Improve Quote Reporting

Gain Quote Reporting Visibility That Supports Sales Team, Operational Efficiencies & Strategic Direction.

iQuote Quoting – Improve Quote Reporting

Make Your Reports More Valuable

Interactive Results Reporting delivers practical insight and actionable business intelligence to help executives, sales & quote teams, managers and other corporate end users make informed strategic decisions.

Self-directed reporting capabilities provide users with:

  • Complete analytical freedom
  • Minimal required IT resources
  • Unlimited drill down and reporting options not found in other reporting tools
  • Custom views to data for management, operational staff, customers, suppliers, or channel partners. Interactive Results Reporting (IRR) can be deployed within days, and is capable of integrating data sets from multiple sources, while adapting to changes to your business requirements

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Interactive Results Reporting

Designed for on premise or Software as a Service (SaaS) use, Interactive Results Reporting provides you with fast query response times – and flexible reporting options not easily found in other platforms.

Quote Metrics Usage Scenarios

Leading sales and marketing executives are using IRR for iQuote to optimize profitability-related activities such as:

  • Strategic Pricing

    1

  • Market Segmentation

    2

  • Product Mix Performance

    3

  • Customer Rankings

    4

  • Product Portfolio Management

    5

  • Margin Protection Strategies

    6

Accelerate Profit Optimization with Quote Metrics

Highlights

  • Enable staff to make quoting decisions that truly contribute to profitability
  • With better quote reports, you can improve quote management, forecasting, and product management

iQuote delivers unprecedented quote productivity to corporations world wide.

Interactive Results Reporting (IRR) for iQuote provides your team with unparalleled insight into quoting performance, trends, threats and opportunities facing your organization.

Benefits

Use IRR iQuote reporting to:

  • Identify customer quoting vs. order trends and spot anomalies
  • Improve staff, market and channel quote performance
  • Reduce quote errors
  • Track products quoted by customer rankings
  • Generate sales and material forecasts
  • Produce ad-hoc reports and graphs
  • Eliminate labor intensive manual reporting processes

Advantages

Interactive Results Reporting for iQuote benefits include:

  • Increased revenues
  • Growth and maintenance of margins
  • Reduced cost of sales
  • More effective utilization of assets
  • Increased product and service efficiencies
  • Eliminate duplicative data gathering
  • Reduced accounts receivables and costs to collect

IRR for iQuote excels in providing organizations with essential insight into quote performance.

Important Questions that IRR for iQuote will answer

Customer quote preferences

a. Your top products/services requested by customers vs. what is ordered.

b. Top products suggested to customers by your sales representatives

c. Products quoted vs. acceptance performance by vendor and or product/service type

Profit and Margin Management

a. Highest margin products vs. the time it takes for the quote to close

b. Quote performance by sales representative, product/service line, and territory

Quote Forecasting by product. Sales rep, territory and much more

a. Score carding – sales forecast vs. actual quote performance

b. ..and much more.

Partial Interactive Results Reporting Connectivity Spectrum

CRM

Unlock new value from your Maximizer Enterprise system by using IRR

Quoting

Accelerate Profit Optimization with Quote Metrics

Web

Accelerate your Website’s Value: Ensure your Website strategy is supported with your CRM strategy

Accounting

Acquire reports that deliver the real story and drill down reporting evidence to monitor and improve financial performance

Other

Any CRM, ERP, or application can be connected to Interactive Results Reporting to achieve valuable metrics

Report Examples

– Weekly Activity Reports

– Call Plan Report

– Client at Risk Report

More…

Interactive Results Reporting offers:

  • unparalleled effectiveness in real time performance management
  • powerful date comparison, and value comparison options
  • drill down reporting and
  • on demand clarity on the ‘real story’ behind reports

Use Interactive Results Reporting to monitor your:

  • CRM activities
  • Customer Service
  • Quoting
  • Accounting
  • Operational or
  • Web
  • functions and or a combination of any of the above

You will gain:

  • Protection against performance threats facing your organization
  • Insight into emerging trends and opportunities
  • Easy to access unlimited permeations of reports not offered by other tools

How it Works

Easy to use report templates provide the clarity required for valuable & actionable reports

Pre-configured Business Intelligence Templates contain most of the Performance Management logic

Mapping that connects the template to your data

Try Interactive Results Reporting Today

Leverage the rich information that exist in your applications.

Interactive Results Reporting for:

  • Maximizer CRM
  • CRM
  • Quoting
  • Accounting
  • Web
  • Salesforce

Customer Survey

‘Companies that had previously relied on Excel spreadsheets for reporting indicated that BI enabled them to reduce personnel time associated with reporting by 50 to 90 percent.’

Nucleus Research
Customer Survey

Works With

  • Microsoft SQL Server
  • Oracle
  • IBM DB2
  • Informix
  • Microsoft Access MySQL

Runs on top of:

  • iQuote
  • Maximizer CRM
  • SAP
  • Oracle Financials
  • JD Edwards
  • Navision
  • Microsoft Dynamics
  • SAGE
  • Great Plains
  • ACCPAC
  • MAS90
  • more…