Quotation engine interface with BOM linkage and visit notes

Falco SaaS - OPS?

Smart OPS | Strong Outcomes?

Falco OPS - Customer Engagement - CEM

Accurate Proposals, Deeper Visits, Intelligent CRM?

Move beyond spreadsheets and generic CRMs. Falco CEM enables building highly accurate quotations, track funnels, -- all in one integrated system?

What�s Broken Today?

  • Sales Teams quoting wrong or outdated BOMs?
  • Wrong quotation BOMs causing serious bottlenecks in engineering and production??
  • Visit Reports and actions lost in excel. Broken feedback from field to Engineering?
falco-CEM
falco-CEM

What Falco CEM Delivers

  • From Customer Requirement Capture to accurate BOM and Cost to Quotation?
  • Dedicated workflow to create quotation for Non-Standard requirements
  • Integrate Visit Action Plans, Product Information and Market Intelligence

Core Capabilities

Proposal Engine
  • Pull accurate BOM to match customer requirements
  • Build Quote - Payment Terms
  • Build and Track Non-Std requests
  • Complete visibility of Quote Funnel?
  • Mobile Support to track and approve??
CRM & Visit Reporting
  • Pull accurate BOM to match customer requirements
  • Build Quote - Payment Terms
  • Build and Track Non-Std requests?
  • Complete visibility of Quote Funnel
  • Mobile support to create, OCR to read cards, add contacts
Knowledge Repository
  • Knowledge from people to system
  • Knowledge Base - Machine, Components, Product
  • Show matching BOMs for past orders
  • Configuration alerts based on similar use cases?
Market Intelligence
  • Capture Competitor Specs, Pricing, Configurations and Offers
  • Upload photos over mobile
  • Record New Product sightings?
  • Trigger internal NPD Team for New Product Ideas
Why CEM Stands Apart
  • It is not just CRM. It is full scale Proposal Generator Engine
  • Zero misquotes - BOMs tied to ERP and validated history
  • Field Visits become feedback loops, not just formalities