Quotewerks
Encyclopedia
QuoteWerks is an industry non-specific quoting/ordering software with integration to CRM
, SFA
, and accounting software
in the small, medium, and enterprise markets. QuoteWerks is developed by Aspire Technologies, Inc.
in Orlando, FL. QuoteWerks is used by over 64,000 people in over 101 countries.
Real-time licenses use a reserved concurrency model. Whenever a user on the network uses the real-time data module, a license is reserved for that user and is not released until the user exits QuoteWerks. The number of real-time licenses does not need to match the total number of QuoteWerks licenses. So, for example, in a 2-user installation of QuoteWerks with a single Real-time license, if user 1 logs into QuoteWerks and uses the Real-time pricing first, user 2 will not be able to use Real-time pricing until user 1 logs out of QuoteWerks.
Sources: http://www.quotewerks.com/pressreleases/index.asp, http://www.userschoiceawards.com/news.html, http://www.frontrange.com/Company/PressReleases.aspx?id=428
Customer relationship management
Customer relationship management is a widely implemented strategy for managing a company’s interactions with customers, clients and sales prospects. It involves using technology to organize, automate, and synchronize business processes—principally sales activities, but also those for marketing,...
, SFA
Sales force management system
Sales force management systems are information systems used in CRM marketing and management that help automate some sales and sales force management functions...
, and accounting software
Accounting software
Accounting software is application software that records and processes accounting transactions within functional modules such as accounts payable, accounts receivable, payroll, and trial balance. It functions as an accounting information system...
in the small, medium, and enterprise markets. QuoteWerks is developed by Aspire Technologies, Inc.
Aspire Technologies, Inc.
Aspire Technologies, Inc. focuses on quoting/ordering software integration with Customer relationship management, SFA, and accounting software in the small, medium, and enterprise markets. Working with customers and partners in a variety of markets, Aspire Technologies, Inc...
in Orlando, FL. QuoteWerks is used by over 64,000 people in over 101 countries.
Editions
QuoteWerks is available in three editions:- Standard Edition: Baseline product with integrations to ACT!ACT!Sage ACT! is a customer relationship management software application which is used to keep track of client and prospect details in a single database that can be shared by multiple users...
, GoldMineGoldMineGoldMine is a Customer Relationship Management software package, made by FrontRange Solutions. It is a Microsoft Windows program that manages client and prospect contact details as well as interactions with these contacts, such as calls made to and by the contact, emails sent and received and...
, Maximizer, Microsoft OutlookMicrosoft OutlookMicrosoft Outlook is a personal information manager from Microsoft, available both as a separate application as well as a part of the Microsoft Office suite...
, salesforce.comSalesforce.comSalesforce.com is an enterprise cloud computing company headquartered in San Francisco that distributes business software on a subscription basis. Salesforce.com hosts the applications off-site...
, basic SalesLogixSage GroupThe Sage Group plc , commonly known as Sage, is a global enterprise software company headquartered in Newcastle upon Tyne, United Kingdom. It is the world's third-largest supplier of enterprise resource planning software , the largest supplier to small businesses, and has 6.1 million customers...
links, SugarCRMSugarCRMSugarCRM is a software company based in Cupertino, California. They produce the web application Sugar, also known as SugarCRM, which is a customer relationship management system that is available in both open source and Commercial open source applications.Sugar's functionality includes sales-force...
, and TeleMagicTeleMagicTeleMagic is the name of the earliest known software product for personal computers designed for salespeople and entrepreneurs for the purpose of keeping track of customers and prospects. Originally, the software was sold into the telemarketing marketplace and quickly evolved into mainstream sales...
. - Professional Edition: Adds the ability to link to external product sources including any ODBC compliant data source; PC Industry links to D&H, Ingram MicroIngram MicroIngram Micro, Inc. is a Fortune 100 company and the world’s largest information technology distributor, providing sales, marketing and logistics services for the IT industry in all corners of the globe.-Overview:...
, SYNNEX, and Tech DataTech DataTech Data Corporation is a wholesale distributor of technology products. Headquartered in Clearwater, FL. Tech Data generated $24.4 billion in net sales for the fiscal year ended January 31, 2011 and is ranked 109th on the...
; Accounting links to QuickBooksQuickBooksQuickBooks is a line of business accounting software developed and marketed by Intuit.-History:Intuit was founded in 1983 by Scott Cook and Tom Proulx in Mountain View, California, USA...
and PeachtreePeachtreePeachtree may refer to:* a tree that bears fruit* Peachtree , made by DeKuyper* A corruption of "pitch tree" * Peachtree Street, the main street of Atlanta* Peachtree Accounting, business management software...
; Basic synchronization ability for Quotes. - Corporate Edition: Allows users to rehost to a SQL backend. Adds CRM integrations with Autotask, ConnectWise, MS CRM, and Advanced SalesLogix integrations including opportunity support; Product and Quote synchronization.
Database Formats
QuoteWerks databases come in two different formats:- AccessMicrosoft AccessMicrosoft Office Access, previously known as Microsoft Access, is a relational database management system from Microsoft that combines the relational Microsoft Jet Database Engine with a graphical user interface and software-development tools. It is a member of the Microsoft Office suite of...
: All three editions - SQLSQLSQL is a programming language designed for managing data in relational database management systems ....
: Only available in the Corporate Edition
Modules
- Real-time Data Module: Allows user to retrieve real-time web pricing and availability product information from Accutech, Arbitech, Bell Micro, BlueStar, D&H, Dexxxon Digital Storage, Digitek, Ingram Micro, Printer Essentials, Supercom, SYNNEX, and Tech Data. The module also allows the user to obtain product content from Open ICEcatOpen ICEcatOpen ICEcat is an Open Content project under the Open Content License in which a worldwide open catalogue is created for product information. Editors are participating manufacturers...
.
- Online Ordering Module: Allows user to place online orders with Distributors and Vendors from within QuoteWerks. Order items from a single order or combine items from multiple QuoteWerks orders into a single D&H, Ingram Micro, SYNNEX, or Tech Data order. This module is now included with the real-time module.
- QuoteWerks Etilize Content Subscription: The QuoteWerks Etilize Content Subscription enables users in the IT industry to create content rich documents and more. This module requires the Real-time Data Module. This module can be used with all editions of QuoteWerks.
- QuoteValet: In 2010, QuoteWerks made available the online quote delivery and acceptance vehicle for QuoteWerks; QuoteValet.
Licensing
QuoteWerks utilizes a concurrent licensing system. With concurrent licensing, you can have an effectively unlimited number of users, though only X-number of people can actually log on at a given time (X being the number of licenses/seats).Real-time licenses use a reserved concurrency model. Whenever a user on the network uses the real-time data module, a license is reserved for that user and is not released until the user exits QuoteWerks. The number of real-time licenses does not need to match the total number of QuoteWerks licenses. So, for example, in a 2-user installation of QuoteWerks with a single Real-time license, if user 1 logs into QuoteWerks and uses the Real-time pricing first, user 2 will not be able to use Real-time pricing until user 1 logs out of QuoteWerks.
Resellers
QuoteWerks distributes through its reseller channel and is sold direct. QuoteWerks is used in many countries around the world - the US, Canada, UK and Australia are large markets.Awards & Certifications
- 2002 - Wins FrontRange Solutions 2002 Global Developer of the Year for QuoteWerks, named a "Best-in-Class" winner in The Fourth Annual Users Choice Awards
- 2003 - Winner in The Fifth Annual Users Choice Awards Presented by CRMAdvocate
- 2003 - Wins FrontRange SolutionsFrontRange SolutionsFrontRange Solutions Inc. is a midrange developer of CRM, Communication management and IT Service Management software with worldwide headquarters in Pleasanton, CA.-History:...
2003 Platinum Award for Best Integration to GoldMineGoldMineGoldMine is a Customer Relationship Management software package, made by FrontRange Solutions. It is a Microsoft Windows program that manages client and prospect contact details as well as interactions with these contacts, such as calls made to and by the contact, emails sent and received and... - 2004 - Named Winner in The Sixth Annual Users Choice Awards
- 2006 - Earns Certified Partner status in MicrosoftMicrosoftMicrosoft Corporation is an American public multinational corporation headquartered in Redmond, Washington, USA that develops, manufactures, licenses, and supports a wide range of products and services predominantly related to computing through its various product divisions...
Partner Program - 2008 - Earns Gold Certified Partner status in Microsoft Partner Program; Achieves Gold Partner status with Sage Software
Sources: http://www.quotewerks.com/pressreleases/index.asp, http://www.userschoiceawards.com/news.html, http://www.frontrange.com/Company/PressReleases.aspx?id=428
Product Integrations
- ACT!ACT!Sage ACT! is a customer relationship management software application which is used to keep track of client and prospect details in a single database that can be shared by multiple users...
- Autotask
- ConnectWise
- GoldMineGoldMineGoldMine is a Customer Relationship Management software package, made by FrontRange Solutions. It is a Microsoft Windows program that manages client and prospect contact details as well as interactions with these contacts, such as calls made to and by the contact, emails sent and received and...
- Maximizer
- MS CRM
- Microsoft OutlookMicrosoft OutlookMicrosoft Outlook is a personal information manager from Microsoft, available both as a separate application as well as a part of the Microsoft Office suite...
- PeachtreePeachtree AccountingPeachtree Accounting is business management software published by Sage Software and sold primarily in the United States. There have been several generations of software sold under the Peachtree Accounting name....
- QuickBooksQuickBooksQuickBooks is a line of business accounting software developed and marketed by Intuit.-History:Intuit was founded in 1983 by Scott Cook and Tom Proulx in Mountain View, California, USA...
- Sage Instant Accounts
- Sage 50 Accounts
- Sage 200 Financials and Commercials
- Sage MAS 90 & 200
- salesforce.comSalesforce.comSalesforce.com is an enterprise cloud computing company headquartered in San Francisco that distributes business software on a subscription basis. Salesforce.com hosts the applications off-site...
- SalesLogixSage GroupThe Sage Group plc , commonly known as Sage, is a global enterprise software company headquartered in Newcastle upon Tyne, United Kingdom. It is the world's third-largest supplier of enterprise resource planning software , the largest supplier to small businesses, and has 6.1 million customers...
- Shopping cart softwareShopping cart softwareShopping cart software is software used in e-commerce to assist people making purchases online, analogous to the American English term 'shopping cart'...
- SugarCRMSugarCRMSugarCRM is a software company based in Cupertino, California. They produce the web application Sugar, also known as SugarCRM, which is a customer relationship management system that is available in both open source and Commercial open source applications.Sugar's functionality includes sales-force...
- TeleMagicTeleMagicTeleMagic is the name of the earliest known software product for personal computers designed for salespeople and entrepreneurs for the purpose of keeping track of customers and prospects. Originally, the software was sold into the telemarketing marketplace and quickly evolved into mainstream sales...