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Adding CPQ to your CRM and ERP systems

You can use iQuoteXpress (IQX) as a standalone solution, or easily integrate with your existing CRM or ERP platform. We offer out-of-the-box integration (including single sign-on) with leading CRM and ERP systems.

With an API library, the system is also flexible enough to integrate with most any custom or specialized software applications.

Please contact us to learn more about integrating IQX, and adding automate sales proposal processing power to your business solutions.

 

A preferred Zoho Marketplace extension for Zoho CRM, IQX supplies a missing piece for Zoho users, adding sales proposal automation to their CRM systems.

As a single sign-on solution, users can access via a tab in their Zoho CRM navigation for IQX to pick up where Zoho leaves off, allowing for increased visibility into the most critical step of the sales pipeline: the proposal.

And for Zoho resellers, adding IQX to your portfolio will help you both attract new customers and get more revenue from existing customers.

Learn more ›

 

IQX offers a custom integration with Microsoft Dynamics, and we’ll support you in implementation, configuration, and everyday use.

A single sign-on solution, Dynamics with IQX ensures your sales quotes and proposals can be created, sent, and optimized right from within D365 — no need to have reps bouncing from one platform to another.

Get more from your CRM by adding IQX as your CPQ.

Learn more ›

 
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IQX is a Salesforce partner and integrates seamlessly with the world’s leading CRM. You can find our listing in the Salesforce AppExchange (or search for iQuoteXpress on the AppExchange).

Integrating with Salesforce is fast and easy. With just the click of a button, information from your Salesforce CRM contact database is synchronized with IQX. And it’s bi-directional: once a proposal made in IQX is complete, it’s referenced back to Salesforce opportunities.

 
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HubSpot has almost every tool a nimble sales and marketing team needs: a marketing hub (with lead gen capabilities), a sales hub (with CRM functionality), a content management system, and a service hub.

Keyword is “almost.” Now, with IQX as an extension of HubSpot, it has a robust sales proposal automation solution as well.

With IQX automating and optimizing the sales proposal process within HubSpot — and HubSpot handling everything from email campaigns to lead scoring to SEO — you’ll go further, faster.

 
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Pipedrive calls itself the “original pipeline CRM.” With IQX handling sales quote building, sales quote sending and tracking, and sales closing duties, Pipedrive has a heavy hitter at the end of the pipeline.

Unlike some solutions that attempt to be all things to all people, Pipedrive is all about sales, making it an ideal partner for IQX, in both its mission and features (e.g., the way its sales prioritization tools work in perfect harmony with IQX sales analytics and reporting tools).

Pipedrive and IQX help you put closing first.

 
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Ideal for SMBs, Xero stores contacts, tracks campaigns, logs client interactions, and — with IQX seamlessly integrated — closes deals.

A flexible, affordable system that supports most cloud-based sales and marketing apps (such as ESPs), Xero provides immediate support for businesses moving up from “mom and pop shops” into the SMB world.

And with IQX automating and optimizing the sales proposal process from start to finish, all within Xero, that move can happen quickly.

 
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IQX is a gold level member in the Oracle “PartnerNetwork” program. (You can find iQuoteXpress listed in Oracle’s Solutions Catalog.)

As a gold partner, IQX works with Oracle on prospective accounts who have an interest in bundled CRM/CPQ solutions using Oracle’s CRM On Demand in conjunction with IQX. Oracle and IQX users can dramatically increase ROI by leveraging the added value of both products—and teams—in tandem.