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Kate came to us at a pivotal moment in her career. She was looking to double-down on her independent work and needed a sophisticated brand to present her as the massively competent product and operations guru she is. But as she was on her own and early-stage, the budget was limited. We worked through some quick, efficient design exercises and established thorough brand standards that Kate used to confidently develop all her branded touchpoints.


Co-Kate

Brand Management

Over four years ago, we quickly put up a bootstrapped site. Since then we've been maintaining it and creating supporting pages for things like case studies, PPC campaign landing pages, and integration launch marketing landing pages.

iQuoteXpress

Social Media Marketing

Email Marketing

Search Engine Optimization

Content Marketing

Graphic Design

Video Production

Web Development

User Experience Design

Copywriting

Event Marketing

We are growing and looking for a senior level project manager to be a part of our Latin American operations based in Panama. See below for the job details and how to get in touch with the hiring manager:

Se busca Gerente de proyectos Senior para iQuoteXpress

Habilidades
Liderar los proyectos para nuevas implementaciones en el sistema iQuoteXpress.

▪ Colaborar con los tiquetes de soporte para la aplicación.
▪ Asistir a las reuniones de proyectos y crear SOW
▪ Habilidades de presentación virtual y presencial.
▪ Nivel avanzado del lenguaje ingles y español.
▪ Capacidad analítica y resolución de problemas
complejos.
▪ Manejo avanzado de Office, Word y Excel.
▪ Conocimiento basico de programación en Java y
HTML.
▪ Trabajo en Equipo y Rapido aprendizaje.
▪ Estudios completos o parciales en Ingeniería en
Sistemas o afines

interesados enviar hoja de vida a aanderson@iquotexpress.com

What our friends at Zoho Marketplace say is all true! (Thanks for the mention, Zoho.) Want to automate and optimize the sales proposal process in Zoho Books or Zoho CRM? Visit us: https://bit.ly/3fwcBrk

“Rather than simply presenting the shopper with only an offer for balls, a guided selling approach will include supporting offers: gloves, tees, even local lessons.”

Read the full article: B2B guided selling via CPQ
👉 https://lttr.ai/gZhy

#GuidedSelling #B2B #Sales #SalesEnablement #CPQ #SaaS

“And that means less time spent on the infrastructure, and more time spent driving business.”

Read the full article: Dynamics CPQ Fundamentals
👉 https://lttr.ai/gZhx

#DynamicsCPQ #GuidedSelling #ProposalAutomation #Sales #SaaS #SalesEnablement #CPQ

“Dropping the ball in digital transformation… from a D365 & CPQ point of view.”

Read the full article: Dropping the ball in digital transformation… from a D365 & CPQ point of view.
👉 https://lttr.ai/gZhw

#Sales #AddingCpq #SalesEnablement #CPQ #SaaS

linkedin

iQuoteXpress on LinkedIn

"We want to have our folks understand that family is important, and you need to have some time to recharge the batteries as well."

Our customer, Martin Spritzer from iQuoteXpress, on challenges they faced while working from home and how they tackled it. 👇https://zurl.co/czop

"At its heart, a CRM system is not necessarily a “selling machine.” It’s what it says it is: a customer relationship management solution." https://go.cozy.es/2uMB30H #CPQ #ZohoCRM #Zoholics #Zoho #CRM

How a CPQ system is “the face” of your CRM https://go.cozy.es/2K8tewR #sales #B2B #cpq #CRM

How to Integrate CPQ in your CRM https://go.cozy.es/2OYMgF3 #sales #cpq #sso #CRM #SingleSignon

facebook

iQuoteXpress on Facebook

“So while there are a handful of businesses out there that could use CPQ as a standalone solution, for most businesses the question we asked at the outset can sort of be switched: Can you use CRM without CPQ?”

Read more 👉 https://t.co/InY9pTK4Ks

#MicrosoftDyamics #D365 #Saa

“But as far as most CRM solutions are concerned, what may or may not have happened in the most critical part of the process — quote tracking, the signing or not signing of the proposal — is a mystery.”

Read more 👉 https://t.co/51BqTj3K5F

#D365 #MicrosoftDynamic

“Playbooks within playbooks: the Russian nesting doll of guided selling”

Read more 👉 https://t.co/8gCsLpMLa6

#D365 #QuotingSoftware #SalesEnablement #CPQ #GuidedSellingEcosystem #SaaS #SupplyChainManager #Sale

“IQX comes loaded with professionally designed templates that can help build your brand and better target your prospects.”

Read the full article: Best CPQ for Dynamics partners &amp; resellers
👉 https://t.co/WBcM9OE9j2

#D365 #MicrosoftDynamics #CPQ #Sales #SingleSignonSolutio

“That said, no business currently using a CRM is likely using it consistently across all users or to its full effect.”

Read more 👉 https://t.co/Nx0RK2E5sj

#ProposalManagement #Sales #SalesEnablement #CPQ #Saa

twitter

iQuoteXpress on Twitter

Full site redesign for this local non-profit community organization, aimed at encouraging ongoing memberships.

North Park Community Association

Loving the business mixer at @NorthParkMarket! Great job @myplcu @NPMainStreet

RT @News8: Class Acts: Jefferson Elementary students create beautiful pieces for Festival of the Arts in North Park https://t.co/BBLNV92GiB

Get the skinny on one of North Park’s most vibrant events! The SDCCU Festival of the Arts returns on Saturday, May 11! Music, food, art and CRAFT BEER! There’s something for everyone 🙌🏼

Over 21 and... https://t.co/1prkJRIg

Great event at the North Park Thursday Market with Friends of Jefferson Elementary! We hope you can make it! https://t.co/v8wkEHA03k

Congrats to our friends at the North Park Planning Committee on receiving a merit award from the San Diego ASCE Chapter! https://t.co/nomORzFVGq

North Park Community Association on Twitter

Merry Christmas and Happy Holidays neighbors! Wishing you and yours health and happiness as we close out 2020 ⭐️ 

#FBF 2019 @northparkmainstreet Toy Land Parade...incredibly missed this year. #happyholidays #happynewyear #northparksd #92104

📷 cred: let us know so we can tag!

We're excited for this weekend's #CommunityCleanup! 

RSVP today: http://bit.ly/npcleanup

The big details: Saturday, November 14th - meetup at 9:30 a.m. 

Masks are REQUIRED.

Bar Pink, we will always be eternally grateful to you for supporting our community and the Bird Park Summer Concerts over the years. Thank you for bringing music and inclusivity to North Park. Thank you for being a part of the fabric of our neighborhood ❤️🤘🏽

⁣Join us on Saturday, November 14th for a North Park Community Cleanup sponsored by @planpreparehome! 🌳 Help the environment and our neighborhood by keeping it clean and looking good! ⠀
⠀
Signing up is easy: just register online at http://bit.ly/npcleanup and choose your check-in location — Bird Park or Jefferson Elementary, and that’s it! ⠀
⠀
It’s a simple and fun way to help the environment and our community 💚

North Park Community Association on Facebook

Holistic, ground-up site redesign for one of the nation's premier window manufacturers

After proving ourselves on a small, tactical project, Milgard wanted us (BusinessOnline brought us in to handle the site design) to massively modernize their website. We iterated for months, landing on a beautiful, functional, culture-pushing site redesign. The information architecture was color-coded and carried through into the wireframes to clarify the taxonomy relationships. We kept the visual design res

Milgard

Creative Strategy

Our friends at MeadsDurket specialize in advertising and traditional graphic design. We partnered with them to take their work with MacroAir digital. We started with understanding the current site and the goals of the redesign (simpler, flatter, more modern). We moved into information architecture, including a content audit and mapping with before and after site maps. Once we had an alignment at that level, we moved into responsive wireframes. Next, we developed a full-fidelity, polished, hi-te

MacroAir

With a brand foundation established, we worked with founder Marc Koehler to create the digital version of his one-page Family Plan. Through rounds of wireframing, we drew out the functional requirements for the tool and settled on a basic layout. We then took this into the full design, a superlative opportunity to implement the new brand for the first time.

Lead With Purpose

Data-viz supertable for helping investment advisors spot opportunities

Gurtin's investment advisors were keeping their eyes peeled all day and night for opportunities buried in mountains of data. Our task was to increase their hit rate and simplify this effort by creating a table view specifically optimized to highlight investment opportunities as defined by each advisor personally. We started with UX (moving up to the high-fidelity wireframes shown below) and then on to full graphic design.


Gurtin Financial

CONVERSION-OPTIMIZED LANDING-PAGE DESIGN FOR BUSINESS INTELLIGENCE

We collaborated with our friends at BusinessOnline to design this purpose-built landing page to drive conversions for high-performance campaigns. We wanted this page to tell a full – but compact – story about Birst's offering for people who already knew enough to enter some pretty specific search keywords. We worked within Birst's existing brand.

#GraphicDesign   #ResponsiveWeb   #SiteDesign   #UXDesign

Birst

Finally, a rational design approach.
As little as possible, but never less.

Here's the problem: Most businesses are smaller businesses: 90% of US companies are under $10M in revenue and 54% of all US sales are generated by small-to-medium-sized businesses.

And most of those SMBs need help with their digital design and marketing but don't go get it: 92% of SMBs know their website affects their sales but only 26% of SMB sought help.

And they're right to fret: 82% of Americans are less likely to buy something from an outdated website and the average American abandons 24 purchases a year thanks to bad sites.

So what do you do? You go to an agency and stress as you watch your budget fly out the window while feeling bullied into a longwinded know-it-all process. Or you hire freelancers and stress as you constantly monitor freelancers you can’t rely on and who you don’t know are doing good work.

We think the whole situation sucks and we aim to fix it with what we call “Rational Design”.

@octopusdoHQ I have 1 more issue to bring to your attention - I noticed that if more than 1 person accesses the same window, the previous work is lost, even if I saved it. 

I wanted to let your support team know, so we can remedy this issue. Thank you!

Cozy

@octopusdoHQ - I’m currently unable to type in any of the sitemap modules. Whenever I hover my cursor or try to type, I cannot do so, and the cursor jumps to the bottom of the page. 

Also, I have the paid version, but I can’t access the version history. 

Please help???

@MyMobilityLab Bonjour, j'ai acheté le Souris Sans Fil Pour Mac. La souris ne s'apparie pas avec mon ordinateur. Au lieu de cela, Bluetooth demande un mot de passe. J'ai essayé différentes combinaisons et elles ne fonctionnent pas. Peux-tu aider s'il te plait? Merci.

@octopusdoHQ Can we export comments &amp; page notes in your application’s output PDF? We want to be able to export notes, at least. Please let us know. Thanks.

@calcom The one feature I'm looking for before we can switch our team over is some sort of email integration, some way to get meeting invites quickly into an email, ideally with a nice-looking treatment (rather than a text list). Is that upcoming? �

Twitter

Cozy Design, Inc. on Twitter

“To support consistency in our ongoing design efforts and with other vendors and internal resources, we developed a robust digital styleguide to cover standards around logo use, colors, typography, language, photography, graphics, etc.”

👉 https://lttr.ai/d2dR

#Styleguide #DigitalDesign #Branding #DigitalMarketing #GraphicDesign #SMB #SMBDesign

Cozy Design, Inc.

Cozy listed as a top global digital marketing agency
“We have collected all the leading firms in one list of top digital marketing companies that provide a full range of services…"

👉 https://lttr.ai/d2dQ

#Award #DigitalMarketing #SMBDesign #StartupDesign #SMB #AwardWin #DigitalDesign #Styleguide #Startup

Social media profile design
👉 https://lttr.ai/d2dO

“Part of our ongoing years-long support for the design and marketing of iQuoteXpress.”

#SocialMedia #SocialMediaDesign #Branding #GraphicDesign #StartupDesign #DigitalDesign #SMBDesign #Styleguide #Startup #SMB #DigitalMarketing

CodeBrilliant website design
👉 https://lttr.ai/d2dN

“With a brand established, CodeBrilliant's next step was a website that screamed proficiency and precision.”

#DigitalMarketing #GraphicDesign #StartupDesign #SMB #DigitalDesign #Styleguide #Startup #SMBDesign

“Empathy for the end-user fuels all of our design work.”

Cozy founder Lee Fuhr's feature in ShoutOut Socal
👉 https://lttr.ai/d2dM

#Bio #SanDiego #StartupDesign #SMB #DigitalDesign #Startup #SMBDesign #DigitalMarketing

Cozy Design, Inc.

Cozy Design, Inc.

Cozy Design, Inc. on LinkedIn