The Best way to ISSUE,
TRACK and CLOSE Sales
Quotations
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.
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.
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
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
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.
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.