Product and pricing configuration
Product & pricing configuration: consolidate control
The iQuoteXpress (IQX) dynamic online catalog hosts your company’s products and services—including images and detailed descriptions—in a simple digital environment sales reps can access from anywhere.
Your cloud-based catalog features a relational product tree, library-style listings, intelligent search engine, multiple views, and the ability to bundle products, all via a friendly interface.
An intuitive interface means even first-timers are quickly able to assemble custom, compelling, and consistent proposals for any prospect.
And don’t worry about set-up and support: the IQX support team works closely with you to upload and maintain your product / services information and helps you make changes to your catalog as you make changes to your offerings.
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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