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Quote Management 28% shorter sales cycle 52% higher proposal volume
| Date post: | 20-Aug-2015 |
| Category: |
Technology |
| Upload: | crmit-solutions |
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Quote Management
28%
shorter sales cycle52% higher
proposal volume
CRM++ Quote Management© Copyright 2014 CRMIT. All rights reserved.
www.crmit.com
Are you closing the sale quickly?
In an industry where speed and mobility are everything, there was no time for inefficient sales processes.
Whoever is fastest at closing the sale is the WINNER of the game!
However, a big bottleneck in getting that closed deal actually comes in at the “Quoting” stage.
The quote-to-contract process itself is overwhelming
Deals take too long to quoteThere’s growing complexity in quoting
Quoting takes time away from selling
So are you looking for a Solution?
CRM++ Quote Management© Copyright 2014 CRMIT. All rights reserved.
www.crmit.com
Solution is Quote Management
• SaaS based application that acts as a one stop shop to seamlessly generate a price quote to any opportunity
• Improve agility in responding to customers • Automate pricing rules• Organization wide uniformity in quoting process & document
generation• Built-in workflows / price approval process• Control over maverick discounting • Offline access via variety of devices• Pluggable to backend ERP systems• Ready to use reports / dashboards to measure outcomes• The only choice to intelligently price and quote new deals,
add-on sales and renewals inside Oracle CRM On Demand & Oracle Sales Cloud.
Quote Simple. Quote Smart
CRM++ Quote Management© Copyright 2014 CRMIT. All rights reserved.
www.crmit.com
•Ability to incorporate business processes as rules that can be applied on contact data
•Seamlessly use data objects connected to a price quote – add products, price lines, contacts, terms & conditions, signature, etc.
•Supports SSO token authentication
•Supports Analytics and custom reporting
•Track price quotes based on the descending order of the price quote modified date
users in sales, marketing, service & support organizations4000+
Quote ManagementFeatures
CRM++ Quote Management© Copyright 2014 CRMIT. All rights reserved.
www.crmit.com
•Automatic generation of fulfillment lines for contracts
•Quickly create, revise, download or email price quotes and link those price quotes to accounts, contacts, or opportunities – all in a single secured Oracle CRM On Demand and Oracle Sales Cloud
•Save time & resources by copying the existing price quote linked to an opportunity to replicate the same set of information for a new quote.
•Maintain confidentiality by choosing which section(s) of the price quote you want to download and print
Quote Management
users in sales, marketing, service & support organizations4000+
Support for
Benefits
CRM++ Quote Management© Copyright 2014 CRMIT. All rights reserved.
www.crmit.com
Create Quote weblink in Opportunity Page
Quote Management - Preview
Quote Page
CRM++ Quote Management© Copyright 2014 CRMIT. All rights reserved.
www.crmit.com
Adding new products to Quote Email price quotes seamlessly from within the CRM
Quote Management - Preview
CRM++ Quote Management© Copyright 2014 CRMIT. All rights reserved.
www.crmit.com
Exporting Quote as PDF View Quote weblink in Opportunity page
Quote Management - Preview
CRM++ Quote Management© Copyright 2014 CRMIT. All rights reserved.
www.crmit.com
Case StudySingapore’s leading IT solution provider steps up its sales with Quote and Order Management solution
COMPANY OVERVIEWThe client is a Singapore based leading distributor of IT security, application delivery network and video communication solutions. The group aims to be a preferred, best-of-breed security solutions provider for integrated and intelligent end-to-end security management of the internet, systems and applications infrastructure. With the growing customer demands, the company needed to increase its competitiveness, harmonize its international sales structure, optimize cooperation between entities, and strengthen its relations with future and existing customers.
CHALLENGES• Organize and generate accurate yet complex quotes and orders within
the existing CRM environment• Automate and streamline the already complex quote and order
management workflow
SOLUTION• Integrate CRM++ Quote Management with existing CRM to leverage
Oracle CRM On Demand platform & features• Customize the existing quote and order management workflow using
Oracle CRM On Demand web services in conjunction with additional components developed in Java / J2EE technology
• Seamlessly uses data objects connected to a quote – add products, price lines, contacts, terms & conditions and signatures,
BENEFITS• Boost customer satisfaction with time to respond and global
consistency • Increased productivity with automated and streamlined multilevel
approvals • Minimized lost opportunities with time to respond to quotes or revised
quotes & contracts• Maximized margins with contract negotiation, timely renewals and
leveraging contract history
IndustryHigh Technology
Products & ServicesOracle® CRM On DemandCRM++ Quote Management
Implementation PartnerCRMIT Solutionswww.crmit.com
CRM++ Quote Management© Copyright 2014 CRMIT. All rights reserved.
www.crmit.com
Case StudyAmbu delivers cohesive sales process with on Oracle Cloud CRM to boost revenues
COMPANY OVERVIEWAmbu A/S is a Danish company that develops produces, and markets diagnostic and life-supporting equipment and solutions to hospitals and rescue services. Millions of patients and healthcare professionals worldwide depend on the functionality and performance of their products. We are dedicated to improve patient safety and determined to advance single-use devices. With the growing customer demands, the company needed to increase its competitiveness, harmonize its international sales structure, enable the decision making and strengthen its relations with future and existing customers
CHALLENGES• To automate and streamline the already complex quote and order
management workflow within the existing CRM environment• Organize and generate accurate yet complex quotes and orders based on
sales reps and regions• To get real time reporting of unified view of CRM intelligence from complex
quote management workflow
SOLUTION• Integrate CRM++ Quote Management with existing CRM to leverage Oracle
CRM On Demand platform & features• Users were able to create and manage customer orders, generate quotes
and proposals, throughout the lead management process• Customize the existing quote and order management workflow using Oracle
CRM On Demand web services in conjunction with additional components developed in Java / J2EE technology
• Seamlessly uses data objects connected to a quote – add products, price lines, contacts, terms & conditions and signatures,
BENEFITS• Boost customer satisfaction with time to respond and global consistency
Increased productivity with automated and streamlined multilevel approvals • Minimized lost opportunities with time to respond to quotes or revised • quotes & contracts• Maximized margins with contract negotiation, timely renewals and
leveraging contract history
IndustryHealthcareIndustrial ManufacturingWholesale Distribution
Products & ServicesOracle® CRM On DemandCRM++ Quote Management
Implementation PartnerCRMIT Solutionswww.crmit.com
CRM++ Quote Management© Copyright 2014 CRMIT. All rights reserved.
www.crmit.com
Why chose CRMIT Solutions?CX Fast Track Programs
GO LIVEin as early as 6 8 3 5
WEEKS WEEKS WEEKS
Business Social Assurance Program
Pre-built templatesData EnrichmentLead ScoringManaged Campaigns
ICM + SPMFieldSalesProData Validation
Pre-built templates
TechnologyNative & CustomIntegrations AppCloud
- CX Plug-ins on Quote ManagementTelephony integrations
- Customer Portal Framework v3.x Migrations- Telephony Integration
+
+
WEEKS
CRM++ Quote Management© Copyright 2014 CRMIT. All rights reserved.
www.crmit.com
Excel Customer Excellence
National Award for
E-governance
2007-08
2012 Winner
2012200920082005 2014. . . . .2011
Category :• Best Customer Relationship
Management Program Award• Best SaaS-Based Program
Award
Your Vision, Our Mission……..11 years & counting…our Journey continues
2015
CRM++ Quote Management© Copyright 2014 CRMIT. All rights reserved.
www.crmit.com
Reach us
Americas
1525 McCarthy BlvdSuite 1000,Milpitas, CA 95035USA
3379 Peachtree Road NE, Suite 555, Atlanta, GA USA
Australia & N Zealand
Suite 19, 103 George StreetParramatta, NSW 2150Australia
Japan
2-21-7-703 Kiba, Koto- Ku, Tokyo 135-0042, Japan
Malaysia
B-5-8 PlazaMont Kiara 50480Kuala Lumpur, Malaysia
+603 2726 2759+81 3 5809 8444
+1 (678) 447 1371 +1 (404) 736 2341 +61 2 9186 2550
Middle East
Fortune Summit Business Park, Near Central Silk Board Junction, Plot No: 244, Hosur Main Road, Bangalore 560068. India
Salahuddin Ayubi Road ,Riyadh,Kingdom of Saudi Arabia
EMEA
Talbot House, 204-226, Imperial Drive, Rayners Lane, Harrow HA2 7HH London
+ 44 20 8872 4127
Rest of Asia
Deployment base spread over 25+ countries
+91 80 67237555
CRM++ Quote Management© Copyright 2014 CRMIT. All rights reserved.
www.crmit.com
Thank [email protected]
