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quote iq 5

Get Your Salespeople out of Excel and in Front of Customers

quote iQ
Simplify your sales workflow utilizing a single online experience. Our quote iQ tool allows you to quickly, accurately, and painlessly develop a variety of cost-effective product configurations that align with your customer’s requirements.
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Manage Your Configuration Price and Quote Process from a Single Source
Current State Analysis
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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.
Build
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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.
Presentation
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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.
Beat Your Competition to the Deal
quote iQ utilizes key information to help you derive the best solution for your customer quickly. quote iQ provides key decision-making information in an easy-to-use dashboard which can be translated into a customized proposal document utilizing your dealership’s template.
quote iQ can help you understand:
  • + Existing Lease Payment
  • + Existing Service Agreement
  • + Average Monthly Overages
  • + Current Printer Toner Spend
  • + Current Repair / Replacement Costs on Printers
  • + Average Monthly Outsourcing Expense
= TOTAL MONTHLY EXPENDITURE
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