Q2P

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High level description about IsoSoft's Quote2Project.

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Q2P

  1. 1. Agenda <ul><li>Presenter: Carl Morhbacher </li></ul><ul><ul><li>VP of Sales and Marketing, IsoSoft Solutions </li></ul></ul><ul><ul><li>847.679.0427 x105 </li></ul></ul><ul><ul><li>[email_address] </li></ul></ul><ul><ul><li>Enter general questions into chat </li></ul></ul>
  2. 2. Agenda <ul><li>High Level Overview </li></ul><ul><li>What Is Quote2Project (Q2P)? </li></ul><ul><li>Quick Demo </li></ul>
  3. 3. What Is Q2P? A tool to manage your entire sales cycle
  4. 4. Ex: Sales Cycle <ul><li>Inquiry </li></ul><ul><li>Quote </li></ul><ul><li>Job/Project </li></ul><ul><li>Info needs to be managed at each step </li></ul>
  5. 5. Inquiry <ul><li>Who are they? </li></ul><ul><li>How do you get in touch with them? </li></ul><ul><li>What do they want? </li></ul>
  6. 6. Quote <ul><li>Type of project </li></ul><ul><li>Materials </li></ul><ul><li>Vendors </li></ul><ul><li>Shipping Costs </li></ul><ul><li>Follow up dates </li></ul>
  7. 7. Project <ul><li>Key Files (art, PO, contracts etc.) </li></ul><ul><li>Deadlines </li></ul><ul><li>Status </li></ul>
  8. 8. How Does Q2P Help? <ul><li>It takes your business to the next level </li></ul>
  9. 9. How Does Q2P Help? <ul><li>Advanced Technology </li></ul><ul><ul><li>Optimized when server based </li></ul></ul><ul><ul><ul><li>Most features discussed available with no server </li></ul></ul></ul><ul><ul><li>Log in from anywhere </li></ul></ul><ul><ul><li>Multiple User Access </li></ul></ul><ul><ul><li>Keeps all info current </li></ul></ul>
  10. 10. Technology Sidebar <ul><li>Windows Based </li></ul><ul><li>Built to connect with other established software </li></ul><ul><ul><li>QuickBooks, Microsoft Accounting </li></ul></ul><ul><ul><li>Microsoft Exchange </li></ul></ul><ul><li>Fully customizable </li></ul><ul><ul><li>Basic customizations made by user </li></ul></ul>
  11. 11. How Does Q2P Help? <ul><li>Streamline Operations </li></ul><ul><ul><li>Decrease administrative work </li></ul></ul><ul><ul><ul><li>Less searching for info </li></ul></ul></ul><ul><ul><ul><ul><li>All art, WO, PO, files attached to project </li></ul></ul></ul></ul><ul><ul><ul><ul><li>All vendor bids attached to quote record </li></ul></ul></ul></ul><ul><ul><ul><li>Lower overhead, more profit </li></ul></ul></ul><ul><ul><li>Improves Customer Relationships </li></ul></ul><ul><ul><ul><li>Less lag time for team call backs </li></ul></ul></ul><ul><ul><ul><li>Aggregated info, better understanding of clients </li></ul></ul></ul>
  12. 12. Why Q2P? <ul><li>Smooth Workflow </li></ul><ul><ul><li>Easy flow from initial contact to invoice </li></ul></ul><ul><ul><li>Designed for all levels of tech comfort </li></ul></ul><ul><li>Permissions/Security </li></ul><ul><ul><li>Approve art files, finished projects </li></ul></ul><ul><li>Everything ready for the next project </li></ul><ul><ul><li>All prior project info available in archive </li></ul></ul><ul><ul><li>What went well, what needs improvement </li></ul></ul>
  13. 13. Agenda <ul><li>Presenter: Carl Morhbacher </li></ul><ul><ul><li>VP of Sales and Marketing, IsoSoft Solutions </li></ul></ul><ul><ul><li>847.679.0427 x105 </li></ul></ul><ul><ul><li>[email_address] </li></ul></ul>

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