Intelligent continuous management of the pre- and post-sales lifecycle

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SWL Platform Sales iQ

Yagna Sales iQ allows users to step through a complete workflow from Customer requirements to placing an order. Yagna Sales iQ supports collaboration within the pre-sales and delivery teams resulting in customer driven solutions. Post-sales, Sales iQ manages additional opportunities with customers using the Yagna Marketplace and knowledge acquired in the initial sale.

The SWL Platform Sales iQ assists sellers in renewals, upselling and cross-selling. Using the initial workflow proposal, sales teams can then optimize solutions for a good-better-best view. This allows teams to discover additional offerings to include with the initial proposal. New products and services are easily integrated into proposed solutions using the proposal builder standard and customizable templates.

Features
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Customer Requirements Aggregation

  • Solution bundles (off the shelf)
  • Package your own bundles
  • Build profiles, reuse
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Solutions Design & Specifications

  • One-click BoM (Intelligent mode)
  • Seamless manufacturer integration
  • Automatic validation back-end systems
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Solutions Build

  • Pull from manufacturer’s BoM
  • Preliminary proof of concept
  • Set baseline metrics
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Configure-Price-Quote (CPQ)

  • Real-time pricing from manufacturer
  • CapEx & OpEx price modeling
  • Include discounts, margins & rebates
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Bill of Material Optimization

  • Optimize products, pricing
  • Good-better-best options
  • Modify on the fly
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Proposal Generation

  • Select or customize templates
  • Single source document control
  • Fulfillment for post-sales CRM
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Yagna Marketplace

  • Build solutions inventory
  • Update and re-order easily
  • Manage cross-sell / upsell opportunities
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CRM / ERP

  • Integrate with CRM/ERP
  • Post-sales tracking and follow-up
  • Increase attach rates and repeat sales
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