IQ by WinMetrics logo

IQ by WinMetrics

by WinMetrics · Since 2002
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ActiveAvailable globallyCloud
Quick facts
VendorWinMetrics
Year launched2002
StatusActive
LocationBerkeley, USA
Countries servedGlobal
Languages6
Integrations1+
Free tierNO
Free trialNO
Contact salesYES

About IQ by WinMetrics

WinMetrics IQ is a cloud-based product configurator and sales quote application. It enables sales teams and dealers to configure complex products, generate accurate quotes, and manage pricing rules via a web-based interface.

WinMetrics IQ is a specialized product configurator and sales quote application designed for businesses with complex product lines. It allows sales representatives and dealers to configure products and generate quotes 24/7 via a web browser. The system uses XML and XSL to manage configuration rules, allowing for rapid updates to pricing and product options without significant downtime. By centralizing configuration and pricing, IQ helps organizations reduce order entry errors and improve sales productivity. The platform is built on Microsoft ASP.NET and hosted on Windows Azure, providing high reliability and scalability. While it is a powerful tool for streamlining the sales channel, it is primarily a custom-tailored solution that requires an initial implementation phase to define configuration dialogs and rules.

Pros & Cons

Pros
  • Accelerates the sales cycle by enabling 24/7 self-service quoting for dealers and reps.
  • Reduces order entry errors through consistent configuration and pricing logic.
  • Supports rapid deployment of new product pricing and configuration changes.
  • Provides a single source of truth for pricing across global distribution channels.
Cons
  • Requires an initial implementation and customization period of approximately 8 weeks.
  • Pricing is not publicly listed and requires contact with the vendor for licensing and customization costs.
  • The interface and configuration rules are managed via XML/XSL files, which may require technical oversight.

Features

Key features

Product Configuration

Allows users to specify product requirements and options through a guided interface.

Sales Quoting

Generates professional, print-worthy sales quotes in PDF format based on configured products.

Pricing Rules Engine

Manages complex pricing logic and rules to ensure consistent and accurate quote generation.

Prospect Tracking

Monitors configuration and pricing interactions to improve sales accountability.

Email Notification

Broadcasts alerts and updates to the sales channel to communicate changes effectively.

Additional features

XML-Based Rules

Uses industry-standard XML and XSL to encode configuration rules and presentation logic.

Reseller Login

Supports restricted quote visibility and channel-specific access models.

PDF Export

Provides document-style, print-worthy quote formats for easy distribution.

Online Help

Includes integrated documentation to assist users with the configuration process.

Extensible Schema

Features a flexible database schema that can be modified without interrupting service.

Azure Deployment

Runs on Windows Azure for scalable, reliable cloud-based performance.

Automated Updates

Deploys patches and updates without interrupting active user sessions.

Pricing

Free trial
Free version
Request a quote
Promo Offer

Countries & Languages

Global
Countries served
6
Interface languages
10
Billing currencies

Interface languages

EnglishSpanishFrenchGermanItalianPortuguese

Billing currencies

🇺🇸USD🇪🇺EUR🇬🇧GBP🇦🇺AUD🇨🇦CAD🇯🇵JPY🇨🇭CHF🇨🇳CNY🇷🇺RUB🇲🇽MXN

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