B2B Intelligent Quote to Order Management Solution

Our intuitive, integrated, scalable sales solution allows you to sell anywhere, anytime

In a hyper-crowded marketplace, you have roughly 60-90 minutes to go from lead to quote if you want to close a sale. To drive revenue, you need to enable your team with a quote-to-order process that enables them maximum access to customer and product data, dashboard reporting, automated communication tools and product and delivery tracking. Group FiO’s Quote-to-Order Solution empowers all stakeholders with unprecedented speed and visibility, boosting your custom experience and win ratio.

Key Benefits of Group FiO’s Quote-to-Order Solution



Identify net new quotes immediately, track at a macro level and pin point urgent quotes that require immediate attention.



Accelerate quote process & acceptance time via status dashboards, automated reminders, and intelligent suggestions.



Find and fix bottlenecks and address tale quotes before addition the vine.



Access current product and contract status updates in real-time with integrated data-driven capabilites.



Empower reps, customers & managers with preset messaging, date-tracking and ticker updates



Improve quote process management and boost customer experience by intelligently managing the touch frequency.

Group FiO’s Quote-to-Order Solution integrates seamlessly with out Intelligent Marketing Platform or any iCRM, giving you maximum control, scalability, and capability

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Multiple Levels of Support

Delivering a lead from the quote-to-order-to installation can involve multiple stakeholders and departments within your organization. GroupFiO’s solution provides one data warehouse and maximum integration capabilities. Whether it’s your CSR, accounting, management, help desk, or field service management reps, all team shaves dashboard to access and real-time intel.

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Superior Segmentation

Empower your engagement strategy by delivering personalized customer experiences through exceptional segmentation capabilities. Create target audiences and provider relevant content based on demographic, economic, purchase history, and other meaning ful behavioral data that creates brand loyalty and enriches CustomerLifetimeValue(CLV).

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Group FiO’s Quote-to-Order Management Solution helps companies sells matter by automating much of the lead-to-quote-to order process, including product selection, configuration, pricing, deal negotiation, quoting, customer communication, ordering, and management input and approvals


Maximize Marketing Campaigns

Don’t just stop at one fulfilled order. Expand your Customer Lifetime Value (CLV)by leveraging customer data to empower your marketing strategy through dripe-mails, SMSefforts, social media, personalized product & service suggestions, and other targeted marketing campaigns that communicate a brand that cares about their specific goals.

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Post-Sale Tracking & Reporting

Identify weak spots in your process and trouble-shoot pain points that might be causing you to lose sales mid-stream. Address product, supplier, or communication breakdowns and isolate mitigating external factors that are negatively affecting your revenue stream and plug holes before they become a long-term problem.

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GroupFiO’s Quote-to-Order Solution provides an enterprise-ready solution that optimizes complex selling processes for faster sales cycles, improved margins, and true customer satisfaction.