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1 Level
750 Review
26 Karma

Review on NEO iQ - intelligent quotation management for insurance companies by Jeremy Floyd

Revainrating 4 out of 5

Great tool if looking forward in managing your quotation workflow

What the software does: It can be used for quoting and management of quotations. It helps to automate and streamline the quoting process and make the whole process more efficient. It does have the ability to integrate with SAP CRM and SAP Sales Cloud. What can be improved: It can be improved to have more functionalities. It can be used to automate and streamline the process of quoting. It makes the whole process more efficient and saves a lot of the time. It has the ability to integrate with SAP CRM and SAP Sales Cloud. The ability of tracking quotes is great, it's very easy to use!The customer support team is always ready to help you out whenever needed. I think that there should be an option to create my own fields/tags so I could personalize them according to me. This app helps us to manage our quote life cycle by keeping all information organized within one place. We are able to keep track of each step we go through during the quoting stage.

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Pros
  • Great automation options
  • Ability increase when using in conjunctionwithSAPCRMandSalesCloud
  • Can sync data from SFDC database directly into NeoIQ via OData web services interface.
  • Easy integration capabilities (API) if other modules were required like salesforce or ERP system etc