MiClient is a cloud-based proposal management solution that helps companies integrate and engage customers. Designed for the service industry, key features of the platform include access to a content repository and knowledge library, task assignment, status tracking, automated formatting and lead nurturing. The CPQ tool allows users to create business proposals from predefined templates and include components of proposed services. Service managers can use the billing tool to record initial deposits and generate recurring invoices based on project milestones or percentage of work completed. A reimbursement feature allows teams to tag photos of receipts to the client’s project and attach them to invoices to record claims. Users can aggregate leads from multiple channels and send engagement letters to potential clients online. It allows clients to accept proposals with an electronic signature and records details of multiple offers for analysis.
MICLIENT – TUTORIAL
Let’s see how to enter a new client into this CPQ software:
MICLIENT – FEATURES
- View all client responses
- Check and respond to all client queries
- Client will also receive e-mail and SMS notification for your replies
- For offline messages, you will receive an E-mail notification
- 360 degree view for summary of different proposal status with numbers, percentages and amounts
- Enables stakeholders to take important business decisions, such as; moving more drafted proposals to active, reducing number of lost proposals, timely completion of proposal status
- System generated auto reminder to clients for accepting the proposal
- Flexibility to send manual reminders also
- Auto pop-ups for logged in people to send reminders
- Multiple choice selection for sending reminders in Bulk
- Track service delivery while matching it with Proposal
- Complete delivery as per proposal’s services
- Helps to see the history of interaction and contact client from the same place
- Enables other team members to view Interaction and pick up the lead with all information
- Share documents as well as E- mail notification of the Interaction
- Standard templates used across the organisation
- Logos, branding and terms and conditions
- Wide range of customization options
- Proposal/contract visibility with both parties
- Avoid delays and manual processes of signing/ scanning and sharing the proposal
- Both the parties also have the option to save the signed proposal copies as PDF
- Customized the standard reports
- Use filters and sorting to get the desired data/format
- Ability to Adjust columns/View/Print/Save as report
- API integration with billing solutions
- Push completed proposals to billing solution automatically
- Avoid manual error of creating bills for services provided
- Reduces effort of creating bills for the clients.
Conclusion
MiClient is a CPQ solution in which project managers can view work status and track incoming payments, billable hours and receivables.
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| Usability: 9 /10 | Speed: 9 /10 | Features: 8 /10 | Support: 9.5 /10 | Pricing: 8.5 /10 |
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