Get Your Salespeople out of Excel and in Front of Customers

Understand your customers’ current environments and needs from a single dashboard. Integrate with back-end systems to analyze a client’s current situation Integrates with your CRM, ERP, and data warehouse systems.

Create configurations that fit your clients’ needs using the UVERCE® product iQ and config iQ. Keypoint Intelligence’s rules-based config iQ positions you to be confident that the selected product and accessories are properly configured for your client. This includes products, prices, accessories, services, and leasing options that best fit the customer’s needs.

Create professional customer proposals using customized templates that are designed by your company. All proposals follow customized approval processes and, when approved, can be sent to the customer in an interactive experience where they can review, comment, and approve your proposal. Once approved, it is uploaded to your CRM and can be routed to downstream systems to process the order.