs and market conditions.

Improve your profitability: Control your costs and optimize your profits through smart discount and promotion management.

Simplify your processes:* Automate repetitive tasks and optimize your workflow to save time and energy.

Don’t wait any longer, explore the potential of Yoneos CRM to optimize your pricing strategies and boost your sales! 🚀