Online Sales Quoting and Ordering SaaS — Case Study
Project Size: Many person-months
Socket is Deversus' own SaaS product, designed to allow B2B companies to quote and sell online. Socket lets companies create impressive quotes in seconds, integrates with their website for customer-facing instant quotes, automatically funnels leads into their CRM and Email Marketing Software, and accept payments securely online.
Socket's online quoting software is built on a foundation of 5 key components:
- Online Quote Form Builder
- Fully-Automated Quoting System
- Secure Online Payment Processing
- Simple Website, CRM, and Email Marketing Integration
- Lead Management and Reporting
Socket addresses the common problems faced by B2B firms such as service providers, commercial software vendors, and manufacturers. Typically, such companies are unable to benefit from online sales via the traditional and overly-simplistic "add to cart" model of e-commerce software.
Click an image thumbnail below to enlarge
Quote Form Builder
Building your own quote forms is simple and intuitive with Socket's drag-and-drop interface.
Automate complex quote calculations
Flexible pricing options, such as tiered per-unit (i.e. quantity-based) and percentage-based, allow for pricing variability based on quantities ordered or product/service dependencies.
Configurable products and services
Socket's product configurator suports user-selectable options for configuring products and services. Products are easily priced based on the options selected by the user creating the quote.
Fully-automated quote calculation and PDF generation
Socket does all of the work in generating comprehensive quotes that are accurate and professional.
Simple copy/paste website integration
Socket can be integrated directly into your website for customer-facing, instant online quotes. No coding knowledge is required.
Beautiful, professional PDF sales quotes
Sales quotes are automatically branded to your company in an an attractive and professional PDF document and sent to customers via email.
Secure online payment processing
Customers can easily and securely pay for quotes online. Customers simply click a link in their quote and are taken to a secure checkout page to complete the transaction.
Collect, track, and manage valuable customer leads
Socket lets you easily track and manage leads by letting you assign them to salespeople, flag them as followed up, and track their status.