• Honeywell
  • Fiserv
  • CMI
  • TD Bank
  • Siemens Medical

Accelerate Quote Performance

Developed to support Microsoft’s open standards, iQuote will free your team from bottlenecks associated with the quote process while providing leading techniques and technology to enhance quote performance ratios and the bottom line.
iquote

The Best way to ISSUE,
TRACK and CLOSE Sales
Quotations

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Integrated

Integrated

Extend the impact of your existing Sales Technology and Product/Solution infrastructure with iQuote.

Integrate with business tools you already use very day. Connect iQuote with leading CRM tools including Salesforce.com’s Client Records, Sales Opportunities and More.

Leverage connectivity with your existing ERP, Configurator & Solution Infrastructure, MS Word, Proposal Solutions and use iQuote as a central hub repository for all information elements that drive effective sales quoting...an essential part of the Bid and Proposal process.

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Efficient

Efficient

Utilize Sales Quote Best Practices and Operational efficiencies that support the way you work AND enhance the ‘Sales Quote Customer Experience’ for your clients. Invariably increasing quote wins.

For many organizations, a declined quote for a new project means at least 5 years before a new opportunity arises to quote the customer.

Consequently we take quote processes very seriously to ensure your quotes have the best possibilities for quote wins

Quote creation speed, eliminated errors on quotes and effective quote management are a given with iQuote in order to focus more attention on sales quote strategies.

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Practical

Practical

Every iQuote feature is intentional and tied to performance. No fluff, no catchy buzzwords that will be forgotten in a year.

The iQuote feature and process schema is focused on high ease of use, and fast on boarding.

Functionality is perpetually ‘future proofed’ and measured to meet and optimize your business processes.

In addition modern trends with ‘staying power’ are carefully considered prior to adding into the functionality schema, and the expectations of what your customers need to see on quotes is also a high priority to support quote wins

What would you like to accomplish?

Every business faces unique sales quote challenges in working toward their business goals. Our team will work
to understand your organization and deliver solutions that meet your specific objectives

Intuitive Sales Quote Functionality
Matched to Performance
and Your Objectives

Focused on clients’ unique bid and proposal landscape, the solutions team delivers best practices,
strategies, process flows and supporting technology that match identified deliverables and
extends existing sales quoting infrastructure.

Best Practices

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Ease Of Use

  • Microsoft Office look and feel
  • Fast user adoption
  • Intuitive design yet practical functionality
  • integration with MS Word/ RFP & Sales Proposal Systems
  • Speed up quote creation
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Quote Process / Compliance & CRM Integration/Sales Team Synergy

  • Sales Quote Best Practices
  • Salesforce Integration
  • Leverage Compliance Infrastructure
  • Synergize Team Momentum / Resources on Sales Quotes
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Dashboards & Forecasting, and Margin Controls

  • Graphic Visualization of Quote Activities/Margins/Status
  • Dashboard Email Alerts
  • Granular Pricing Analysis and Price Modelling
  • Labor & Item Margins Convert Dashboard findings into a list of supporting quotes.
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Valuable External & Internal Quote Data in Central Repository

Connect data from internal departments & external sources into a central quote, price book and quote item repository e.g., product configurator data, external bill of materials, auto cad data, articles, pdfs, case studies, reference material etc.

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Buyer Stakeholder Optimization On Quotes

  • Ensure all buyer stakeholders are addressed on quotes
  • Advance /Recalibrate from Configure Price Quote (CPQ) clerical quote approach to ‘Value Add (to client) to Value In Differentiation Methodology (higher margins to your organization)
  • Increase quote wins
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Finance Price Book Control

  • Price Book Admin
  • Price Book Item updates to quotes in the field
  • Item business rules
  • Audit Trails
  • Usage Rights Access Control
  • Item History & Performance Analysis
  • Central Repository
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Reporting & Actionable Analytics

Make informed decisions with valuable drill down reporting on performing and non performing quotes by business sector, item, client type, quote type ,account executive etc.

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On Premise / Untethered / Virtual Online Access

  • On premise to support controlled security requirements
  • low hardware thumbprint
  • always on capability
  • Hosted/VMware/Amazon Web Services etc.

Let's Get Started

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