At the core of iQuote Xpress, is its dynamic web catalog. iQuote Xpress hosts and administers the contents of your sales catalog on our secure server farm. Our customers utilize an up-to-date database of product and pricing information from suppliers of choice.
With iQuote Xpress, sales agents eliminate the time spent browsing through endless product lists. iQuote Xpress has been designed to maximize time efficiency. The product catalog is easily navigated by those involved in the bidding process. The catalog contains a picture, description and photograph of each sku, classified by manufacturer and category, in a content-rich environment that includes:

• Marketing Information: Each sku includes important details such as common uses, advantages and installation requirements.
• Product datasheets: iQuote Xpress allows for direct and easy access to product brochures, technical specifications and other manufacturer provided data.
• Related products: The software has a unique relational product tree which automatically lists similar items, accessories and interchangeable products.
• Installation procedures and examples: Diagrams, illustrations and installation guidelines have been put at your fingertips by the iQuote Xpress technical team. This supporting material will make the correct selection of a product even easier. We understand the constant innovations and updates in the electronic security world, and how they affect your business. iQuote Xpress is a flexible system that allows products to be added and deleted from your personalized catalog at the touch of a button.

 Proposal Management

Creating a professional quote is remarkably fast and simple. After logging on to iQuote Xpress, the sales representative initiates a new quote. The sales agent navigates through the company database and with a simple click, selects the products to quote. (It is also possible to type the desired product SKU directly in the product ID box to add to the quote). The proposal is then automatically linked to the related account. This creates a database of historical data that is easy to access. This sales agent is able to view all the quoting information that has previously been recorded on a particular customer. If desired, the sales representative has the ability to clone a quote from any customer, dramatically reducing the time involved in creating a quote.

While managing proposals, a representative can take advantage of these unique features:

• Varied print options: The proposal can be printed with or without a reference image, product specifications, line discounts, sales tax information, gross amounts or even a cover page.
• Ease of Tax Management: It may be important to clearly state tax detail for a prospective customer. In iQuote Xpress, the tax calculations are automatic and can be edited to match the requirements of a specific locality.
• Discount Management: Proposal discounts are easy to calculate and can be applied to the total sale or a specific SKU. Cost and margins are also simple to determine and available only to users who have been granted permission.
• Configurable Terms and Conditions: Every client’s needs and requirements are different. iQuote Xpress enables you to tailor your quote to suit each customer. iQuote is a fully configurable and intuitive tool which allows you to define billing, shipping and installation terms, customer and supplier requests and general observations.

 Customer Management

iQuote Xpress allows users to manage each customer database…..everything from general contact information to accounting, billing and shipping addresses, customer ID numbers and more. sales agents can add or edit important details about a customer and can retrieve information from clients that share a similar profile. iQuote also maintains the historical quoting information of each account. If a representative terminates employment, the customer data stays with your company. iQuote Xpress is the ideal way to manage your customer relationships.

 Reports

iQuote Xpress provides management access to several sales reports which include quota, new accounts, proposals, gross margins, forecasting, probability, total revenue and much more. These reports are broken down by any status (i.e., lost, open or closed) and can be run for any time frame, agent, group, product offering or category. The Report tool allows the user to generate an activity summary by selecting from one filter criteria to several search parameters. iQuote reports assist management in measuring productivity levels of sales personnel according to criteria chosen by you.
• Real-time sales reporting: Users can retrieve sales information whenever needed and use the information to alter performance.
• Forecasting information: Data obtained through reports serves as a tool for supply ordering and replenishment.