Home > Channel Partners > Telequote
Telequote
1. Quote Interface
Instant Quotes
• Generate complete quotes instantly for complex services including local dial-tone and data networks and in a professional, ready-to-present proposal format.
• Instant Quotes use system intelligence and rules to replace expensive labor with efficient automation
• Ready-to-send quotes in seconds
• Automatic service availability and market-based pricing
• Focus more on closing sales, less on preparing quotes
Quote Sender
• Receive quotes quickly and easily
• Save time by storing editable, default sales language for automatic use with sub-agents
• Enables quotes to be generated and sent in seconds
• One click on Channel Partner or prospect’s email address to initiate delivery
• Agents' quote presentation language is stored & editable
Auto Order Population
• Order documents are automatically populated using known quote and prospect information
• Completed order forms ready in minutes not hours
• Electronic order hand-off to capable service providers is also available.
• Save time on paperwork—focus on sales
• Never enter information more than once
• Completed order documents stored for easy reference & editable for changes
Resources
• Quickly access wire center information, calculate mileage, and check local access options
• Resources provide agents with useful research tools to add even more value to the relationship
• Comprehensive wire center information provided on-demand
• Calculate mileage between locations within seconds
• Determine which CLECs can provide service at any given location
2. Quote (RFQ) Management
RFQ Manager
• System tracks sales cycle status and all related notes of pending quotes and proposals viewable by responsible Channel Partners, sub-agents, and related upstream hierarchy
• Channel Partners have instant sales CRM to manage all sales opportunities
• Track status and probability of closing sales opportunities in real-time reports
Special Pricing Request
• Channel Partners can trigger special pricing requests with a simple drop-down selection status change
• High-priority email and screen flag is triggered for the designated WCS support contact.
• Streamlines special pricing request process
• Reduces cycle time for fulfilling special requests
Schedule Manager
• Integrated schedule manager completes productivity suite with intuitive calendar and scheduling functions designed to coordinate & track sales activities
• Calendar shows all posted training and support events
• One key click scheduling with existing contacts or workgroups
Quote Manager
• Channel Partners can enter their own quotes manually or with templates, clearly see the progress of your quote fulfillment efforts
• Readily access their proposal with the click of a button.
• Progress visibility reduces support inquiries and eliminates confusion
• Quoting and proposal generation capabilities allow for increased independence
3. Agent Management
Sub-Agent Management
• Channel Partners can instantly create employee and sub-agent users with system access without involving WCS
• Allows full administration of sub-agents for maximum efficiency and independence
• Channel Partner sub-users can be established or suspended at will
• Channel Partners can run quotes for sub-agents as needed
• Dramatically reduces demand on IT resources
New Agent Registration
• Automated registration allows new agents to register to use the system and create their unique Agent ID.
• Channel Partner approval automatically creates unique login for newly registered agents for immediate system access.
• Reduces channel overhead—no IT intervention needed
• Agent ID validation ensures assignments are unique
• Growing the agent base is fast, easy and properly tracked and documented
Agent Manager
• Instant access to the agent base including contact information, quote & order performance history, most recent login access time, login information, and more
• Channel Partners can effectively manage large sub-agent channels
• Channel Partners can define sug-agent privileges on an agent-by-agent basis
Reports
• Many powerful and exportable reports are available including Sales Funnels, Pipelines, Win/Loss, Loss Analysis, and Competitive Loss reports
• All reports are based upon actual system activities and real-time agent status inputs
• Accurate sub-agent funnels without taking field polls
• View sales forecasts using individual agents' actual closing ratios
• Loss reports shows Channel Partner where lost business is going and why
Opportunity Staging
• Sales opportunities automatically advanced from one status stage to another (suspect, prospect, customer) based upon actual system events
• Status changes can trigger events or solicit assistance
• Multiple status options reveal more about sales opportunities
Login Control
• Username and passwords are generated automatically by the system upon registration
• Can be suspended at anytime by agent support based upon termination, abuse, etc.
• Termination reason codes, notes, and date stored for future reference
• New users are are provided system access instantly
• Agent support can turn user access on/off with a single mouse click
• No IT resources required for login control functions
Quote Conversion (Quotes for Orders Monitoring)
• View quote performance and set automatic system flags to review agent performance
• RFQ Bank reduces potential abuse and fraudulent use
|