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Optimizing the Lead-to-order Process
A superior lead-to-order (LTO) process is essential in today@s environment of mass customization. Companies striving to build and maintain market share require

customer quoting process  these? Oh, oh, another customer is on the phone and is not happy ... The product feature checklists just aren't right ... We don't even know if we can build the requested configuration ... I can't trust these outdated product catalogs ... Our spreadsheets don't match ... You're joking, they want it when? These types of complaints are symptomatic of an ineffective and inefficient sales process that results in lost revenue and excessive costs. Meanwhile, the competitive environment is rapidly changing. Read More
Quote-to-Order (Q2O) Systems
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...
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Documents related to » customer quoting process


Quoting and Costing for Multiple Units of Measure
A common need of plastics producers is real-time shop floor production monitoring. This serves many purposes, including tracking cycles on tools or machines

customer quoting process  This capability helps improve customer service with quick and accurate quoting; easily retrieve quotes for multiple items, by customer, or sales representative; and create sales orders, inventory, and customer records. Real-time Shop Floor Production Monitoring Another common need of plastics producers is real-time shop floor production monitoring. This serves many purposes, including tracking cycles on tools or machines, data collection, precision measurement, analysis and reporting, gage management, Read More
Quote-to-order: New Ingredients in the Recipe for Success
Quote-to-order (Q2O) systems can address the increasing demand for personalized and customized products. Complex product specification, quoting, and ordering

customer quoting process  needs analysis (what the customer wants and why), through option recommendations, to configuration and change management (including validation), pricing, quoting and financing. The emphasis is on right-first-time and business process web automation. This applies equally within the context of business-to-business (B2B) and business-to-consumer (B2C) e-commerce. (See also The Perfect Order – Inside Out or Outside In? ). Why Such Demand for Q2O Systems? The reasons for the recent healthy market interest Read More
The Wizardry of Business Process Management - Part 3
Part 1 of this blog series provided a lengthy discussion about business process management’s (BPM's) necessary parts and parcels, and the software category’s

customer quoting process  can do it one customer issue at the time, starting with any business process that needs improvement: e.g., open a new account, charge dispute, detect fraud, increase credit line, handle a missed payment, and so on. As said in Part 2 , Pegasystems  (also known as Pega ) users can use the familiar Microsoft Visio diagramming tool to visually create (model) the processes that will deliver better customer service . There are many pre-built solution frameworks with industry best practices to get them Read More
Customer Relationship Management: Evolution, Not Revolution
Customer relationship management (CRM) can be a tool for positive change in businesses' operations. Or CRM can—unintentionally—cause a host of problems, from

customer quoting process  Revolution Choosing a new customer relationship management (CRM) solution can be onerous for anyone saddled with this task. But the process of choosing a solution doesn't have to be time-consuming and tedious. Nor should it cause major upheaval in an enterprise's operations, creating significant inconvenience for users. The last thing any manager wants is apathy—or even mutiny—from disgruntled employees “forced” to use an application that doesn't suit their needs or that is too complex to be Read More
The Impact of IT Service on Business Process Management
There are potential benefits of operating business process management (BPM) side-by-side with business service management (BSM). BPM and BSM are emerging

customer quoting process  by IT service failure, customer service reps can be instructed to take customer information for callback. This is infinitely preferable to the all too common response: the computer system is down, please call back later . Provisioning IT Service in the Agile Enterprise Utility computing, together with grid and on-demand computing, offers a way forward for organizations looking for agility and is the subject of intense discussion in the IT industry. These models promote agility and cost reduction through Read More
Voice of Customer: Using Customer Actions That Speak
Traditional voice of customer (VoC) analytics for understanding and predicting customer behavior relies on two types of data sources—structured (customer

customer quoting process  of Customer: Using Customer Actions That Speak Traditional voice of customer (VoC) analytics for understanding and predicting customer behavior relies on two types of data sources—structured (customer feedback surveys, focus groups, etc.) and unstructured (blogs, forums, etc.). Data is then organized for use by diverse teams across an organization. Read about how companies can use data captured from customer actions or on-board diagnostic (OBD) systems for VoC analytics. Read More
Process Enterprise Resource Planning (Process ERP) RFI/RFP Template
Financials, Human Resources, Process Manufacturing Management, Inventory Management, Purchasing Management, Quality Management, Sales Management, Product

customer quoting process   Read More
Savvion Inc. BusinessManager 7.5 for Business Process Management Certification Report
Savvion Inc.'s business process management solution, BusinessManager 7.5, is now TEC Certified. The certification seal is a valuable indicator for organizations

customer quoting process  practice areas such as customer management, supply chain management (SCM) , case management, order management, and product management. On January 11, 2010, Progress Software Corporation announced the acquisition of Savvion . Progress believes that the acquisition of Savvion will further its goal of providing unprecedented business visibility, responsiveness, and business process improvement, coupled with the highest degree of data integrity and integration. Savvion BusinessManager is a BPM solution Read More
Case Study: Shedding Light on a 360° View of the Customer
Sungevity is the fastest-growing residential solar company that designs, installs, and finances its solar electric systems in the US. Sungevity realized it needed field service operations that could scale, as well as tools that were easily used by their own technicians and by their partner network. See how Sungevity selected ServiceMax among a shortlist, the outcomes of the ServiceMax implementation, and the expected benefits.

customer quoting process  360° View of the Customer Case Study: Shedding Light on a 360° View of the Customer Source: ServiceMax Document Type: Case Study Description: Sungevity is the fastest-growing residential solar company that designs, installs, and finances its solar electric systems in the US. Sungevity realized it needed field service operations that could scale, as well as tools that were easily used by their own technicians and by their partner network. See how Sungevity selected ServiceMax among a shortlist, the Read More
Serving the Uncompromising Customer
Everybody’s talking about how improving customer experiences increases loyalty, advocacy, and profitability. And you know you need to do something to deliver great customer experiences across your organization (rather than just at the retail store or call center). So now what? Download this white paper to find out how to kick-start your customer experience improvement initiative.

customer quoting process  Serving the Uncompromising Customer Serving the Uncompromising Customer Source: RightNow Technologies Document Type: White Paper Description: Everybody’s talking about how improving customer experiences increases loyalty, advocacy, and profitability. And you know you need to do something to deliver great customer experiences across your organization (rather than just at the retail store or call center). So now what? Download this white paper to find out how to kick-start your customer experience Read More

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