Q2: The Ultimate Sales & Marketing System for Office Technology & Managed Services Partners
Tired of losing money because of a lack of communication between marketing, sales, and service teams?
Struggling to track and close stalled deals, quarterly business reviews, and other critical tasks?
Frustrated by the time consuming process of creating accurate quotes?
Q2 solves these headaches with a unique automated and integrated platform that will improve marketing and sales collaboration, streamline processes, and boost trackable ROI.
Do You Struggle With These Challenges Office Equipment & IT Providers Face?
- Systems fail to track equipment and other inventory accurately
- Problems with prospecting new accounts
- Hiring more salespeople when the current team isn't performing at a high level
- Sales reps aren't getting and documenting the right insights during discovery calls
- Quoting and ordering systems are time-consuming and often inaccurate
- Missing cross-sell and upsell opportunities that could lead to big revenue increases
- Stalled deals in the sales pipeline get forgotten
- Poor data hygiene in the CRM
- Marketing and sales are misaligned and failing to communicate effectively
- Marketing, sales, and client onboarding processes need to be streamlined and automated
Put These Problems Behind You for Good.
Q2 is an integrated marketing and sales automation system created specifically for businesses in the office technology and managed services industry.
Facilitates Marketing and Sales Collaboration: Keep your teams aligned and working toward shared objectives.
Automated Sales Pipeline Tracking: Monitors deals from initiation to closure, reducing the risk of missed opportunities and ensuring a consistent sales process.
Enhanced Data Accuracy: Utilizes tools like ZoomInfo to enrich CRM data, reducing manual errors and providing a more comprehensive view of customer information.
Built-In Quoting Tool: Incorporates Keypoint Intelligence's quote iQ, a robust CPQ (Configure, Price, Quote) tool, to manage your configuration price and quote process from a single source.
- Provides a single location to get information.
- Utilizes Keypoint’s rules-driven configurator to help eliminate errors when building a product configuration.
- Provides customizable workflow to streamline quote approvals.
- Drastically reduces the time to build a quote with a professional customer-facing proposal document.
Despite advances in the copier, office equipment, and IT services industry, many providers are struggling to maintain and grow their customer base.
Q2 creates a streamlined, automated technical infrastructure that helps teams ensure clients stay happy and engaged, cross-sell and upsell opportunities are identified and pursued, and stalled deals never get lost and forgotten.
Our solution streamlines and automates marketing, sales, and onboarding processes, ensuring everyone is aligned around common goals and efficient with their time.
Let us help you get more out of your sales and marketing team without having to hire more people.
A Faster Track to ROI Than Any Other System Can Deliver.
Our plug-and-play system enables us to set up your portal and train your team in two months or less.
your sales, marketing, and onboarding processes
using insights gained from reports and dashboards
best practices and hold teams accountable
How Does Q2 Compare To Other Solutions?
Q2 SaaS Tool
149 /month
SalesChain
8 /month
White Cup Sherpa CRM
8 /month
Q2 SaaS Tool
SalesChain
White Cup Sherpa CRM
Features
What Does Q2 Include?
-
Segmented Lists
-
Information
-
Sales & Reporting
-
Custom Views
-
Tasks & Automations
Data Hygiene
- Deals
- Contacts
- Companies
- Contracts
- Equipment
Customer Cross-Selling
- Who is an office equipment customer, but not using IT services (and vice versa)?
- Contract end dates
- Size of business
Prospecting
- Contacts by persona
- Who has:
- Picked up the phone
- Visited the website
- Attended a webinar
- Fits ICP
- Decision Makers with Mobile Phones
- High Priority
- Target accounts
Prospecting Competitors
- Contract end date in 30 days, 60 days , 90 days, 180 days, 1 Year, 2 years
Equipment Information
- Contract end date in 30 days, 60 days, 90 days, 180 days, 1 year, 2 years
Deal Information
- Deal Stalled 30,60,90,180 days ago
- Deals with No Next Activity
- Deals Closed past 30,60,90
- Deals with No Engagement
- Deals with no associated contacts
- Deals with no associated Companies
Custom Objects
- Contracts
- Leases
- Competitive Equipment
Sales Automation
- Email sequences for sending info when prospects request it on the phone
Reporting Dashboards
- Website Traffic
- Sales Performance
- Activity
- Forecasting
- Revenue
- Marketing Performance
- Customer Cross Sell/Upsell opportunities
- Data Hygiene
- Customers
- Prospects
- Pipeline Overview
- Database Engagement
- Quantum’s “Dashboard +”
Custom CRM Views
- Contacts by Owner (Contact)
- Current Clients by Owner (Contact)
- Head of Company by Owner (Contact)
- Head of Finance by Owner (Contact)
- Head of IT by Owner (Contact)
- Managed IT by Owner (Contact)
- Net New Prospects (Contact)
- Prospects by Owner (Contact)
- Web Services by Owner (Contact)
- Clients <20 Employees (Company)
- Clients 101-250 Employees (Company)
- Clients 20-100 Employees (Company)
- Clients 250+ Employees (Company)
- Current Clients (Company)
- Unassigned - Clients (Company)
- Managed IT (Company)
- My Child Companies (Company)
- My Parent Companies (Company)
- Unassigned - All (Company)
- Closed Lost (Deal)
- In-Progress (Deal)
- Won Last Month (Deal)
- Won Last Quarter (Deal)
- Won This Quarter (Deal)
- Won This Year (Deal)
- Closed (Ticket)
Task Queues
- Calls - Initial Outreach
- Calls - Out Reach Follow-Up
- Client - Account Review
- Client - Follow-Up
- E-Mail - Cold Outreach
- E-Mail - Follow-Up
- In Person - Sales Call
Marketing Automation
- Website Visitor Nurture Campaign (Emails are Templated)
- Send Info Call Outcome Nurture (Emails are Templated)
- 6 Month Drip Nurture (Emails are Templated)
- Lead assignment Routing
- Lifecycle Stage Automation (Lead, Marketing Qualified Lead, Sales Qualified Lead, Opportunity, and Customer)
- Data Hygiene
- Contacts
- Companies
- Deals
- Executive overview of upcoming meetings
- Persona Assignment
- Expiration of Contracts task assignment
- Leases
- Contracts
- Competitive Equipment
Templated Forms
- Quarterly Business Review
- Contact Us
- Ebook Download
- Prospect Call Form
What Does Q2 Integrate With?
- EAutomate
- CEO Juice
- ZoomInfo
- ConnectandSell
- ConnectWise
- Leasing providers (coming soon!)
What our customers say
“Our experience has been wonderful. Quantum is a well-run company from top to bottom. They are very detailed and organized when it comes to keeping us on track. They are willing to help on any level of marketing and training. A pleasure to work with.”
"Quantum Business Solutions transformed our use of ZoomInfo. We went from just scratching the surface to fully leveraging its capabilities, driving significant growth in our lead generation efforts."
"Thanks to Quantum's guidance, we now fully capitalize on our ZoomInfo investment. Their strategic approach to data analysis and lead generation has been instrumental in our success."
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