Auto RFQ
Experience 10x faster RFQ creation - powered by AI.
Win more, shorten sales cycles, match items and take complex quote creation from days to minutes.
Here is what you can expect when partnering with SETVI:
0x
Faster RFQ creation
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Less time to look-up products
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Increase of cross-sell items
Shorten Sales Cycles With Quote Generation Speed and Accuracy
Eliminate Days of Manual Work
From simple requests to hundreds of line item quotes, SETVI Auto RFQ automatically matches items from an imported document, adds your branding, and auto-fills customers' details to a quote so you can transform a manual process from taking days to minutes.
Accelerate Your Quote Process With Multiple Document Intake
Eliminate document import, manual formatting or file type headaches. SETVI Auto RFQ creates a quote while automatically matching items on PDF, Pictures, Word, or Excel so your sales team can focus on what matters most.
A National Account Competitive Advantage
More Than Item Matching, Respond To Win
Auto RFQ enhances product descriptions and adds use cases while matching and offering item alternatives. Move past product search roadblocks and enable National Accounts to instantly create a quote with an exact item match and good, better, and best alternatives with no added work.
Fine Tune Quotes With One Click
Empower your National Accounts team to quickly adapt and customize a quote with one click. All item matches offer alternatives aligned with strategic needs or goals, such as margin guardrails, pricing rules, preferred vendors, and private-label alternatives.
Upsell, Cross-Sell & Bundle Using Quotes
Maximize Selling Opportunities
Use machine learning to set product rules to define what items are compatible for upselling, cross-selling, and bundling for each customer. Automated product add-on prompts make increasing order value easy, with alerts for reordering and associated items.
Increase Average Order Value
Offer insight into potential upsell, cross-sell, and bundling opportunities for your representatives. This guided selling approach uses machine learning and considers purchase history, pricing, and availability factors to help sales reps efficiently and effectively increase average order value.
Live Pricing and Inventory
Always Accurate Dynamic Pricing
Access the most up-to-date pricing information, allowing your sales team to provide competitive quotes that reflect the latest market conditions.
Inventory Management
Ensure product availability and prevent stock and fulfillment issues with real-time inventory tracking, integrated directly into the quoting process.
Private Label, Vendor and Brand Prioritization
Strategic Product Promotion With AI
Leverage AI to subtly prioritize private label products in search and recommendations when they match customer-specific criteria. SETVI understands your product, brand, white label, and vendor prioritization strategy. Our platform can actively suggest options for higher conversions and margins for each quote being created.
Intelligence Driven Margin Increase and Protection
Our AI model understands who the quote is being created for and takes into account order history and buying behavior - while also considering your margin guardrails and financial goals. This combined view ensures product recommendations are both strategic and commercially aligned.
Streamline Workflow With
Seamless Integrations
Distribution and Manufacturing Leaders Found On SETVI
FAQs
No, even though we are fully integrated with your CRM and ERP we sit in between both - using data from both sources and centralizing the input of information for your sales teams.
In short, that we have developed industry-specific AI models for each key stage of the Distribution and Manufacturing Sales Cycles, considering logic and data analytics that only industry expertise and know-how can bring.
For a complete overview, take a look at our blog post "Revenue Enablement Vs. Sales Enablement". In summary, Sales Enablement is focused on providing a tool to facilitate your customer-facing roles while SETVI Revenue Enablement platform is an End-to-End solution that touches Sales, Quotes, Ordering, Pricing, and Marketing.
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