1. What is the Guided Quote?
The Guided Quote is an innovative quoting solution from Ally that aims to revolutionize the sales market. This tool is designed to make creating quotes accessible to everyone, regardless of experience in the field. By guiding users through each step, the Guided Quote ensures accurate decision-making and a more secure, efficient workflow.
By focusing on accessibility and accuracy, this tool provides a modern solution for those seeking convenience and reliability in every quote.
2. How Does It Work and What Are the Benefits?
The tool guides the consultant step by step, providing instructions that simplify each decision. Just follow the on-screen prompts to ensure a safe and error-free quotation process.
To start a Guided Quote, click the "+" sign, choose Guided Quote, and then select the lead.
✅ Benefits for Consultants and Clients:
Step-by-step process: Items are added in a structured way.
Error reduction: Prevents incorrect fees automatically.
Time optimization: Speeds up the quotation process.
Inclusion: Allows anyone to create precise quotes.
The Future of Guided Quotes
The new tool is designed to allow anyone to purchase exchange programs directly from agency websites in a simple and convenient way. It integrates with Ally’s checkout, enabling clients to explore course options, view prices, and, if they wish, complete their purchase online instantly.
For agencies that prefer to maintain personalized service rather than selling directly online, the Guided Quote still provides significant benefits. Agencies can display products and pricing online, allowing students to register, create a profile, and receive a pre-configured quote with their selected courses.
This means that students begin their buying journey with a clear idea of prices and services, which can accelerate the sales process and strengthen the agency-client relationship.
✅ Key Benefits:
Immediate Access to Quotes: Students quickly receive preliminary quotes, making financial planning and decision-making easier.
Increased Sales Reach: Agencies can attract clients who prefer an online purchasing model without requiring an initial consultation.
Personalization & Efficiency: Agencies maintain control over the customer experience, allowing them to interact and customize the service after the initial quote.
Time-Saving: Since clients already receive an estimated quote, negotiation time is reduced, allowing more focus on specific details and closing the sale.
Flexibility for Agencies: Agencies can choose whether to enable direct online purchases, adapting the service to their business model.
📩 Interested in learning more? Contact our team through support.