An Intelligent Software Solution
Solutions Features & Benefits Summary
Cloud Quote is a web-based/hosted or on-site software suite designed to enhance the end-to-end sales process within your business.
The features and benefits of the system impact the key users uniquely, as itemised below:
- Quick turnaround on request for proposal
- Guaranteed accuracy of all quantitative elements
- Itemised, accurate configuration and specification schedule
- Real time input and processing from quote stage
- No further input or additional administration required other than status update
- Virtually impossible to incur an error in either configuring or pricing of even the most complex platforms as the system is linked to the price book and product catalogue
- Proven ease of use via intuitive interface
- Quick access graphical tutorials allow for easy ongoing reference and guidance
- Increased selling and income generating time
- Real-time dashboard provides an immediate overview of commission status
- Immediate access to all sales activity in the system:
– Current and historical
– Itemised by category of interest; i.e. Individual, team, area, product, client profile, etc.
- Guaranteed accuracy of content and financial elements:
– Product, pricing and rate changes are immediately superseded and relayed to all users
- Standardised quote templates ensure that the desired professional image is consistent
- Detailed tracking of lead source and allocation determines best ROI per marketing campaign
- Proven ease of use ensures that newbies will be up and running in minutes
- Encrypted communication ensures data integrity and security
- Quick and simple uploading with concurrent distribution of product, pricing or rate changes
- Accurate stock ordering as per system generated sign off sheets
- More time to focus on customer service and related in come generation
- Less time wasted in checking and correcting order documentation as the product hierarchies effectively eliminate user error by:
– Only allowing compatible mainframes and accessories to be selected
– Automatically pricing each
The Team were Unanimous in their Independent Assessments of Numerous Product Offerings:
The salesman is the critical success factor in both implementation and continued optimisation.
The systems tested were management- and/or operations-centric – not sales orientated.
The required input by sales personnel was laborious and time consuming.
Product configuration and pricing compilation was often calculated separately and then captured.
This invariably led to a high error rate and related frustration for all parties in the sales process.
No quantifiable validation between the client proposal and the data captured.
Required sales people to be equal part administrators, which is a misnomer.
No quantifiable validation between back office/ financial/pricing systems and client quotations.
The consequence hereof was the conceptualisation and initial development of CLOUD QUOTE.
A sales-centric software solution with multiple touch points and resident intelligence that enhances the experience and effectiveness of all of the role players in a typical sales cycle.
Based on the outcome of an industry survey and personal experiences during an evaluation period, we were able to quickly apply upgrades and modifications that addressed a diverse capabilities spectrum and launch a best-of-breed solution.