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
QRM is where configure, price, quote (CPQ) meets customer relationship management (CRM).
QRM combines the features and benefits of a CPQ (proposal) system with the essential elements of a CRM system. (And if you’re already up-and-running with a CRM solution, IQX may also be easily integrated with it.)
The business benefit is a single platform for consistent management of the three fundamental moving parts of sales success – contacts, proposals, activities/follow-up.
