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Free White paper · 4 pages · PDF

Why VARs Lose Track of Quotes and Renewals

Multi-vendor quotes, co-terming requests and renewal discussions move through email faster than your CRM records can keep up.

What’s inside

  • Where pipeline hides in VAR sales: quote revisions, co-terming, multi-vendor deals and renewals
  • Why the current deal lives in the latest email, not the latest CRM field
  • How reps keep control: approve, edit or dismiss every CRM update

Written for VAR sales leaders and reps.

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Preview of the Quote and Renewal Pipeline for VARs PDF

About this white paper

Picture a customer requesting a revised quote that combines hardware, software and support. Your rep checks availability, asks suppliers for updated pricing and emails the customer a new configuration. The deal keeps moving, but the CRM still shows the original request.

VAR sales involve constant coordination. Buyers change configurations. Vendors revise terms. Renewal dates need alignment. A customer asks about co-terming during a pricing conversation, but that commercial signal may never become a CRM update. The email thread contains the current picture. Your CRM contains an earlier version.

Frequently asked questions

Can ZUUZ help with multi-vendor opportunities?
ZUUZ can surface sales signals from connected conversations, including quote changes and requests involving multiple vendors.
Does ZUUZ handle renewal and co-terming discussions?
ZUUZ can surface relevant renewal and co-terming conversations for review. Reps decide whether the proposed CRM updates should be written.
Will ZUUZ change our existing CRM records automatically?
No. Every proposed update requires rep approval before anything is written.
What systems can VAR teams connect to ZUUZ?
ZUUZ supports Salesforce, HubSpot, Zoho, Attio and Pipedrive, along with LinkedIn messages, Microsoft Teams meetings and call transcripts.

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