Hexagon Xalt Sales Quoting

Hexagon's Xalt apps for sales quoting in the field make it easier than ever to provide accurate, competitive sales quotes in a flash.

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Hexagon's Xalt apps for sales quoting in the field make it easier than ever to provide accurate, competitive sales quotes in a flash.

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Here you'll see how Hexagon technologies help increase win rates and margins by providing actionable data from anywhere and seamless connectivity across the enterprise.

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In this video, I'll show you an example from the concrete and aggregate industry.

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Here we begin the quote process in an active project map. At first glance, there's a lot going on in this map.

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Let's zoom in to take a closer look.

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Notice the white diamonds. These represent your plant and quarry locations, while the other colors represent your competitors.

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Selecting the location, you'll see specifics about that site, product mix and utilization, for example.

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Now, note the vehicles on the map. By accessing the telemetric system on your vehicles, we can show vehicle locations to everyone, not just dispatch.

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And as with locations, selecting a vehicle can display specifics, maybe from asset management systems, to show mileage or oil change history.

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Further, you can see green checks and red Xs for won and lost projects, for as far back as you wish.

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Selecting the project will allow you to review it, copy it, and even create a new quote from it.

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Let's drop a pin on the map. That becomes your project job site, including an address and a geolocation, latitude and longitude.

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We know that sometimes you're delivering to new road construction that has no address.

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Next, let's click from the job site to our plant location.

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Note that drive distance is automatically calculated, 6.1 miles in this instance.

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For comparison, let's select a job site of a competitor's plant or quarry.

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Notice that the mileage is 16.6 miles, giving us nearly a 10-mile haul rate advantage.

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From the job site, let's now create a new opportunity.

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Notice this configurable form. Exalt gives you complete ability to modify this to meet your policies and procedures and your best practices.

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Let's enter project information. This will be a parking lot job site.

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We'll help you select a customer from your customer list, likely held in your financials.

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Let's select a plant location first, although we can modify this to choose the product first if you wish.

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Now let's enter tons and price of that first product.

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Price will come from your pricing sheets, including multipliers based on competitive advantages that you have, such as haul distance.

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Price will come from your pricing sheets, including multipliers based on any competitive advantages you have, such as that haul distance.

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It might be that at the same time you're creating the quote, you learn some competitive information.

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You can capture that right now for future analysis.

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And finally, let's take a picture or two of the job site.

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Creating a project is that easy. When you save this, you're also going to create a quote.

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Note that this quote will look exactly like your current paper based processes.

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It will contain your logos and your disclaimers and terminology.

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You can also immediately get a signature from your customer to execute this quote, or you can email or print a quote right from your Android, iOS device or browser.

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Next, to help your team quote better, Exalt provides project review features for analysis.

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Here you can see the pins showing that north of the city, you're winning a lot of jobs, but southeast of the city, you're losing.

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Now you can drill into these jobs to see why, including financial information and project specifics.

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It might mean that you need to be more aggressive to win these deals against a competitor that might have a plant or quarry closer to the job than yours.

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