Intelliquip

 

Intelliquip Quote ManagerTM


Intelliquip’s Quote ManagerTM is an easy-to-implement, easy-to-use solution for automating your entire quotation generation and quotation management process – from lead to order.

This software is fully compatible with all Intelliquip product selection and configuration applications, offering a consistent and user-friendly environment for maintaining customer lists, rapidly and accurately developing professional quotations, storing and managing these quotations, and eventually converting these quotations to orders.  Intelliquip’s Quote Manager fills the gap that is found in most CRM systems – the ability to produce and deliver quotations for complex engineered equipment.  While not a replacement for a CRM system, the Intelliquip Quote Manager ensures that direct and indirect sales channels generate accurate and complete quotes with minimum involvement from the factory.  End users and specifying engineers can also be given access to prepare and store budget quotations.  All stored information is shared among your sales team, so that they can fully collaborate to close more business.

When used with Intelliquip’s Selector and Configurator solutions, the Intelliquip Quote ManagerTM automatically updates quotes as equipment selection and configuration information is changed.  Among other attributes, the Quote Manager also maintains customer/prospect lists, tracks the status of quotes and proposals, and tags information to the sales person(s) responsible for the quotes.  All information is displayed in multiple views, which can be filtered by any attribute.  A data download capability is provided for more detailed market analysis down to the item level (win/loss, hit rates, forecasts, etc.).  Every final customer proposal will be comprehensive and professional, including a cover letter, terms and conditions, pricing, and user selected attachments, such as detailed equipment lists, general arrangement drawings, equipment performance characteristics, and material data sheets.

Some of the requirements that the Intelliquip Quote Manager addresses include:
  • 24 x 7 availability of information anywhere there is access to the Internet
  • Improved internal company communications
  • Reduced errors in the quotation process
  • Improved responsiveness to customers and prospects
  • Consistent look and feel on all quotations
  • The ability to brand proposal documents for your distributors
  • The ability to rapidly create project quotes by copying similar line items
  • The ability to offer alternates
  • Sophisticated commission calculations
  • Sophisticated project level pricing manipulation
  • Availability of information on quotation/proposal activity to all levels of management
  • Improved accuracy of information on quotations and proposals
  • Time saved in locating information critical to creating accurate and timely quotations and proposals
  • Create, store and control customer specific details like discount levels
  • Enhanced quotation status follow-up, follow on negotiations, order processing and management
  • Sales management reports such as hit rates and bookings forecast
  • Data download capability for exporting all the rich line item data for further proprietary analysis by your preferred software tools
  • The ability to disposition a quote to an order and to optionally integrate with your ERP system