Contact management
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
IQX Catalog features
IQX’s relational product tree helps ensure accurate and valid product bundles by defining component and cost dependencies (e.g., required, excluded, recommended). This eliminates configuration errors, streamlines the quoting process, and enables effective cross-selling/upselling. The image shows an example being used by a fitness equipment manufacturer.
Centralize and automate the creation, storage, and retrieval of essential sales documents (proposals, contracts, spec sheets), ensuring accuracy, consistency, and faster deal closure.
.jpg)
IQX’s product search engine–customized for each industry and even each client– quickly guides sales reps to the right products or bundles, minimizing search time and errors. This accelerates quote creation and ensures compatibility for complex orders.
.jpg)
Some of the reports IQX generates
This simple report considers all proposals including drafts. This is a good tool to see the level of activity that the sales representative is engaged in and gives a snapshot of effort.
.png)
This report calculates both Gross Revenue and Margin and translates it on a dateline with the percentage forecasted to close by the sales person. This should help Management assess the Net Revenue and Margins to expect in the future from past efforts.
.png)
This report gives a quick view as to the status of a proposal (whether it is closed or open) and does so within a selected time frame given by the sales manager.
.png)
This report provides detail by Agent, Quotes per period, Gross Revenue Open and Closed as well as Gross Revenue Quota, # of Quotes, $ / Closed Quote, and the Gross Revenue required to meet quota as well a Gross Revenue Difference required to meet quota.
.png)
This report provides detail by Agent, Quotes per period, Gross Revenue Open and Closed as well as Gross Revenue Quota, # of Quotes, $ / Closed Quote, and the Gross Revenue required to meet quota as well a Gross Revenue Difference required to meet quota.
.png)
Knowing what the expenses are as a percentage of Gross Margin can help management determine sales budget strategy and assess effective investment in the sales process by sales representative.
.png)
Contact us today for a free demo and see how our solution can help your business
The best way to learn about us is to see for yourself. We respect your privacy. No nonsense.
