Don’t give up. There’s hope. We know that a new solution can be a pain in the a** to figure out, let alone use to its fullest extent. And sometimes you just feel like quitting. But with iQuoteXpress (IQX), you have a quoting software that’s so easy to use, it’s almost… dare we say… fun?
With an easy-to-use drag-and-drop interface, a seasoned sales professional instantly becomes a seasoned proposal creator.
The interface is intentionally colorful and engaging as, in many cases, it’s replacing spreadsheets as a means for building quotes. And we want every IQX user to know they’re miles away from Excel when they’re using IQX.
Even if you’re not using IQX (not sure why you’re here if you’re not, but…), you’ll want to look for the following functionality and feature sets in your quoting software…
Custom and customizable proposal templates
Easy to use product and pricing configuration engine
Actionable reporting on sales quote progress
Centralized administration of pricing and discount structures
Seamless integration with CRM systems
VALUE
And here’s why…
Custom and customizable proposal templates
Why start from scratch with each sales quote? Quoting software should come pre-loaded with dozens of templates to make building a professional looking proposal a snap, something literally done in just a few minutes.
Your templates should be easy to customize, too: add a prospect’s logo, change-up the color scheme or font, add infographics and other value-adds that help better sell your products and services.
Easy to use product and pricing configuration engine
Drag and drop is the name of the game. Choose a template and then simply populate it with the product and pricing configurations that make the best fit.
The challenge can sometimes be creating or uploading those configurations, but not with IQX. As part of every engagement, we help clients build configurations and populate their instance with them. Yes, it’s because we care… care about clients being able to use IQX immediately rather than spend time getting configs loaded.
Actionable reporting on sales quote progress
Analytics is the heart of every business process. For truly accurate sales forecasting, you need analytics to extend to the individual quote level, and IQX provides that as well. CRM systems, for example, typically don’t get into individual quote metrics beyond “sent” and “signed.” But IQX gives you the granular proposal tracking data–in a colorful dashboard–to understand and fuel each quote's progress.
Centralized administration of pricing and discount structures
Part of the product and pricing configuration engine is the administration of products and pricing. IQX can help ensure all reps are working off pricing specific to their geo, their lines-of-business, and experience.
You can control discount structures as well through your quoting software, empowering your more seasoned reps with more latitude, and putting up some guardrails around your rookies.
Seamless integration with CRM systems
Through an API, most any business app can be integrated with most any other one. But when you add IQX to leading CRMs such as Dynamics and Zoho, you enjoy single sign-on functionality that essentially embeds the sales proposal tools into the CRM system your reps use every day all day.
Keeping all your tools in the same tool box just makes sense. But it’s also important to make dollars, which is where our next point comes in…
VALUE
Value isn’t just what you pay up-front (your per-seat costs… though starting at just $39 a seat, it’s hard to beat IQX). It’s about TOC, total cost of ownership, and ROI, return on investment.
One way IQX delivers a lower TOC is through unlimited, free support, something very few companies provide in the quoting software industry. And it delivers ROI by 1) reducing the time it takes to create and send sales proposals by as much as 70% and 2) helping increase close rates by as much as 24%.
So if you’re ready to quit software (“Not another app! Please! My phone is full!”), we ask that you get quoting software before you do… and make it iQuoteXpress.
