Commvault CRM Quote process
Step 1: Create new Opportunity by clicking on New Opp
Step 2: Check if Company is loaded and has a contact loaded as well.
Add partner, then contact person and complete the description box with a short description of the opportunity. Click save and the opportunity will be created created.
Ensure the territory updated correctly as per the dropdown regions.
Click save and the opportunity
Step 3: Click on Quote.
Step 4:
Brand: as DC Commvault
Description: a brief description of the solution you are quoting on
End User: Search and choose correct end user (if not available use TBC (To Be Confirmed)
Select End User Country
Type: Runrate, Project or Tender
Put in ROE
Click Next
Step 5:
Once you have clicked on Next, the below page will appear.
Click New line item
Search for the Part required under the Product
Use the % key in front of the Part Number
Enter your price margin as in appears on the vendor quote on the USD custom field.
Put in your Quantities
Tick exclude system margin as the margins are not on the system, we enter them manually.
Click save to proceed with quote calculation or save & new if multiple line items are required, repeat Step 5 for multiple line items on quote.
Step 6:
- Once the quote is correctly populated, select Calculate Quote Totals to calculate your margin and Total amount, as well as the GP and Margin %
- Double-check that the above has been totalled correctly.
- Click Accept if in good order.
Add tracking note and click save
Once completed, it will take you back to the Quote page and the quote will go into the New Quote stage.
Put into the Identified stage and add a tracking note
In order to generate the quote to the client and/or to sales, click on the print quote button.
Click on the Quote link to open the quote.
Check if everything has been pulled correctly and the totals are correct.
Then save to your appropriate folder and send to the sales/client