Case Study: USA Phone achieves 90% reduction in manual sales tasks with Quoter

USA Phone - Customer Case Study

USA Phone, a New Jersey–based telecommunications firm serving businesses since 1981, needed a modern quoting solution that integrated with their ConnectWise CRM and could collect and retain digital signatures for quotes and proposals. They selected Quoter as their quoting tool to replace manual and in-house processes and improve sales and back-office efficiency.

Quoter implemented digital signature capture on quote acceptance and automatically pushes signed copies into ConnectWise under the company record, eliminating manual data handling. As a result, USA Phone cut manual sales tasks by 90%, gave its sales team more time to sell, streamlined back-office processes, and improved customer experience and relationship management.

USA Phone