Icaal. Online Quoting Engine. Provided by. Internet Consultants & Associates Ltd. All you need to know... Internetconsultants.

Transcription

1 Icaal Online Quoting Engine Provided by Internet Consultants All you need to know... Internetconsultants Tel:

2 Contents Introduction ///// Page 1 Getting An Engine ///// Page 2 Benefits of the Quoting Engine ///// Page 3 Automated s ///// Page 4 Coverage Areas ///// Page 5 Application Form ///// Page 6 How The Engine Works ///// Page 7 Dashboard ///// Page 16 How Do I Deal With A Lead? ///// Page 20 Guideline Script ///// Page 21

3 Introduction What is the Quoting Engine? The Quoting Engine is an online tool that allows you and your customers to create detailed double glazing and conservatory quotes on your website. The Quoting Engine offers many benefits. This guide will help you understand how the Quoting Engine works, the many practical applications it has and how it will benefit your business in various ways including: enhancing your website, reaching new customers and improving your conversions. The Quoting Engine is quick and easy to use and offers detailed quotation information that surpasses any other system currently available in the marketplace. Why Choose Us? We are an industry leading Internet Consultancy with many years experience and an in-depth knowledge of the double glazing industry. Our pioneering software is fast revolutionising the way double glazing is marketed online. We have worked with companies both large and small and have provided many innovative online solutions for systems manufacturers, profile extruders, fabricators, wholesalers, retailers and installers. Our team comprises Internet Specialists with a broad range of skill-sets and core competences including; Internet Marketing, Online Strategy and Consultancy, E-Marketing, Search Engine Optimisation (SEO), Web and Graphic Design and Technical Programming. 1

4 Getting An Engine How Do I Get A Quoting Engine? We provide the only I-Framed Quoting Engine which is embedded into your existing website rather than directing you away to a secondary site. This way, customers will have a seamless experience when creating a quote on your website which in turn builds trust between the customer and your company. To order your quoting Engine please request an application form by calling: Please complete the form and send it back to info@icaal.co.uk. We will then contact you to discuss your requirements in further detail. 2

5 Benefits of the Quoting Engine How Can the Quoting Engine Work for Me? The Quoting Engine is a multi-purpose tool. When you have the Quoting Engine I-Framed into your website you will benefit from the following advantages: Customers Can Create Instant Online Quotes The fact that your customers have instant online access to prices builds trust and encourages them to engage with your company. The reason the Quoting Engine successfully engages the customer is because it works as a trade off between you and them. They want something from you (an online price) and in order to get it they have to give you something in return (their contact details). You have instilled confidence in the customer in that they are going to get what they want as the quote building process is detailed and specific. We have found that a high proportion of users are willing to leave their details because of this, allowing you to get in touch with them and arrange an appointment. Visitors Will Spend Longer on Your Website When a customer creates a quote on your website they will have to navigate through several pages and therefore spend more time on your site. This is a very positive sign, particularly for Google, especially if you are looking to organically increase your website s search engine ranking. See Customer Quotations in Real Time When you have the Quoting Engine i-framed within your website we will provide you with a reporting dashboard that allows you to view customer quotations as soon as they are created. This way you can respond to customers quickly and efficiently with accurate information about their requirements. Respond to Your Customers Automatically Once a customer has completed their quote they will automatically be sent an from your company containing your own unique marketing message alongside a link to access their online quote. Compatible with all Platforms The Quoting Engine is compatible with PC, Laptop, Pad and Smart-Phones so it is fully functional whatever device you or your customers use. In-Branch Quoting Tool You can show customers quotes in an instant when they visit your showroom. Quoting Tool for Reps When your reps are on the road they can create quotes with ease in a customer s home. It also enables them to display a wide range of products as the Quoting Engine contains a multitude of styles, designs and product options without the need to transport heavy product samples. 3

6 Automated s Automated Customer s Once a customer creates a quote on your website they will instantly receive an automatically generated . This can contain any message you like (you may have a particular promotion you are running or you may offer a product you specialise in). When you fill in your Quoting Engine application form there is a section to fill in which will be the message that is contained in your automated . Please see the example below of how an automated might look: 84

7 Coverage Areas Postcode Coverage Areas You can choose the exact postcode areas you wish your Quoting Engine to cover. This can be as many or as few postcode areas as you wish so that you can be certain of communicating with your target market whilst not attracting areas which you are unable to logistically cover. Setting the Quote Price Once you have decided upon the postcode areas you wish to cover you will need to decide upon the price multiplier you use for each postcode area. We will show you sample prices for several multipliers until we find a multiplier that best reflects your pricing. Please note, we can set a different multiplier for each individual postcode stem if necessary (e.g. SW1, SW2, SW3 etc) but we cannot set a different multiplier for different products

8 Application Form Filling In The Application Form The application form contains vital information about your company which we will need to accurately specify your Quoting Engine for your company. Your dashboard allows you to access your customer s quotes and see their information so it is important that this form is filled in accurately. 1. Request an application form on freephone: Fill in the form and it back to us 3. A member of our team will be in touch shortly Each field of the form helps us build a bespoke dashboard for you. One of the great features of the Quoting Engine is the automated . This can be tailored to display any message you want. 6

9 How The Engine Works Start My Quote Make It Clear & Easy Our research clearly shows that the link to the online Quoting Engine must be prominent and easily accessible throughout the website in order for consumers to know exactly how and where to get an instant online quote. Consequently, we strongly advise as many of these Start My Quote links as possible to appear boldly throughout the website. There is little point in having such a powerful tool if people don t know how or where to access it. Example Link In Your Website The image above is an example of how our Start My Quote link might appear in your company website. We provide the graphic design of the Start My Quote banner image in line with your company brand and website theme in order for it to seamlessly integrate within your existing website. 7

10 How The Engine Works Your Website The above image shows how the Quoting Engine will appear once I-Framed within your website. The customer will be directed to this page once they have clicked one of the Start My Quote links on another page of your website. Your Quoting Engine They have three clear options at the start of the quote process; start a window quote, start a door quote, or start a conservatory quote. Once they click one of the Start My Quote buttons the quote process will start with the relevant product. The customer will have the option to easily add as many products as they want which are added to the quote one by one. 8

11 How The Engine Works Check Postcode: Set the Right Price During the quote process the customer will be presented with this postcode intercept page. This information is important as not only will it allow you to ascertain whereabouts in the country the customer is based it can also determine the prices that are displayed at the end of the quote. Our system allows you to allocate different pricing to different postcode areas by the use of a multiplier. This multiplier determines the prices that are displayed within each postcode area when a customer creates a quote. For example you can allocate a different multiplier to the postcode region SW1 than the postcode region SW2 should you so wish. This way you have control over your pricing in different areas of the country should you need to take into consideration factors such as fuel costs, congestion charges, toll roads etc. It is important to note that the mutiplier applies to all products quoted. 9

12 How The Engine Works Select Window Options The first page provides consumers with their window options including: - Frame Colour - Handle Colour - Locking Systems - Window Energy Rating (WER) Huge Selection of Styles We have compiled a comprehensive list of the most common window styles in this easy to use window style selection page. This results in 1000 s of different pricing possiblities from a broad range of styles. Consumers can add more windows later and thereby receive quotes on a multitude of different styles. 108

13 How The Engine Works Enter Sizes At this stage the consumer can enter their exact sizes in either centimetres, millimetres or inches. Should the consumer enter a size which is not possible to manufacture, our system will automatically indicate this is the case and provide guidelines as to what sizes are possible for the particular window style selected. We also ask for the room location to know whether or not to automatically add a Fire Egress hinge due to building regulations. Obtain Consumer Details This page in the quote process is designed to obtain contact details from your customers. This will allow you to contact the customer once they have their quote in order to confirm their requirements and book an appointment to see them. Our unique Quoting Engine also allows for a range of glass options to be quoted including: toughened clear, clear standard, obscure toughened or obscure clear. 118

14 How The Engine Works Your Unique Price The Quoting Engine produces a unique quote which includes: -FENSA/CERTASS Certificate - Technical Survey - Installation - Warranty - VAT You can also add any other relevant messages under the price. 7, Build A Larger Quote: Add More Products Consumers can continue to build their online quote by adding extra windows, doors and conservatories. 128

15 How The Engine Works Create A Door Quote Consumers can choose from a wide range of doors including: - Entrance Doors - Composite Doors - French Doors - Patio Doors - Bi-Fold Doors Door Styles Consumers can choose to quote from over 1000 different door types, styles and colour options. 138

16 How The Engine Works Create A Conservatory Quote Consumers can choose to create a quote from a selection of conservatory styles: - Edwardian - Gable Fronted - Lean-To - Victorian Conservatory Styles Once the consumer has selected a style they will then choose further options in order to tailor their quote. These options include: - Standard Fully Glazed - Large Fully Glazed - Standard Dwarf Wall - Large Dwarf Wall - P-Shaped 148

17 How The Engine Works Conservatory Measurements The next step is for the consumer to enter their measurements for the conservatory (width and projection). They can enter these in centimetres, millimetres, meters, feed or inches. If the consumer enters measurements that are not possible to manufacture the system will automatically highlight this and provide them with a message that indicates the minimum and maximum sizes available. Roof Specification The consumer can choose the type of roof they would like for their new conservatory by selecting from a drop-down menu. The options available are as follows: - Glass Activ Blue (SC) - Glass Activ Neutral (SC) - Glass Standard Clear - PolyCarb 35mm (Bronze/Clear/Opal) Installation Service Here the consumer chooses between Survey & Installation Only or Full Build. The system will then calculate their quote depending on whether they need basework carried out or just the glazed frames and roof. It will also specify what is and is not included in the price. 158

18 Dashboard Retrieve Customer Quotes in the Dashboard Once a customer has created a quote online their details will be automatically and instantly stored within your reporting dashboard. You will be provided with a unique Dealer ID and a Password (which you can customise) which will enable you to securely log in to your reporting dashboard and retrieve quotes in real time 24/7, via Pad, PC, Laptop or Mobile. Login to Your Dashboard The image above shows the dashboard login page. You will need to enter your unique Dealer ID and Password here to log in. The dashboard login is accessible via PC, Laptop, Pad or Mobile so you can log in from anywhere at any time. 168

19 Dashboard View Quotes All quotes can be accessed and viewed at anytime in further detail in order for you to know all of the facts before contacting the consumer. Dealer Name Historic Data You can access historic data by choosing the date you wish to view from the drop-down menu. This way you can always go back and check a customer s details at a later date. The online dashboard has unlimited data storage so you never need to worry about losing important customer details. 178

20 Dashboard Quote Database The image below is an example of how your reporting dashboard displays quote data by date. The days are listed in date order with the most recent day at the top of the list. Quotes Created on a Specific Day To access customer information for quotes made on a specific day you can drill down further into the reporting dashboard by clicking the VIEW link. John Smith 18

21 Dashboard 20th Jan 2013 John Smith Southampton (SO519DB) Viewing Full Quote Details Once you have selected a specific day you can now view detailed information for each quote created on your website. The above image shows how customer quote information will be displayed in your reporting dashboard. You can use this information to contact the customer. 198

22 How Do I Deal With A Lead How Do I Deal With An Internet Enquiry? It may sound daft, but internet enquiries need to be handled in a slightly different manner to traditional phone or door canvassed customers. The great thing about an internet enquiry is that the customer has actively opted to engage with you. They already know who you are and what you do and as such are a warm prospect for you to call. How Do I Introduce Myself to a Customer? The customer should have left both and telephone details when they created their quote on your website. The best thing to do is phone them as they have already received an automatically generated from you and calling them is a more direct way of contacting them. The best way to break the ice with the customer is to briefly mention when they went online to create a quote and the items which they have quoted for. This will quickly remind the customer and establish you as a legitimate caller rather than a cold-calling salesperson. What Else Should I Say? It is a good idea to discuss the products they have quoted for online and perhaps suggest further options. It is important to stress that the quote they have received online is a guide price only and the best way for them to get an exact price is for you to pop out, check their measurements, show them a product sample and leave them with the very best deal for the items they require. When Should I Do This? With internet enquiries a strike while the iron is hot mentality is best adopted. The Quoting Engine allows you to see quotes as soon as they have been created so it is best to contact the customer as soon as possible. If they have just created a quote online then they are thinking about double glazing at that moment. They are most likely available as they have taken the time to create the quote. If you are able to contact the customer immediately you will have the best opportunity to book an appointment and will also potentially be the first double glazing company they have had contact with. The early bird catches the worm as they say. 208

23 How Do I Deal With A Lead Guideline Script When you ring the customer after they have created a quote on your website your main objective is to book an appointment to see them. Below is a guideline script to help you convert your quote into a lead: Guidline Script Good morning / afternoon Customer Name, It s Your Name calling you back from Your Company. I see from our records you recently raised a quote on our website for Products Quoted For. That s great. I hope you found getting a quote online quick and easy. The price you have received online is a good indication of how much your Product should cost however in order to leave you with an exact price we would need to arrange a convenient time to pop out, check your measurements, show you our product and leave you with our very best price. When would be the best time to catch you, would it be mornings, afternoons or evenings? Ok and which day would be best for you? Suggest a Choice of Convenient Days. Just to confirm, your address and contact details are Confirm Details. Is this a property you own or is it rented? Thank you for your time, we look forward to seeing you on Confirm Date and Time. Goodbye. 218

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