Symptom / Need

Are you a business partner or part of the sales team and need to project service rates, calculate telephone traffic costs per minute, estimate implementation costs for different products, and independently structure detailed economic proposals?

Context / Scenarios

The Partner Portal includes the AutoQuotator , a key sales tool for projecting and managing the finances of new business. This feature is located in the middle section of the left-hand menu of the interface. Selecting it automatically redirects you to a complementary platform specifically designed for sales teams.

Access Requirements: Sales executives have separate access credentials and users to securely log in and operate within this module.

Answer / Solution

The Auto-Quotation Tool allows the sales force to carry out all pre-sales and commercial design of projects in a 100% autonomous way through four centralized financial management actions:

Step 1: Real-time price inquiry

1. Once inside the complementary quoting platform, browse through the service catalog.
2. View the current and updated price list instantly.
3. The system will display both list prices and final market prices . (retail).

Step 2: Generating Quotes

Structure, execute, and download detailed economic proposals to deliver them directly to end customers.

Step 3: Rate Evaluation

It verifies in a granular manner the per-minute costs of telephone traffic and estimates the costs associated with the implementation of different products.

Step 4: Financial monitoring

You can use this module to keep detailed track of the costs of services that are currently in the planning or active implementation phase.

Module benefits

• Total autonomy: Allows the sales force to consult price lists and set up customized quotes without needing to rely on a direct Wolkvox sales representative.
• Commercial agility: Ensures faster responses to the end customer, as all financial and cost information on the platform is available in a couple of clicks and in a centralized manner.

Recommendations

• ⚠️ Sales Agility: It is recommended to train your entire pre-sales team in the use of the AutoQuotator . By centralizing all financial information in just a couple of clicks, you drastically reduce customer wait times, accelerating the closing and contract signing processes.
• Ensure proper management of the credentials of your independent sales executives; upon departure or staff turnover, immediately deactivate their access from the portal to safeguard trade secrets and corporate rates.