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The Complexities of Quote-to-order and Possible Solutions
It is becoming necessary to go beyond the direct sales force to sell complex products. With the advent of personal computers and the Internet, new possibilities

building quote templates  resort to methods for building and pricing customer quotes through a combination of spreadsheets, teams of sales representatives, and engineers searching (literally flipping pages) through product catalogs. Depending on the complexity of the products and variables, this can result in a significant error rate in customer quotes. These errors are typically the result of invalid or outdated configuration, pricing, or quotation information, and often require expensive and time-consuming customer service Read More...
Configure Price Quote (CPQ)
Configure, price, and quote (CPQ) solutions (sometimes known as quote-to-order, or Q2O, systems) help drive sales effectiveness by supporting configuration and pricing activities and the generat...
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Documents related to » building quote templates


Cincom Acknowledges There Is A Composite Applications Environ-ment Out There Part Two: Challenges and User Recommendations
While the evolution strategy is safer in the short run for both the customers and the vendor, minimizing both investment and disruption, the evolutionary

building quote templates  are now awaiting delivery. Building composite or cross-applications has not been an easy feat as shown by only a few of, e.g., SAP xApps developed so far. Most of them are still a figment of someone's imagination and will require much custom work until becoming tried-and-true and reusable. Each individual cross-application will involve sophisticated process modeling and process-level, data-level, and UI integration, and often it will involve creating and supporting a system of record that comprises data Read More...
When Small Business Packages Have Enterprise Appeal
As an APS-based business management system, NetSuite can effectively serve the needs of small medium businesses. Its integrated application uses three distinct

building quote templates  incentive management and website building and hosting. The NetSuite application will likely appeal to larger organizations whose accounting requirements fall somewhere between NetSuite Small Business and higher-end accounting products such as MS Great Plains , MAS 90/200 , MAS 500 , MS Solomon , or similar systems. NetSuite's ERP is the core, back-office accounting system consisting of financials (general ledger, accounts receivable, and accounts payable), order processing, inventory, and time and Read More...
Quote-to-order: The Major Players in the Manufacturing Arena
The latest generation of quote-to-order systems uses knowledge-based software to help reduce an organization’s dependence on its highly skilled experts. The

building quote templates  and Procedure Editor as building blocks. Unlike within most product configurators, Cincom's graphical knowledge modeling environment makes it easy for nontechnical users to quickly develop solutions that assist in the analysis of customer needs, product selection, product configuration, pricing, quotes, and customer support. Modeling tools enable domain experts to capture and maintain rules in the knowledge base in a hybrid rules engine that handles constraints, decision trees, pattern matching, Read More...
CRM and BPM: “We Goes Together Like Peas and Carrots”
In 2009, I attended two Gartner Summit events: the Gartner Business Process Management (BPM) Summit in March in San Diego; and Gartner Customer Relationship

building quote templates  event managers, and approach building BPM suites from a  model-driven architecture (MDA)  framework. Many BPM vendors are still focused on achieving localized operational efficiencies via technology, rather than on improving processes holistically. However, Chordiant Software , SwordCiboodle (formerly Graham Technology ) and Pegasystems ( Pega ) have long had human-centric customer service processes improvement in mind. In fact,  in my recent blog series on Pega, I pointed out that the company is Read More...
The CIO’s Guide to Building a Mobile Device Management Strategy-And How to Execute On It
More and more workers are using smartphones and tablets to do their work—from anywhere at anytime. But managing these devices in the field can be difficult

building quote templates  CIO’s Guide to Building a Mobile Device Management Strategy-And How to Execute On It More and more workers are using smartphones and tablets to do their work—from anywhere at anytime. But managing these devices in the field can be difficult. Enterprise mobile device management (MDM) solutions are the answer to many of the issues caused by the rapid growth of mobile devices. See how MDM provides IT with a complete set of inventory, control, and reporting tools that make it easy to manage mobile Read More...
Technology and the Lean Enterprise: Building an Infrastructure That Drives the Highest Value to the Customer
Across the industrial machinery and components industry, successful lean initiatives are increasing as manufacturers recognize the key enabler of continuous

building quote templates  and the Lean Enterprise: Building an Infrastructure That Drives the Highest Value to the Customer Across the industrial machinery and components industry, successful lean initiatives are increasing as manufacturers recognize the key enabler of continuous improvement and eliminating waste—technology. This white paper presents six brief case studies of manufacturing companies that have built an underlying technology infrastructure to support a foundation for increasing their value to their customers. Read More...
Design Reuse: The Key to Building Better Products Faster
Today’s methods for reusing design can add needed speed to the entire product development process. By using the design of an existing part or assembly as a

building quote templates  Reuse: The Key to Building Better Products Faster Today’s methods for reusing design can add needed speed to the entire product development process. By using the design of an existing part or assembly as a starting point for a newer part or assembly, you can save time while reducing the risk of making fundamental design errors. Learn how to overcome the challenges of optimizing design reuse, by building a reuse library of metadata that automates information retrieval. Read More...
10 Principles for Building an Effective Human Capital Plan
Almost every business leader says that people are their most important asset, but few do anything about it. If you are going to take this principle seriously

building quote templates  Principles for Building an Effective Human Capital Plan Almost every business leader says that people are their most important asset, but few do anything about it. If you are going to take this principle seriously, then human capital planning is crucial. The 10 principles outlined in this white paper will help you establish a framework of policies, practices, and actions that guide your efforts to focus on your most important asset—your people. Read More...
Intentia Presents: An Action Plan for Building a Lean Supply Chain in the Apparel Industry
Lean supply chain management and lean sourcing strategies are relatively new to the apparel industry, generating more talk than broad implementation to date. In

building quote templates  An Action Plan for Building a Lean Supply Chain in the Apparel Industry Lean supply chain management and lean sourcing strategies are relatively new to the apparel industry, generating more talk than broad implementation to date. In this the final paper of our “Lean Is Fashionable” thought leadership series, we define a lean supply chain action plan with five concrete steps for building a collaborative infrastructure between your company and other members of your supply network. These represent an Read More...
Building Your Sender Reputation In Four Steps
Having trouble reaching your customers’ inboxes? You might have a poor sender reputation. Similar to a credit score, sender reputations reflect how good or bad

building quote templates  Your Sender Reputation In Four Steps Having trouble reaching your customers’ inboxes? You might have a poor sender reputation. Similar to a credit score, sender reputations reflect how good or bad your sending habits are. If your reputation is lower than you’d like just follow these 4 easy steps to start hitting the inbox. Read More...
Quote-to-Order (Q2O) Systems Software Evaluation Report
Quote-to-order (Q2O) solutions (sometimes known as configure, price, and quote or CPQ) enable manufacturers to mobilize their mass customization initiatives

building quote templates  to-Order (Q2O) Systems Software Evaluation Report Quote-to-order (Q2O) solutions (sometimes known as configure, price, and quote or CPQ) enable manufacturers to mobilize their mass customization initiatives. These systems can reduce time-consuming quoting and ordering processes, decrease unit costs, and lower sales costs. Q2O suites can further help enterprises increase sales effectiveness across all channels. These solutions help companies that sell complex products and services shift their focus to Read More...
Building Smarter WAN Connectivity
The pressure to reduce costs, increase network performance, and improve productivity has been a constant battle for IT and telecommunications groups alike

building quote templates  Smarter WAN Connectivity The pressure to reduce costs, increase network performance, and improve productivity has been a constant battle for IT and telecommunications groups alike. While new technologies have emerged to help solve some of these requirements, in many cases they have proven to be inefficient and expensive. Find out how Layer 2 link balancing technologies can help your organization build a faster, smarter wide area network (WAN). Read More...
Building Relationship Capital: Client Relationship Management for the Capital Markets
Client relationship management (CRM) technology can help capital-markets firms streamline investment banking activities, increase brokerage trade volume, and

building quote templates  Relationship Capital: Client Relationship Management for the Capital Markets Client relationship management (CRM) technology can help capital-markets firms streamline investment banking activities, increase brokerage trade volume, and meet compliance challenges. As a nerve center for information about clients, prospects, institutions, syndicate partners, and other contacts, the right CRM system enables capital-markets firms to share intelligence, coordinate activities, and derive advantage from an Read More...

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