Whether you sell expensive products or you sell to companies, the sales process can be longer than a simple walk-in with a checkout at the counter. Your customers need to think about it before pulling the trigger. Quotes are an excellent tool to keep the customer engaged after a conversation. In Lightspeed Retail, the quoting feature results in a simple receipt listing products’ pricing. QuoteMachine goes further than this to turn quotes into a powerful sales tool. Here are the few features making this outstanding result possible: At QuoteMachine, our approach is to bring everything online, so that when your customers are ready to buy, they can do so anywhere and anytime. Quotes that sell are not a list of prices. QuoteMachine turn quotes into mini-websites that you can fully personalize to your colors and style. You can describe your business, your values, and the way you work. Some of our customers even do that with videos embedded in their quotes! Images of your products are exposed as a gallery so customers can enlarge the ones they want to see. PDF attached to emails no longer make sense when you can conveniently provide such an outstanding experience. Sealing the deal often requires a payment. In Lightspeed Retail, you can capture deposits but only track them at the customer level. They’re not attached to specific sales or orders, which could become confusing when dealing with multiple orders. Thankfully, QuoteMachine addresses that and connects deposits to quotes and orders. Since everything is synchronized, deposits will also be shown on Lightspeed Retail under the right customer. Moreover, quotes being online, customers can also directly pay their deposits online by credit card or bank transfer. Quoting can be a big part of your business, so we made it easy to see what’s hot. Address errors (i.e.On every quote, you can see if the customer engaged with it, how much time they spent on the document and what they looked on it.CloudPOS team works with client to understand data and business practices relating to data (i.e.Creating staff account with collaborator access (to be used by CloudPOS team).Create Shopify account (if not already created).Initial review of product/customer data.Understand client goals for Shopify POS/Shopify eCom.As well as training to make sure moving forward is easy. Below is an outline of the process we have created to get you from lightspeed onsite, to Shopify POS without any interruption to the day to day operations of your business. The time and expertise it takes to accurately migrate all of the product and inventory data as well as the extremely valuable customer information is proving to be a roadblock.Ĭloud POS takes the guesswork out of the migration from Lightspeed Onsite to Shopify POS. While the decision to make the change is relatively easy, and in this case, mandatory, the execution is posing a challenge for many. Having simultaneous control over your in-store, and online operations in the palm of your hands is worth making the switch from the physical server based Lightspeed alone. On top of the ease of use and POS specific features, the software also integrates seamlessly with Shopify’s more well known ecommerce platform, which in 2021 is a must have. For many, they have turned to Shopify POS, a sleek, cloud based POS that is perfect for retail operations of any size. As Lightspeed Onsite enters the very late stages of its effective life ( support ending Ma), many merchants are scrambling to find a replacement point of sale software.
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