Lead Capture / Quotation Solutions
Solutions Quick Info

Rapidly Build Rules / Formulas

User friendly work bench where non-technical users can create and maintain complex rules and sophisticated formulas all without needing programming expertise.

 

Define Stock Configurations And Kits

Streamline the quote and order entry process for your product lines with pre-built configurations and best practices. Automatic up-sell and cross-sell messaging increases your bottom line and profits.

Simplify Quotes & Orders

Quickly configure custom products and services to meet each of your customer's unique requirements. Rules can be based on product type, geography, customer name and type, industry project size and more.

Real-Time Selection Validation

Immediate verification of accuracy for each user entry, providing intelligent feedback with easily understood pop-up messages and color coded highlights. Virtually any configuration scenario can be accommodated.

 

 

Empower Your Sales Team

Quickly customize quotes and orders with 100% accuracy, leading to dramatic gains in revenue and profitability. This powerful platform combines guided selling, configuration and intelligent workflow as well as automated proposal generation to help your sales team gain the edge on sales opportunities.

Design Elegant User Interfaces

Quickly create stylish user interfaces via a template based designer. Then add product images, logos, easy check boxes and drop-down lists and more with ease.

Proven Technology

By streamlining the sales professional's quote and order process with an approach that has worked well for hundreds of companies globally, your sales team will close more business faster.

Parametric Configurator
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