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A Complete Sales Automation Solution

A Complete Sales Automation Solution

Manage
  • Real-time data management via Data Import File or API.
  • 24x7 free, unlimited access.
  • Dealer and Sales Rep access to quote and order history.
  • Integration with ERP and industry digital visualization standards via SIF file.
Configure
  • Step-by-step intuitive configurator.
  • 3D rotating image and animation.
  • Photo-realistic hi-resolution image.
  • Part Number and Spec Sheet generation.
Quote
  • Automated quote confirmations.
  • Multi-product quote capabilities.
  • Dealer direct-quote capabilities.
  • Ability to share, revise, and resend quotes.
Price
  • Pricing in List or Net.
  • Price includes customer specific discounts.
  • Shipping cost calculator.
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Abundance of Features

Our web-based solution includes a broad range of smart features designed for customer engagement, a streamlined sales process, and greater efficiencies for sales and marketing.

Configurator

Intuitive step-by-step configuration of viable product components and features automatically creates a part number and saves to a quote.
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Visualization

3D product renderings and feature animations viewable via zoom in/out and 360-degree rotation. Photo-realistic images are rendered in real-time for proposal documents and marketing tools.

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Saved Quotes

Dealers, Sales Reps, and Customer Service teams have unlimited 24×7 access to Quote and Order history for reference, requote, and follow-up.
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Data
Management

Simple data maintenance via Data Import file or API, ensuring real-time product and pricing information, and minimizing the pain point of price adjustments.
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Portals

Portals streamline back-end sales needs, giving access to quote and order history, discounting, contact information, and the ability to create, edit, and share quotes, and more.
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Shipping
Calculator

Freight cost is automatically added to quotes based on manufacturer-defined calculation rules or via API with the shipping provider.
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