IQuote Sales Training HP Inc. Level 1 V2.2 December 2015.

iQuote Sales TrainingHP Inc.Level 1V2.2December 2015

© channelcentral.net Limited 2015 Confidential 2

Agenda iQuote Basics

First Impressions Logging In & Getting Help New Quote via:

Browsing Quick Launch Shopping List

The Specification Table Adding Options by Browsing & Searching

Saving & Exporting Quotations iQuote Swift (Price List Generation)

Note !This slide deck contains animation.In order to view correctly, please run this presentation in full Slide Show mode.


First Impressions

iQuote Portfolio Hewlett Packard Enterprise:

Servers, Storage, Networking

HP Inc. commercial PC Computing: Desktop PCs, Notebooks, Workstations &

Mobile Workstations, Thin Clients

Options and Accessories for the above Care Pack packaged services BTO supply chain (only)iQuote is browser based and delivers error

free quotations maximising each Sales opportunity.

Next Slide


Logging in and getting help

Getting Help Click on “Feedback” on iQuote Footer

Select type of Feedback (e.g. missing option), and submit your message to our Support Team

Other Help Options If you want send a screenshot of your enquiry, send an email:

[email protected]

Logging In Select which Portal you wish to work with:

Hewlett Packard Enterprise or HP Inc.

Your welcome email contains a web link: Example: www.channelcentral.net/iquote/?host=DAB123456

Your user name is your email address Your welcome email contains your Password

If you forget your password, click on the ‘forgotten password’ link for an email reminder

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New Quote via Browsing

From New Quote select the Product Type In this example we’ll use Desktops and Workstations

iQuote shows the Families The figure shown in Brackets advises of the

the total number of System Units available within each Product Family

Click on a Family to see the System Units

In Family View All system units are displayed (promotional then BTO Models)

according to your location If provided, iQuote will show stock, price and whether

promotions are available Click on the Part Number to start the quote

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New Quote via Quick Launch

Quick Launch If you are familiar with the Products you wish to work with and know the System Unit Part Number, you can start

a New Quote quickly using the ‘Quick Launch’ function Select ‘Quick Launch’, then simply paste or type your System Unit Part Number into the field, and click the arrow. iQuote will load your chosen System Unit into a New Quote If iQuote doesn’t find the System Unit part number you’ve entered in the current iQuote portfolio, you will be

returned to the Home Page

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New Quote via Shopping List

Shopping List This function allows you to copy / paste a list of Part Numbers into iQuote – similar to ‘Quick Launch’, but this time providing a

list of products, not just one system unit Click on Shopping List, and paste your list of Part Numbers into the form and press the ‘compile’ button iQuote will launch a New Quote, containing your list of part numbers. iQuote will price, stock, validate and where available /

applicable, also apply discounts to your configuration, too

Shopping List Tips Shopping List is ideal for checking one System Unit

configuration at a time There must be one system unit in the list Formatting – iQuote uses either ‘HP Part #’ TAB ‘Quantity’ or

‘Quantity’ TAB ‘HP Part #’ Incompatible options are rejected If you put in System Unit quantity of more than 1 HP iQuote

will divide all options by number of Systems If you have a long list of unconnected parts to quote on, use

iQuote Swift as an alternative option – covered later

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The Specification Table

The Spec Table• Shows the standard configuration of your chosen

System Unit• Many pre-sales queries can be solved just by

viewing the Spec Table• Standard specification and maximum capable /

achievable factoring expansion is shown in brackets• Underlined sections contain further information on

click:• Processor (where available)

• Memory• HDD Internal Storage

• The Manufacturer's external specification resources can be accessed here also:-

• QuickSpecs• White Paper (where available)

• You can collapse the Spec Table if you’re finished with it by clicking on this button

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1/2 – View All Options – part 1

There are 2 ways to add options and accessories to your configuration.• Firstly let’s look at the default view: ‘View All’ options• The view you are using is always highlighted in this colour

Selecting your options All Options are grouped logically

into sections Click on the relevant section to

view all options available within it

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1/2 – View All Options – part 2

Browse Results• For this example, we’ll look at the Memory section. This is how it would look, when

selected• Note that iQuote continues to advise the user – in this case providing optimisation

information here• To Add Options to your configuration; Simply add the quantity that you require in the

‘Qty’ box, and click ‘Add Option’

Top tips All options will be added to the

Current Quote in the quantity that you select

Technical Validation: If you add an incorrect combination or invalid quantity of options, advice will be provided to you in the ‘Validation Notes’ - Covered later

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2/2 – Search for an Option

You can manually search for a specific option in iQuote • Select the ‘Search’ Icon

Top Tips Using the ‘Search’ function is

the quickest way to locate a specific option or accessory in iQuote

If you know the part number, use this function to build your ideal configuration quickly and easily

iQuote has intelligent filters which won’t allow invalid or incorrect options to be added to a configuration

Next SlideEnter your search criteria If you know the Option Part Number, enter it here for an immediate lookup Alternatively, if you don’t know the part number, you can use the text search function, which

supports phrases and keywords (e.g. PROCESSOR, MEMORY, RAM, etc) If you search for an Option Part Number that iQuote doesn’t recognise, it sends our Support

Team a request to check it and proactively add it From Search Results you can add products to the Cart/Basket in your current quote


Current Quote View

Current Quote view This is where your quote is built, using the System Unit and any

additional Options and Accessories you have selected

Auto-add: You’ll see that iQuote will sometimes ‘auto-add’ popular / frequently-ordered items to your configuration automatically, to save you time looking for them

The plus(+), minus (-) and remove (x) icons allow you to increase, decrease or remove options

The quantities in the Cart/Basket will be shown either in Red or Green text font, to denote available or unavailable stock

iQuote will validate the technical compatibility of your Current Quote in the Validation Checklist.

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Technical Validation

The Validation Checklist GREEN ‘P‘ Icons: Self-explanatory – no further action required - all is good ! BLUE ‘!’ Icons: These are Advisory Notes, and can be either circular or rectangular;

These will provide you with suggestions on how to maximise / optimise the performance of your current Configuration. These warnings are also designed to offer advice on any potential trade-offs. Can be also RED in the case for very important information !

RED ‘X’ Icons: If you have a Red Cross in any part of your configuration, you have made an critical technical error

By rolling your mouse over the Icon, iQuote will provide advice on how to correct your error, and in some cases may provide you with information on additional parts that may be needed

Note:- Quotes made in iQuote cannot be saved or exported until all critical errors have been corrected

Grey ‘?’ Icons: iQuote advises you that this is an item that is not covered by Technical

Validation checking iQuote makes Validation Checks for the following products: Processors, memory, PCI slots, hard disk drives, secondary storage and power

supplies. Memory and PCI slots are also checked for optimisation

iQuote Technical Validation iQuote will technically validate your Current Configuration in real time as you build

your configuration iQuote Technical Validation information is contained in the ‘Validation Notes’ area of

the Current Quote screen

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Saving QuotationsSave your Current Configuration If you are happy with your Configuration, you can save it in your iQuote profile To do so, firstly provide a Quote Name in this box

However this is an optional action – If you do not enter a name to save your quote against, iQuote will auto-generate a unique Quote Name if you leave the box blank

Save your quote by clicking the Green Arrow button iQuote generates a unique ‘Quote ID’ once you have successfully saved your quote

More functions become available when you SAVE your iQuote quote ! Add Margin: The Add Margin feature is enabled when you’ve saved your

quote The Margin % Box appears; you can apply a retained margin across the entire cart/basket

using this function This function is useful when applying a sales margin to a customer-facing quotation When you export a quote, your Retained Margin calculation is included in the quote that

is produced- ready to send to your customer

Why Save?“You’ll not only have a permanent record of the quote but you can use it as a template, re-price it with ease and your quote data will help to profile stock”

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Sample Microsoft Excel Quote export This is what an iQuote quote looks like

when exported to Microsoft Excel Your iQuote Host’s Logo appears here

Your Logo if you are the host ! Part, Description, Qty, List Price, Sales

Price, Stock Availability Quote Date and Ref Validation Checklist Notes Your iQuote Host’s Terms and

Conditions of Sale appear here Your T’s and C’s if you are the

iQuote host !

Exporting Quotations

To export to Microsoft Excel (.xls) Accept the default option which is Excel If you want to quote multiple systems, you can change

the quantity here – the default value is 1 system We also allow a sales margin (retained %) to be added

at this stage Hit the ‘Export’ arrow, and iQuote will open the Export

with a unique filename**.**Depending on your Browser and Excel version

Clear all Validation Errors:If the iQuote Validation Checklist has any RED ‘X’ Critical Errors, iQuote will not allow a technically incorrect quote to be exportedYou must correct all errors !

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iQuote SwiftWhat is iQuote Swift?• iQuote Swift allows the user to generate a Price List of all compatible

items for an individual System Unit• The Price List shows all compatible Options, Accessories and Care

Pack packaged services, along with current available Stock and Price• This feature can also be to look for ‘random’ Skus by simply ‘pasting’

Part Numbers into the system – click here to do this

Using iQuote Swift• Click here to access iQuote Swift• The default view allows the user to enter a System Unit Part Number

• Enter your System Unit part number and press ‘submit’• You can optionally add a sales margin here (retained margin %), and

also check this box to show only ‘in-stock’ items• Electronic Care Packs and Software Licenses are always treated as “in

stock”• This is an example of an iQuote Swift list, generated for a Workstation

System Unit• Top Tip: - You can export the list to MS Excel here

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Staying informed

iQuote Social Media

Follow @iQuotechannel and let’s talk #iQuote

Join the iQuote User Group and be part of the community

Follow the channelcentral Blog for the latest iQuote Updates

www.channelcentral.net/blog

Visit the channelcentral YouTube Channel for Training and

promotional materials http://bit.ly/1Mlzusn

http://www.channelcentral.net/blog

http://bit.ly/1Mlzusn

https://twitter.com/ccentral_net

https://www.linkedin.com/company/203553?trk=tyah&trkInfo=tarId:1396624622325,tas:channelcentral,idx:1-1-1


Congratulations

Level 1 Sales Training is Complete !

Level 2 Agenda

Solving Red Errors in Validation Checklist Auto Add & Option/Service Packs Product Finders Banner Campaigns - How to advertise in iQuote Copy to Clipboard

Contact channelcentral for your Level 2 iQuote Training Pack

Thank You

Feedback on this Training Material?

We welcome your feedback please email:[email protected]

IQuote Sales Training HP Inc. Level 1 V2.2 December 2015.

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Transcript of IQuote Sales Training HP Inc. Level 1 V2.2 December 2015.