This review was last updated
This CRM Review examines iQuote Xpress.
In-Depth CRM Review
iQuote Xpress, Inc.
4240 Fulton Avenue
Studio City, CA 91604-1803
CRM Category: Field Sales Support – Cloud
Seats: Small Business
About the Company:
iQuote Xpress was founded by 3 sales guys who grew tired of 1) observing proposals scribbled on the back of napkins and brochures 2) witnessing costly quotation mistakes 3) failing to secure business because a sales representative did not have the necessary product information at hand and 4) losing orders because a proposal was not submitted timely. They also noticed how some sales representative would spend countless hours attempting to create a “proposal masterpiece” which unfortunately, kept them behind a desk and not in front of customers selling product. Simply put, they felt there had to be a better way to generate a winning proposal.
The founders assembled a team of programmers, designers and engineers and after a few years of research and development, produced the iQuote Xpress SaaS proposing system. Their idea for a simple proposal tool resulted in a comprehensive sales management system with web catalogs, contact management, account administration and sales activity reports.
Most importantly, iQuote’s creators produced a proposal device which easily generates immediate, detailed, consistent and accurate proposals including product specifications, pictures and pricing. They even incorporated prompts and a tutorial so that a new sales representative is effortlessly guided though the proposal process.
In today’s business world, companies need to find every competitive angle. The iQuote Xpress group has provided a significant advantage with the ultimate solution in quotation software technology.
About the Product:
Quotes & Proposals
iQuote Xpress is a quote and proposal system that is user friendly. Studies show that our hosted solution reduces the time it takes to construct a proposal by up to 75% and assists companies in securing orders by providing a truly professional document that is organized, detailed and consistent.
A sales person can easily create proposals by selecting items from an e-catalog specifically designed and maintained for every iQuote Xpress customer. Product pictures, research documents and marketing support material is included in the e-catalog and may be quickly added to any proposal by dropping an item into a shopping cart.
Your new sales agents will be able to deliver the same quality proposals as your most experienced representatives. Most importantly, all sales personnel are able to focus on securing business rather than preparing sales documents.
- Custom design templates
- Tax management
- Discount administration
- Product search engine
- Quote approval system
- Print options
iQuote Xpress offers a unique online catalog which hosts your company’s products or service offerings. Our e-catalog features a relational product tree, library, intelligent search engine, multiple views and the ability to bundle products, all with a friendly interface. Since our e-catalog is intuitive, it is also an on-going education center for your sales personnel.
The iQuote Xpress support team works closely with you to upload and maintain your information. This ensures that your e-catalog is always current and immediately available to your sales organization.
- Relational product tree
- Document library
- Product search engine
- Varied views
- Education center
- Pictures and full product description
Our product configurator allows businesses to apply dynamic pricing schemes to their products and services. This tool utilizes a set of rules which enables sales representatives to select the right product combinations and define pricing of services. The configurator prevents compatibility errors through the application of complex algorithms. These algorithms act as constraints, ensuring that only a valid product or service will result out of the configuration.
The Configurator significantly reduces the time needed to define the appropriate price for a service or assembly of products by centralizing and associating items. The intuitive design makes the complex analysis of the variables that define the pricing process appear simple as your sales representatives and project managers make selections in a sequence from a single window.
The iQuote Xpress product configuator eliminates errors and makes the quoting process for sales representatives and project managers much easier.
The configuator is an extremely useful tool for businesses that face the following challenges:
- Offering customer products that are defined by quantitative (weight, distance, length) or qualitative (color, material, brand) parameters
- Establishing service charges based on a number of specific requirements
- Configuring an assortment of related products of limited compatibility
For complete pricing details, please contact the company directly.
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Rich’s View of iQuote Xpress:
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