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Conference Room Trial

Many businesses have unique requirements or procedures that require analysis and investigation before proceeding with an implementation. The Conference Room Trial (CRT) is a consulting service designed to help customers define their requirements and determine the best way to configure ProQuote to their business.

As part of the CRT ProQuote consultants work with the customer to set-up a preliminary configuration of ProQuote, import sample product data, and work through the steps of generating a quote using the customers data. During this activity, the customers special requirements, management reporting, systems integration and any customization issues are reviewed.

Following the remote trial, a summary document detailing the recommended ProQuote configuration (e.g. data fields and rules) is prepared including a plan to deliver the desired solution.

Conference Room Trials may be hosted at the customers site, at our office or conducted remotely via the internet. A ProQuote Consultant would be happy to discuss the best approach to take with your business and the costs involved to complete the CRT.