AUTOMATE QUOTE TO CASH PROCESS

A one-of-a-kind solution designed to quickly and accurately produce highly configured intelligent quotes for healthcare marketplace operators such as brokerage and benefit administration organizations.

OUR PRODUCTS

EMBRACE DIGITAL TRANSFORMATION; AUTOMATE QUOTE TO CASH PROCESS

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Artificial Intelligence Enabled

These intelligent price quotes leverage advanced analytics, machine learning, revenue forecasting, and P&L modules to centralize and automate complex products, services, pricing, and business rules to make them available in real-time.

10%

Integration module

Third party system integration, APIs etc

20%

Automatic Workflows

Quote/proforma internal and external workflows

30%

Business Intelligence

Reports, dashboards, order approval, sales pipeline, churn rate etc..

40%

Order management

Create customer purchase agreement, custom invoicing, payment gateway, order fullfillment (trigger service start date)

50%

Generate Smart-Quote

Formulate a quote or proforma automatically. Leverage predictive science & machine learning to increase revenue, optimize internal costing and expense

 

90%

P&L Calculation

Forecast multi year revenue, internal costing, commission split rules, sales commissions etc.

 

70%

Advance Pricing Engine

Central repository to configure and maintain price books, formulas, tier pricing, range pricing, etc.

 

50%

Inventory Management

Item master (Add products and services)

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REAL TIME PROFIT AND LOSS CALCULATION

Now, for the first time, sales representatives can forecast revenue by each line of products and services.

OUR PRICING

SMART QUOTE COVERS END TO END CUSTOMER ACQUISITION PROCESS

Startup

$149.00 monthly
  • One User
  • Core Modules
  • Dedicated Support
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Custom

  • Consult Us
  • Custom Solution

COMPARE OUR PLANS

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Features Standard Professional Custom
Inventory Professional
Pricing Engine
Revenue Forecast
Profit & Loss C SMART QUOTE Process Design
Quote Management
Self Service Portal SMART QUOTE Functional Integration
Integration with Salesforce CRM
Contract Execution - SMART QUOTE Deployment selection
Predictive Insights -
Artificial Intelligence -
Integration with Microsoft Dynamics CRM -
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