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Getting Back to Selling
Faced with longer sales cycles, declining sales productivity, and increasingly discerning customers, companies are being forced to streamline and automate how

formal quote  contact, and opportunity information Formal and documented sales processes Standard approach to proposal generation and proposal management Central repository of sales and product marketing information Incentive/ Compensation Management Order/ Quote Generation Contact Management Software Customer Relationship Management Solutions Sales force Automation Product Configuration Forecast Management Although the issues of sales knowledge management and sales process management are both a focus of BIC 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 » formal quote


CDC Software + Consona = Aptean (Or: New Bottles for Old Wines)
August 2012 started with the announcement of the merger of Consona Corporation and CDC Software under the name Aptean. The new brand, announced on August 7

formal quote  having a very first formal briefing with Aptean for further details on the status of the company’s integration plans, as well as insight into individual product roadmaps. The Future Should Be… Interesting While I have no skin in this game (and thus no need for gleeful gloating à la Ned Lilly , CEO of competing xTuple and the main ERP Graveyard blogger), I do not envy the person who will have to rationalize the two merging product portfolios. By way of only scratching the surface, CDC’s most promine Read More
PROMYS Is Now TEC Certified
I'm pleased to announce that the PROMYS project portfolio management for professional service automation (PPM for PSA) solution is now TEC Certified.TEC

formal quote  This review includes a formal product demonstration, which gave me the chance to see the product up close and in depth. I'll be publishing full details in an upcoming Certification Report, but I just wanted to provide some quick first impressions of the software. What makes PROMYS stand out is that it is designed specifically for IT solution providers, and therefore feels lighter than most PPM for PSA solutions (which typically can provide more native support for large-scale projects such as construction Read More
BigIdeas 2011: Of BigMachines’ Quantum Leap - Part 2
Part 1 of this blog series talked about my very first attendance of BigIdeas, BigMachines’ annual user conference that takes place in the fall in Chicago. I

formal quote  but what about the formal SAP relationship and certification? WW : We do have a relationship with SAP and some SAP resellers (e.g., Espline ), but not nearly as close and strategic as with salesforce.com and Oracle. Getting more strategic and closer with Microsoft Dynamics CRM is on our to-do list for next year, while a strategic partnership with SAP is not yet being sought by our customers. Let me point out here that we have a number of integrations to other enterprise resource planning (ERP) systems Read More
The Lexicon of CRM - Part 3: From R to Z
CRM. C.R.M. itself is an acronym, standing for Customer Relationship Management. This is part three of a three-part article to provide explanation and meaning

formal quote  For Information . A formal document sent by a customer to a vendor asking for specific information about their product or line of products. It's usually the first salvo in several rounds of information gathering by customers in the vendor selection process. RFQ - Request For Quote . A formal document sent by a customer to a vendor asking them to put together a product and service package, with prices, for the customer to consider accepting and ultimately buying. RMA - Returned Materials Authorization . Mo Read More
SAP and Ariba Synergy
SAP acquired spend management and business commerce solution provider Ariba in 2012 for strategic reasons, and has since been investing in Ariba with a longer

formal quote  and Ariba Synergy SAP acquired spend management and business commerce solution provider Ariba in 2012 for strategic reasons, and has since been investing in Ariba with a longer-term view—especially with regards to power of the business commerce network (SAP is even an Ariba user itself ). We recently looked at the happenings at the recent Ariba Live 2014 user conference , and here we’ll focus on how SAP and Ariba have been meshing together to mutual benefit.   The Ariba Business Network is a huge Read More
Pearson Selects Cameleon Software’s CPQ
Pearson, a global education company, has selected Cameleon Software’s Configure, Price, Quote (CPQ) solution as part of a business transformation initiative

formal quote  Selects Cameleon Software’s CPQ Pearson , a global education company, has  selected Cameleon Software ’s Configure, Price, Quote (CPQ) solution  as part of a business transformation initiative aimed at enhancing the customer experience. Anticipating the growing need for customized and personalized services, as well as the shift from paper to digital content, Pearson adapted its business processes to the market changes and, as part of its strategy, implemented a CPQ solution. The tight Read More
iQuoteXpress Launches Version 6.0 of Its SaaS CPQ solution
iQuoteXpress has launched the latest version of its software-as-a-service (SaaS) sales proposal, e-catalog, configuration, and reporting software. The latest

formal quote  Launches Version 6.0 of Its SaaS CPQ solution iQuoteXpress has launched the latest version of its software-as-a-service (SaaS) sales proposal, e-catalog, configuration, and reporting software. The latest version of iQuoteXpress has been extended with important new features for lead tracking and calendar/activity functionality. iQuoteXpress added these new features in response to in-depth market research and customer feedback. iQuoteXpress v6.0 is now available to all existing and new Read More
Concept Enterprise Product Configurator: Quote-to-Order (Q2O) Systems Competitor Analysis Report
Quote-to-order (Q2O) solutions (sometimes known as configure, price, and quote or CPQ) enable manufacturers to mobilize their mass customization initiatives

formal quote  Enterprise Product Configurator: Quote-to-Order (Q2O) Systems Competitor Analysis 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 Read More
Who the Heck Needs ROI?
Ten common errors prevent return on investment (ROI) calculations from being used as much or as well as possible. Avoiding intuitive decision making and basing

formal quote  to difficulty by a formal but flawed project initiation process based only on the well-intentioned intuitions of the senior executive group. The executives needed the analysts' assistance during project initiation to provide sufficient understanding of the real business requirements and the quantified financial value these requirements achieve when met—essential for the meaningful ROI analysis that effective project initiation decisions are based on. Intuitive Decision-making Some management gurus Read More
Experlogix Product Configurator
The Experlogix Configure, Price, Quote (CPQ) solution features an intuitive configuration environment that turns even novice users into expert product

formal quote  Product Configurator The Experlogix Configure, Price, Quote (CPQ) solution features an intuitive configuration environment that turns even novice users into expert product customization specialists. As you customize a product, Experlogix automatically provides easy to understand, color coded displays, makes suggestions, fixes problems, etc. - all according to rules that you have defined. Graphics and technical product data can be called up at the touch of a button. Experlogix helps you Read More
Justification of ERP Investments Part Four: Replacing or Re-implementing an ERP System
An investment analysis focusing on enterprise resource planning (ERP) benefits frequently applies to those firms initially justifying an ERP implementation. It

formal quote  degree to which the formal ERP system is used to run the business. Four classifications -termed Class A through Class D--have often been used to characterize success. Figure 3.5 summarizes these classifications of ERP success. Class A User . The formal ERP system is effectively used to run the entire company. The manufacturing database defines the way products are really built, and efforts have been undertaken to simplify factory layouts and business processes. The ERP system defines realistic Read More
Customization Drives Complexity - Why It's Hard to Design, Sell, and Produce
It seems counterintuitive, but the process of selling, designing, and producing what appear to be

formal quote  Drives Complexity - Why It's Hard to Design, Sell, and Produce Simple Products The Customization Challenge Imagine walking into a car showroom and saying I want the late model sedan, but please give it to me with four more inches of legroom in the front, the tachometer moved to the left of the dash, and with an additional trunk release lever on the passenger side. What you would find is that the automotive industry, while they offer many features and options on their products, has Read More
The Essential Components of Quote-to-order Application Suites
Modern quote-to-order suites provide customers and suppliers access to design, planning, and material data. This enables users to proactively understand various

formal quote  Essential Components of Quote-to-order Application Suites Current customer relationship management (CRM) and enterprise resource planning (ERP) software may still have limitations for companies selling complex products (please see part two of this series, The Complexities of Quote-to-order and Possible Solutions . For more background, please see The Basics of Quote-to-order Systems . CRM and ERP solutions require custom programming for deployment and maintenance, and provide limited interactive Read More

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