Within the Options and Bundles section of iQuote, give the rep the ability to add Standard Jobs to the quote.
michael groseclos
| How often would this idea be used? | Daily |
| How much time would you save when the idea is implemented? | It would save hours of work |
| How many people at your company would benefit from this idea? | Everyone |
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What problem is your idea trying to solve?
We cannot use Options and Bundles for anything that requires labour to include on a machine. |
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ANZ dealer attachment conference led by Cat, uncovered that all dealers are managing options and bundles outside iQuote in manual spreadsheets creating duplication, potential for errors and significant administration to create and maintain such lists, and all to meet Cat 'suggestive sell' on customer quote KPI's. The ability to add standard jobs to options and bundles would allow most dealers to eliminate this admin duplication and meet Cat requirements within iQuote as an attachment could be bundled with the appropriate labour (std job) to assemble, test etc. This ensures maximum confidence to promote suggestive sell options and bundles from within iQuote. It also would allow dealers to easily option other upgrades such as window tint, seat cover etc. which exist as std jobs so as to avoid building them in quotes and creating 'sticker shock' at quote stage. This is a significant quick win for functionality for dealers and to meet Cat expectations and prevent dealers looking outside Texada for solutions.