One of the more frustrating things, especially for a new rep is knowing the differences between all the acronyms and what is included and what is not. For example, does this small desktop include the fax card or not? Or does this desktop model have 1 tray or 2 trays? Knowing the difference between a DN, DNI, PT, PTXF, PTXFI, or all the different manufacturer acronyms can be incredibly confusing. In an effort to make this a lot easier for reps, we made our tool so there is a "master" model and then all of the child models will have the appropriate accessories. Now, this isn't technically a configurator (if the finisher needs a connecting kit, that could be put in the notes, but it won't auto carry that into the quote...)
However, if you have a 4 tray model, we do make it so the rep can't add a tray when it wouldn't accept one. Or on a single tray model, it doesn't offer the finisher because the heights may not line up. If you want to see how we accomplish this - it isn't through complicated spreadsheets. It is an intuitive interface designed to help those in the field make accurate quotes in a rapid manner.
Perfect Copier - Build Dynamic Copier Quotes in Minutes - Watch Video
We built this into the tool because a lot of the Xerox Agents were used to Valuequix and making quotes based on models like the C7020/DM2 vs the C7020/SM2 vs C7020/TM2 - If we just started with the DM config and they added the 3 trays and stapling, the cost points differed than if they just got the TM configs. So it was creating confusion for reps who wanted the TM in the tool rather than the C7020 where you had to add in all the config possibilities.
When creating an industry specific quote tool, we have to think about stuff like this. Ultimately, that is what makes our tool so unique. We have to consider things like how devices are configured, how leases are made, how service contracts are written, how sales reps think, etc and get all of these into a tool - and somehow still keep it easy to use.
If your reps struggle making quotes, give us a buzz. We can handle the crazy stuff like multiple price lists for government or large customers, or rental scenarios. Even if you sell more than 1 brand, we can help with that! You manufacturer may give you a tool to help with 1 brand, but what if you sell 3 brands? We intend to be the premier quoting tool in the copier industry, but we have had to learn some tough lessons along the way to make this tool ready for market. At first, we were trying to make it based on how we sell. Then we realized... every idea a client has or every problem we can help solve makes us that much better and prepared for the future.
I am really proud of our tool and the team behind us who put this together with countless hours (OK, they can be counted, but I don't like to count that much because I see the 10's of thousands invested so far) If your team struggles making quotes, or struggles bringing new reps up to speed quickly, you need to give us a call to see what we can get done for you!
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