The Sage X3 Quote Estimator: Streamlining the Sales Process
Efficient quoting is crucial for businesses to retain their customers and meet their product and service requirements. The current challenges in supply chain operations have made it essential for organizations to obtain complete and accurate quotes on demand. Failure to do so can lead to unreliable predictions about item delivery time and cost estimation. That’s where Sage X3 Quote comes in, providing businesses with a reliable solution to these challenges.
According to Barrons, larger corporations can access various suppliers and logistics options and may find supply chain issues less complicated. On the other hand, smaller businesses have limited resources and cannot afford any margin of error. They struggle to stay afloat and turn a profit if they cannot obtain quotes when, where, and how they need them. In this case, Sage X3 Quote provides them with a competitive edge by enabling them to meet their customer’s needs more efficiently.
The Sage X3 Quote Estimator is a solution provided by IWI that can help businesses streamline their quoting process. It allows businesses to get complete and accurate quotes on-demand, enabling them to predict delivery time and cost estimation more accurately. By simplifying the quoting process, businesses can focus on their core activities and increase productivity. The Sage X3 Quote Estimator is an efficient solution that can help businesses of all sizes stay competitive.
Sage X3 Quote Estimator By IWI Consulting Group Inc.[/caption]
Challenges in a Quick and Accurate Quoting
Along with evolving supply and demand frustrations, companies also face more familiar challenges in quick and accurate quoting. Some of the most common include:
- Lack of preparation
Lacking complete datasets puts companies in the unenviable position of lacking preparation. As a result, when potential customers come looking for RFQs, teams must scramble to pull together datasets, in turn increasing the risk of cost or logistics errors.
- Limited communication
Businesses often duplicate key processes without streamlined communication between sales, marketing, and front-line customer service departments. This duplication of functions reduces the efficiency of quote processes.
- Poor price planning
Given the changing nature of supply, demand, and materials pricing, it’s critical for companies to ensure all prices are as accurate as possible. Lacking this accuracy, companies could end up under-quoting customers and having to cover the difference.
- Staff skill gaps
The digital nature of businesses requires companies to respond in kind to customer requests; clients want quotes ASAP or they’ll consider other options. In practice, however, many businesses now face a lack of skilled staff to help bridge the digital quote gap.
- Legacy tools
Last but not least? Legacy tools can create friction between quote requests and outcomes. If businesses are stuck using tools that can’t connect to cloud databases, they can find themselves struggling to keep up with consumer expectations.
Building a Better Quote with Sage X3 Quote
The Sage X3 Quote Estimator from IWI Consulting Group can help your company build better quotes more quickly. Instead of using multiple solutions to build a single quote – only to discover that prices or processes have changed since the quoting process began – the Sage X3 Quote Estimator lets your team do everything from a single application. And thanks to full integration with your X3 environment, you don’t need to worry about missing or incompatible data; everything is pulled directly from your most current data set.
IWI’s Sage X3 Quote Estimator offers key advantages, such as:
- Comprehensive component factoring
The IWI solution factors in key quote components such as burden, labor, materials, sub-contractors, set-up time, and production time. This ensures quote accuracy is achieved.
- On-demand quote creation
Don’t wait until it’s too late: Create quotes on-demand when customers come looking. Instead of asking for patience for days or weeks while quotes are prepared, use the IWI Sage X3 Quote Estimator to build quotes on the fly.
- Seamless previsioning
Despite best efforts, quotes aren’t always accurate. The Sage X3 Quoting solution makes documenting revision numbers, and changes made easy. This ensures that all parties work with the most accurate quote data available.
- Complete visibility
Obtain complete visibility into your sales process through on-demand information. This includes stock by site, transactions, lots, projected stock, sales orders, sales order lines, and purchase orders.
Ready to streamline your sales process? Start with the Sage X3 Quote estimator by IWI. Get in touch at 416-499-4821 (ext. 101) or toll-free at 866-916-3851 (ext. 101), or email us at email@example.com today.
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