IQX eCommerce
IQX eCOMm is where the speed and efficiency of ecommerce meets B2B sales and service processes.
It’s no secret: B2B sales can be complex: customized products and pricing for most every deal; highly detailed quotes created for every prospect; countless hours spent getting a customer’s needs “just right.”
But with IQX eComm, B2B companies now have a guided-selling solution that empowers new customers to start and essentially direct the sales process, to explore product, pricing, and service options, and to navigate a B2B sale as easily as they shop on Amazon.
And existing customers are able to self-order additional products and services — add-ons, upgrades, and more — via a self-service solution that creates a more effective and rewarding buying experience, and concurrently reduces overhead costs for the seller.
✔ Built on the Shopify platform — home to more than 17 million businesses, from multinationals like Staples to mom and pops — IQX eComm does all Shopify does, and a whole lot more.
✔ If you’re already on Shopify, IQX eComm can extend and customize your existing solution with a product configuration tool, flexible templates, account-based pricing, customer portals, product/service collections unique to specific customer groups, and more.
✔ If you’re not on Shopify, IQX eComm will be deployed in conjunction with a Shopify site branded to your business, creating a seamless experience for your visitors as they move from “just looking” to lifetime customers.
Features of IQX eCOmM include:
- Guided exploration of pricing and options for customers
- Product configurations and recommendations (fueled by conditional logic)
- Bundled product configurations to drive upsells and upgrades
- Complete payment processing: credit cards, checks, PO’s, and more
- Post-sale features, including status tracking and invoicing
- Pricing presentation based on approved customers or customer groups — and the ability to not present pricing (and other resources) to unapproved customers
- Customer registration processes to capture relevant details for 1) a personalized customer experience and 2) optimal sales follow-up
- Customer portal with order history, personalized product catalogs, and other data
- Personalized shopping/check-out processes for return customers
- Full suite of analytics tools
And that barely scratches the surface. For a complete list of features and standards, contact us.
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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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Contact us today for a free demo and see how our solution can help your business
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