iQuoteXpress

TEMPLATES AND TOOLS TO CLOSE MORE SALES

Using iQuoteXpress (IQX) as your CPQ solution delivers immediate benefits to a business of any size.

We’ve surveyed our customers and studied their business before and after using IQX for proposal automation, and learned that IQX:

reduces the time it takes to construct a proposal by up to 75%—ensuring ROI

helps win more business by enabling delivery of more detailed, consistent proposals more rapidly

guarantees proposals from even the newest sales reps reflect the same level of quality

With IQX, a salesperson never starts from scratch. They simply use the sales proposal templates and product configuration tools to select items from a dynamic online catalog—specifically designed and maintained for every IQX customer—and point and click their way to a perfect, custom quote.

PRODUCT & PRICING CONFIGURATION: CONSOLIDATE CONTROL

The iQuoteXpress (IQX) dynamic online catalog hosts your company’s products and services—including images and detailed descriptions—in a simple digital environment sales reps can access from anywhere.

Your cloud-based catalog features a relational product tree, library-style listings, intelligent search engine, multiple views, and the ability to bundle products, all via a friendly interface.

An intuitive interface means even first-timers are quickly able to assemble custom, compelling, and consistent proposals for any prospect.

And don’t worry about set-up and support: the IQX support team works closely with you to upload and maintain your product / services information and helps you make changes to your catalog as you make changes to your offerings.

IQX CATALOG FEATURES

Relational product tree

Document library

Product search engine

Education center

Images and detailed descriptions

for each product.

CONTACT MANAGEMENT SOFTWARE: BAKED IN TO YOUR CPQ SOLUTION

Ensure your sales reps put proposals in the right hands –always – with iQuoteXpress’ (IQX) online contact management platform.

Securely save an unlimited number of contacts, all with the actionable information reps require to send quotes from anywhere.

Store billing and shipping addresses, names, titles, phone numbers, assigned discounts, specific terms and conditions, and other relevant data.

An easy-to-follow process means new prospects are easily and accurately added in just a few seconds. And IQX automatically links all current and past proposals to a specific contact, giving any rep who may access the contact record the context required to close new business with that contact.

IQX CONTACT MANAGEMENT FEATURES

Unlimited contact storage

Contact-specific terms and conditions

Contact-specific historical data

Contact-specific discount management.

ANALYTICS & SALES PRODUCTIVITY REPORTS

A business should improve with each proposal it sends, which is why iQuoteXpress (IQX) includes robust reporting tools to track and monitor the sales cycle from lead to quote to close. You’ll quickly spot areas where you excel and areas that need improvement.

Real-time performance and activity reports are easily generated and deliver forecasting information, proposal status updates, and detailed metrics on the productivity of both individual reps and whole departments.

SOME OF THE REPORTS IQX GENERATES

Sales activity

Sales forecast

Sales group productivity

Proposal status

Agent productivity

Agent Productivity Detail

Expense Summary

New accounts.

ADDING CPQ TO YOUR CRM AND ERP SYSTEMS 

You can use iQuoteXpress (IQX) as a standalone solution, or easily integrate with your existing CRM or ERP platform. We offer out-of-the-box integration (including single sign-on) with leading CRM and ERP systems.

With an API library, the system is also flexible enough to integrate with most any custom or specialized software applications.

Please contact us to learn more about integrating IQX, and adding automate sales proposal processing power to your business solutions.