iQuote Replacing DPS in F’10
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1 iQuote Replacing DPS in F’10 Purpose: To increase efficiency and effectively through accurate product and pricing configurations. Process: In 2006 work began to replace the static spreadsheet (DPS) with a continuously updated online tool. Include a Configuration Wizard to accurately configure products along with pricing programs and contracts. Base additional features and development priorities on distributor input. Retire DPS at the end of F’09 to focus on iQuote. Payoff: Efficiently provide solutions to our customers though: • Real-time data – i.e., new models, pricing or rebate changes/corrections • Built-in configuration rules for better accuracy – no more old/outdated price files or costly errors
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iQuote Replacing DPS in F’10. Purpose: To increase efficiency and effectively through accurate product and pricing configurations. - PowerPoint PPT Presentation
Transcript of iQuote Replacing DPS in F’10
1
iQuote Replacing DPS in F’10
Purpose: To increase efficiency and effectively through accurate product and pricing configurations.
Process: In 2006 work began to replace the static spreadsheet (DPS) with a continuously updated online tool. Include a Configuration Wizard to accurately configure products along with pricing programs and contracts. Base additional features and development priorities on distributor input. Retire DPS at the end of F’09 to focus on iQuote.
Payoff:Efficiently provide solutions to our customers though:
• Real-time data – i.e., new models, pricing or rebate changes/corrections • Built-in configuration rules for better accuracy – no more old/outdated price files or costly errors • Advanced quoting capabilities – store history, save quotes to avoid re- keying for rebates, etc. • Analysis of quote activity – profitability, close rate, etc...
iQuote: TodayiQuote: Today
• Adding customers (some distributors are opting to use only _Demo customer)
• Changing/Adding product configurators
• Adding State Contracts – working with Pete Whitacre to add these and other distributor specific contracts
• Adding corporate accounts – working with Nancy Stratton to add these customers
New in iQuoteNew in iQuote
iQuote 1.3.0 out since 9/29/09iQuote 1.3.1 on schedule for 10/28/09
iQuote Help Center (1.3.0)iQuote Help Center (1.3.0)
Adding more info about recent updates, training, & troubleshooting
Located in the header
Redesigned Interface:For Improved Usability
(1.3.0)
Redesigned Interface:For Improved Usability
(1.3.0)
Login Page
Review Quote Page
Review Quote page:New Navigation Bar (1.3.0)
Review Quote page:New Navigation Bar (1.3.0)
Consolidates buttons and menus into 1 place
Contract Price Calculation (1.3.1)
Contract Price Calculation (1.3.1)
Current Method Award Price = DNET * % AwardExample: $10,000 x 111.71%Issue: Rounding error, price off by a few cents
New Method (to be released on 10/28)Award Price = MSRP x (100% - % discount off MSRP)Example: $20,000 x (100% - 15%)Benefit: Eliminates rounding error
New fields show up on quote exports
Header Note:
Body Note:
Review Quote page:New Fields (1.3.1)
Review Quote page:New Fields (1.3.1)
Set Pricing page:Override Pricing (1.3.1)
Set Pricing page:Override Pricing (1.3.1)
Override award price (does not apply for Contracts)
Review Quote page:Bundled Quote (1.3.1)Review Quote page:
Bundled Quote (1.3.1)
Displays a price of the traction unit + accessories
Review Quote Page: Upload Allied from Spreadsheet
(1.3.1)
Review Quote Page: Upload Allied from Spreadsheet
(1.3.1)
Upload multiple allied products to quote instead of always entering 1 at time
Review Quote page:Add Tax (1.3.1)
Review Quote page:Add Tax (1.3.1)
Distributor request feature: apply sales tax %
Review Quote page:Finance (1.3.1)
Review Quote page:Finance (1.3.1)
More flexibility with vendors, programs, rate
factors
Review Quote page:Finance (1.3.1)
Review Quote page:Finance (1.3.1)
Add multiple Finance Options
More details on Financing tab of Quote export
Exported quote add distributor logo, contact info,
etc.,
Exported quote add distributor logo, contact info,
etc.,
Does not include header/footer
w/distributor logo etc.
Current Export
DistributorLogo
Other Header Info
Footer Info
Cut & Paste into this Template
Includes header/footer w/distributor logo etc.
Exported quote add distributor logo, contact info,
etc.,
Exported quote add distributor logo, contact info,
etc.,
Does not include header/footer
w/distributor logo etc.
Current Export
DistributorLogo
Other Header Info
Footer Info
Cut & Paste into this Template
Includes header/footer w/distributor logo etc.
Q: I don’t have a template that I can Cut and Paste into, what do I do? A: Contact me and I will build you a [email protected]
F’10 Roadmap: Feature Enhancements
F’10 Roadmap: Feature Enhancements
Q1 New Features• GSA Pricing• Performance Parts• Other voice of customer enhancements
Other Suggestions for F’10 Enhancements• Custom quote templates• More efficient customer contact management• Online profitability analysis page – re-price all items on quote from the same page• Option to turn off configuration rules• Customer and product search
