ITAQUOD CRM

An Innovative Structured CRM Solution

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Structured CRM is the next generation of CRM
Includes all that was good with CRM with innovation to address all that is not.


We are not just another CRM System.
ItaQuod is simply the BEST CRM System


Because every innovative feature was designed for SPEED & the Quality of the Data Captured.


Value to anyone starts with quality data but no one will
enter it, look for it, use it or benefit from it if it takes
forever to use or if the data is not useful.

KEY FEATURES

ItaQuod’s software is a subscription-based software-as-a-service offering which means that all you need is a subscription to ItaQuod and the ability to get on the internet in order to use it. We also offer mobile applications for iPhone and Android that work in concert with the online application for those on the move.

What makes ItaQuod different from any other CRM software? Features of ItaQuod have been designed to bring value to your users and are organized into one of four groups; Traditional CRM, Consistent Data Structure, Speed & Other.

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TRADITIONAL CRM FEATURES:

An innovative approach to maintaining descriptive information about
Accounts, Contacts, Leads, Opportunities and Activities, as well as their relationships with each other.

ACCOUNT MANAGEMENT

ItaQuod enables an incredibly user-friendly approach to comprehensive account management that enables account information to be easily captured and maintained that describe and categorize the organization and the status of your relationship with it.

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CONTACT MANAGEMENT

“Contacts” are people that your organization is either interacting with on a daily basis or are targeting in an attempt to establish a relationship, and may include customers, prospective customers, partners, prospective partners, etc.

LEAD MANAGEMENT

“Leads” are people working for another company, where employee(s) of your organization are attempting to contact them and generate interest in your solutions so that they can ultimately be converted to one of your customers. Leads may or may not be interested or capable of purchasing your solutions.

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OPPORTUNITY MANAGEMENT

“Opportunities” represent a prospective customer opportunity where members of your organization are attempting to sell a specified configuration of products and services, at a specified amount, to a single buyer or team of buyers employed by another organization.

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ACTIVITY MANAGEMENT

Within ItaQuod, activities can be captured in any one of a number of places and then seen in context throughout the ItaQuod software. For example, a completed activity can be captured in the Activity screen, but would also be visible on the Account Detail, Contact Detail, Lead Detail and/or Opportunity Detail screens within the “Related Activities” section.

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CONSISTENT DATA CAPTURE FEATURES:

Value of CRM to any role in an organization starts and ends with compelling information that
is consistently captured and stored (located) within the software.

IQ SKELETON

Is the name of the ITAQUOD acronym viewed within the details of a LEAD or Opportunity being worked by someone on your team.

Just as the body needs a skeleton to provide structure in order for it to function and move forward, an organization needs structure within its CRM for the same purpose.

The IQ Skeleton provides a dynamic, framework for what, how and where information should be gathered…while at same time visually showing a real-time status of completeness representing what information has or has not been captured.

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When selecting each letter of the IQ Skeleton, users are:
a. Shown new fields that require data capture,
b. Presented the fields where specific data that is captured should be stored, and
c. Given the option to view the Guidance questions available to help them ask the questions necessary to gather the required information for that part of ITAQUOD.

Each letter of the ITAQUOD acronym is intended to capture a different key aspect of the information needed to understand in order to convert a lead to an opportunity or move an opportunity towards closure.


Identify – Business drivers, motivations and solution requirements.

GUIDANCE QUESTIONS

At ItaQuod, we believe that CRM software, and best practices for selling, should be fully integrated. We believe that innovative CRM software, that embeds a structure for crystallizing what information to capture, provides guidance on how to capture it and clarity on where it should be captured, is the only way to dramatically improve the return associated to the billions of dollars that are being spent on both CRM software & Sales Training each year.

Embedding a data structure within CRM software allows best practice concepts that have been taught, to not only be retained, but reinforced, and most importantly, put to use. Every time a salesperson logs into what we refer to as Structured CRM software, “training” occurs, until ultimately, the concepts simply become a part of the fabric of the sales person.

Providing this structure to ensure consistent, relevant data capture by all sales team members, and marrying these best practices with an innovative CRM software solution that speeds the capture of information, the consumption of information and the collaboration on information, is the best way to get the most out of your sales team, your sales training…and certainly your CRM software investment.

Results show that when training is continuous, average net sales revenue productivity is 50% greater per sales rep. Just imagine the productively improvements if a user had key concepts reinforced to them every day when they log into, and with every use of the CRM software. Not only will productivity to go up further, but the frequency with which sales reps need to get refresher training, and the associated spend, is reduced dramatically.

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One of the challenges of many organizations is getting sales reps to understand and consistently gather the most compelling information needed to either develop a lead into an opportunity or turn an opportunity into a customer.

Often, sales reps are trained on best practices but quickly forget the key aspects of the training and never refer to training documentation. The net result is that there is a broad spectrum of capabilities across the sales team.

ItaQuod Guidance questions, are available to all users immediately and provide best practice questions, embedded within the Structured CRM software, for reference when a user is attempting to gather specific key information about business drivers, competition, buying process, etc. related to a lead or opportunity

In addition to the out-of-the box Guidance Questions available, users of ItaQuod are able to easily customize and create their own preferred set of questions that will be visible to each user when inside of the ItaQuod software. If a user is on the Alternatives page, where competitive information is to be gathered, users have visibility to specific Guidance questions to assist in capturing that information. If a user is on the Identify Business Drivers screen, they have visibility to the questions to ask in order to gather the information needed on that screen.

If a user does not need the Guidance Questions, they are easily hidden and only visible if the user chooses to make them visible.




SPEED FEATURES

Along with ItaQuod’s data structure, comes over twelve Structure Aware Features, saving users up to 80% of the time it takes to
CAPTURE, CONSUME and COLLABORATE on information in a way that all team members can be most effective in their role.

SPEED TO CAPTURE


Save time with data entry. IQ Talk offers the option to talk to ItaQuod instead of typing, for capturing notes, sending messages or capturing key lead and opportunity information.

IQ Talk is 60% faster than data entry by typing so if you don’t like typing or would rather use your time for selling, then talk instead of type.

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Whether sitting at your desk at your office, your desk at your hotel, in your car or in an airport, you may want to get data into ItaQuod without typing. Depending upon your typing skills…it may be way faster and incredibly convenient.

Most people type between 10-60 words per minute, but everyone can speak at 200-300 words per minute. Type a little. Type a lot. Don’t type at all.

By simply clicking on any visible microphones within text fields of ItaQuod, you simply talk into your computer when using the online application, or talk into your mobile device when using the mobile app, and you will see your words instantaneously captured within the appropriate fields.

SPEED TO CONSUME



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ONE-CLICK: For Accounts, Contacts, Leads & Opportunities.

Throughout ItaQuod, there are “One-Click” Preview links that enable all of the information that has been captured about or related to a given object, to be viewed with one simple click. This makes it incredibly easy and fast to consume all of the known information describing a Contact, Account, Lead or Opportunity without having to click through multiple tabs or screens to build a complete picture of what is known to date.

LIST-360

The easiest most powerful way to create an unlimited number of meaningful, filtered lists (tabs), each organizing your accounts, contacts, leads, opportunities or activities by a different useful perspective such as company size, industry, location, type of company, owner, type, etc. or some combination thereof.

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GEO-360

Is the feature name for the easiest most powerful way to take each list of objects such as Accounts, Contacts, Leads, Opportunities or Activities and see them dynamically displayed on a map.

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SALES TIMELINE

The Sales Timeline enables sales and sales management to validate or question sales cycle success and timing forecasts, and to determine strengths or weakness of a particular sales rep in their ability to efficiently move through each stage of a sales cycle and to forecast business.

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SPEED TO COLLABORATE


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IQ CPR: (Constant Pipeline Review)

Is a feature that represents the most efficient way a sales manager and sales rep can collaborate on a leads, opportunities, accounts or contact activity within a pipeline. Just like CPR breathes life into a person, IQ Constant Pipeline Review, or CPR for short, will breathe life into your sales team exchanges.

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IQ WORKFLOW

Analyzing a pipeline…revenue size, number of opportunities, coverage multiple against quota, opportunities created, is only of value if the opportunities in your pipeline are actually opportunities.

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IQ MESSAGING

Messages can be sent between users within the ItaQuod system or they can be generated automatically by the IQ system based upon notification settings each user can configure as needed.

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INCENT

Quality, Consistent Data Capture

IQ RATINGS

Timely feedback is key to establishing an understanding of what information is valued by the organization and establishing a culture of capturing quality go-to-market information. When sales opportunities reach stages of finality (won, lost, dead), those assigned rating privileges are notified and sent a link that once clicked, will bring them to the opportunity so that it can be rated.

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IQ SCORE

Revenue alone is not enough to enable a sales manager or company to assess the quality of work and value received from a sales representative. Another key consideration is whether each representative is gathering the information requested by the company, and if so, whether the quality of that information is serving the needs of others…who are depending upon the quality of that information to perform any number of roles.

IQ LEADERBOARDS

Organizations should value work ethic, revenue, and the capture of relevant information needed to both close deals and provide feedback to others that need an updated understanding of what is going on out there.

IQ Leaderboards allow you to; INCENT-MEASURE-REWARD

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OTHER KEY FEATURES


MOBILE APP

ItaQuod offers users the option of using a mobile application in combination with the online application. The ItaQuod mobile app was developed natively for the iOS and Android platforms. Users of the ItaQuod mobile app will find the look and the feel of the mobile app to be familiar and consistent with that of the online application.

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ADMINISTRATION

ItaQuod did not forget the Admin and their interest to be able to easily manage the configuration and user experience for each user within the system. As a result the Admin console was designed to make initial configuration and ongoing management, simple but powerful.

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INTEGRATION / API

Integration to / from ItaQuod is available in one of three ways:

1. Pre-Built Integration. ItaQuod has developed direct integration between Salesforce.com for organizations that either want to migrate information from Salesforce to ItaQuod, or for those organizations that want to use ItaQuod for their lead and opportunity development cycles while continuing to use Salesforce for their Customer Support.

2. CSV imports and exports. Importing data into ItaQuod can easily be accomplished by utilizing the csv import functionality. Easy to use import and export templates are available to enable information related to accounts, contacts, leads, opportunities, users, products, and activities to get into and out of the ItaQuod system.

3. ItaQuod API (Application Programming Interface). There is a well-developed and documented open REST API UI that can be accessed and used to build direct integrations, enabling the push and pull of data to and from our system to and from others that you or your client may utilize.


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NOTIFICATIONS

Notifications is a feature within the ItaQuod system that enables you to be made aware of, or notified, when activity or a lack of activity has occurred within the system that is of particular interest to you or when there is something that you need to take action on.

DAILY DASHBOARD

Grab your coffee or morning beverage of choice and settle in for the day. Be inspired. See what has transpired. See where you left off. See what lies ahead.

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What the market has been waiting for… STRUCTURED CRM

ItaQuod – innovative software, fully integrated with a simple but powerful methodology, helping organizations to drive revenue now and into the future.

REMEMBER THE SCREECHING SOUND AND LOAD TIMES FOR THE ORIGINAL INTERNET DIAL UP?

WHEN EVERYTHING ELSE IN LIFE IS SIMPLER…ISN’T 24 YEARS ENOUGH?

SCHEDULE A DEMO