B2B Intelligent Quote to Order Management Solution

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aiinteleKt’s intuitive, integrated, scalable sales solution allows you to sell anywhere, anytime 

In a hyper-crowded marketplace, you have roughly 60-90 minutes to go from lead to quote if you want to close a sale. To drive revenue, enable your team with a quote-to-order process that maximizes access to customer and product data, dashboard reporting, automated communication tools, and product and delivery tracking. aiinteleKt’s Quote-to-Order Solution empowers all stakeholders with unprecedented speed and visibility, boosting your customer experience and win ratio. 

Key Benefits of aiinteleKt’s Quote-to-Order Solution 

  • Visibility – Identify net new quotes immediately, track them at a macro level, and pinpoint urgent quotes that require immediate attention. 
  • Speed – Accelerate quote process and acceptance time via status dashboards, automated reminders, and intelligent suggestions. 
  • Identify – Find and fix bottlenecks, addressing stale quotes before they go cold. 
  • Accuracy – Access current product and contract status updates in real-time with integrated data-driven capabilities. 
  • Automate – Empower reps, customers, and managers with preset messaging, date-tracking, and ticket updates. 
  • Optimize – Improve quote process management and boost customer experience by intelligently managing the touch frequency. 

aiinteleKt’s Quote-to-Order Solution provides a system that optimizes complex selling processes for faster sales cycles, improved margins, and true customer satisfaction. 

Quotation Workflow 

With aiinteleKt’s Quote-to-Order platform, you enhance the customer’s experience and get Intelligent Automation to achieve better Visibility and Quote Management, speeding up the sales process. 

Intelligent Automation 

aiinteleKt’s Quote-to-Order Management Solution helps companies sell better by automating much of the lead-to-quote-to-order process, including product selection, configuration, pricing, deal negotiation, quoting, customer communication, ordering, and management input and approvals. This ensures brand loyalty and retention through a seamless experience. 

For further details on each of the elements of aiinteleKt’s Quote-to-Order platform, be sure to Find Out More about aiinteleKt’s Field Management Solution that connects the entire Field Service Management value chain with innovation and a deep understanding of customer needs. 

Multiple Levels of Support 

Delivering a lead from quote-to-order-to-installation can involve multiple stakeholders and departments within your organization. aiinteleKt’s solution provides one data warehouse and maximum integration capabilities. Whether it’s your CSR, accounting, management, help desk, or field service management reps, all team members have dashboards to access real-time intelligence. 

Superior Segmentation 

Empower your engagement strategy by delivering personalized customer experiences through exceptional segmentation capabilities. Create target audiences and provide relevant content based on demographic, economic, purchase history, and other meaningful behavioral data that enhances Customer Lifetime Value (CLV). 

Maximize Marketing Campaigns 

Don’t just stop at one fulfilled order. Expand your Customer Lifetime Value (CLV) by leveraging customer data to empower your marketing strategy through drip mails, SMS efforts, social media, personalized product & service suggestions, and other targeted marketing campaigns that communicate a brand that cares about specific customer goals. 

Post-Sale Tracking & Reporting 

Identify weak spots in your process and troubleshoot pain points that might be causing you to lose sales mid-stream. Address product, supplier, or communication breakdowns, isolate mitigating external factors negatively affecting your revenue stream and plug holes before they become long-term problems. 

Are you interested in diving deeper into your retail marketing challenges? Schedule a 30-minute chat with one of our specialists. We can review your unique situation and suggest approaches that can set you on the path to success

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