Improve Quote Reporting
Gain Quote Reporting Visibility That Supports Sales Team, Operational Efficiencies & Strategic Direction.
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Self-directed reporting capabilities provide users with:
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Interactive Results Reporting
Designed for on premise or Software as a Service (SaaS) use, Interactive Results Reporting provides you with fast query response times – and flexible reporting options not easily found in other platforms.
Leading sales and marketing executives are using IRR for Quotizen to optimize profitability-related activities such as:
Strategic Pricing
1
Market Segmentation
2
Product Mix Performance
3
Customer Rankings
4
Product Portfolio Management
5
Margin Protection Strategies
6
Accelerate Profit Optimization with Quote Metrics
Highlights
Quotizen delivers unprecedented quote productivity to corporations world wide.
Interactive Results Reporting (IRR) for Quotizen provides your team with unparalleled insight into quoting performance, trends, threats and opportunities facing your organization.
Benefits
Use IRR Quotizen reporting to:
Advantages
Interactive Results Reporting for Quotizen benefits include:
IRR for Quotizen excels in providing organizations with essential insight into quote performance.
Important Questions that IRR for Quotizen will answer
Customer quote preferences
a. Your top products/services requested by customers vs. what is ordered.
b. Top products suggested to customers by your sales representatives
c. Products quoted vs. acceptance performance by vendor and or product/service type
Profit and Margin Management
a. Highest margin products vs. the time it takes for the quote to close
b. Quote performance by sales representative, product/service line, and territory
Quote Forecasting by product. Sales rep, territory and much more
a. Score carding – sales forecast vs. actual quote performance
b. ..and much more.
CRM
Unlock new value from your Maximizer Enterprise system by using IRR
Quoting
Accelerate Profit Optimization with Quote Metrics
Web
Accelerate your Website’s Value: Ensure your Website strategy is supported with your CRM strategy
Accounting
Acquire reports that deliver the real story and drill down reporting evidence to monitor and improve financial performance
Other
Any CRM, ERP, or application can be connected to Interactive Results Reporting to achieve valuable metrics
Report Examples
– Weekly Activity Reports
– Call Plan Report
– Client at Risk Report
More…
Interactive Results Reporting offers:
Use Interactive Results Reporting to monitor your:
You will gain:
How it Works
Easy to use report templates provide the clarity required for valuable & actionable reports
Pre-configured Business Intelligence Templates contain most of the Performance Management logic
Mapping that connects the template to your data
Try Interactive Results Reporting Today
Leverage the rich information that exist in your applications.
Interactive Results Reporting for:
Customer Survey
‘Companies that had previously relied on Excel spreadsheets for reporting indicated that BI enabled them to reduce personnel time associated with reporting by 50 to 90 percent.’
Nucleus Research
Customer Survey
Works With
Runs on top of: