Consulting-Technology-Offshoring
iQuote - a good starting point for sales configuration
iQuote is a mature web-based software system, with CRM functionality and a third
party configuration technology embedded, offering companies a new generation of
interactive communication.
iQuote helps sales people, resellers and partner representatives to create proposals/quotations letters in minutes, something that can take days or weeks using conventional methods.
By the use of iQuote, companies can expand their product range and yet simplify and accelerate the sales cycles of complex build-to-order products or services. Reduced risk of missed opportunities, elimination of order inaccuracies and improved sales margins are all added value.
The iQuote is based on .NET 2.0 technology, and designed for easy customization. iQuote can be integrated (by use of web-services) to other applications such as e-commerce, ERP, CRM, PLM, and CAD. It provides all the necessary functionalities for quotiation and selling configurable products/services including features as:
iQuote helps sales people, resellers and partner representatives to create proposals/quotations letters in minutes, something that can take days or weeks using conventional methods.
By the use of iQuote, companies can expand their product range and yet simplify and accelerate the sales cycles of complex build-to-order products or services. Reduced risk of missed opportunities, elimination of order inaccuracies and improved sales margins are all added value.
The iQuote is based on .NET 2.0 technology, and designed for easy customization. iQuote can be integrated (by use of web-services) to other applications such as e-commerce, ERP, CRM, PLM, and CAD. It provides all the necessary functionalities for quotiation and selling configurable products/services including features as:
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Workflow of quotes are handled using statuses as "Draft", "Quoted", "Rejected", "Ordered"
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Revision of quotes can be made to maintain historical data
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Separation in sales markets (separate prices, users, customers, quotes/projects)
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Secure login with determination of user's assignment to: Sales group, price list, language, and different privilege to view and change e.g. discounts.
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Proposal generator based on html.
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Proposal generator based on Word-templates and PDF tools, that creates professionally looking quotation letters (merge of customers info, quota summary, BOM etc.) on demand (optional)
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Automatic sending emails incl. attatched quotation letter to customers (optional)
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Document management where various files (e.g. Word and pdf documents) can be uploaded to a project/quote, and optional merged into the finale pdf-based quotation letter (optional)
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CRM functionality (contact management, product catalogue and quotation/proposal generation facilities)
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Customers database with Contact persons
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Product catalogue including simple products ("bolts and nut", accessories, spare parts etc.) and pre-configured configuration templates
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Advanced quotesheet with quote and line based discounts, inherited customer properties like price-groups assignments and country VAT