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Feature Description

Feature Benefit

Configuration

Includes everything you need to help sales reps quickly configure a product, bundle or package, and move on to the next step of preparing a fast and accurate quote. Your “catalog” is easily navigated for product selection – incorporating your rules for product compatibility.

  • Lightning-fast database processing
  • Unlimited product types
  • Robust rules engine that handles complex product catalogs with ease
  • Custom rules for any product configuration
  • Centralized data repository ensures accurate pricing
  • Easily customizable options for grouping and presenting products

Guided Selling

Guided selling creates a standardized workflow for your sales team to follow as they move through the steps of configuring a product, pricing the configured product, and generating a quote to deliver to the customer. Your simple questions capture input to make sure the right products are presented.

  • Step-by-step selling for users
  • Recommends products, services or add-ons
  • Helps standardize the selling process across your organization
  • Sales reps are prompted to upsell based on pre-set rules
  • Pricing discounts and rules are applied consistently
  • Helps eliminate errors for new sales reps

Pricing Automation

Support one-time product configuration, multi-currency transactions, cross and upsell suggestions and more. Flexible custom pricing options handle special product groupings, discount and markup constraints, and role-based pricing.

  • Centralized data repository keeps pricing accurate for all quotes
  • Easily update and manage pricing rules in the admin console
  • Multi-currency for international quoting
  • Pricing guard rails that protect your margins
  • Margin and commission tracking

Approvals

Built-in workflow approval capabilities accelerate the approval process. Create simple rules to trigger approval emails and other alerts on sections of quotes that require special review.

  • Approval tracking and commenting on submitted quotes
  • Approvals for specific products, services or pricing
  • Ability to set restrictions on over-discounting and submit discounts for approval
  • Easily respond to approvals via email Email alerts for the approval process

Quoting

Accurate quotes produced quickly and professionally. Quote templates in the tool Preconfigured quotation templates included in solution.

  • Branded quote templates
  • Add or remove pages with one click
  • Universal formats supported for export – Microsoft Word and PDF

Proposals

Unify marketing, branding, and product information to generate fast and accurate business proposals.

  • Branded proposal templates
  • Send proposals directly from the console
  • Pulls customer data directly from your CRM to make sending a breeze
  • Select or deselect specific pages to include revision history and tracking
  • Add or remove pages with one click
  • Universal formats supported for export – Microsoft Word and PDF

Multi-Organization Quoting

Enables sales teams to pull up-to-date product and pricing data from multiple vendors within their industry, or even multiple business units within a large organization, in order to consolidate the quoting process.

  • Share product catalogs within your own company, or with other companies
  • Permission-based access to product data ensures your data remains private
  • Enable other vendors to quote your products and services while maintaining accurate pricing rules you set Globally manage multiple branches or locations

Portals

Enables sales teams to pull up-to-date product and pricing data from multiple vendors within their industry, or even multiple business units within a large organization, in order to consolidate the quoting process.

  • Share product catalogs within your own company, or with other companies
  • Permission-based access to product data ensures your data remains private
  • Enable other vendors to quote your products and services while maintaining accurate pricing rules you set
  • Globally manage multiple branches or locations

Administration

Requiring no special training outside of your familiar CRM environment. Setting up your product listings and pricing information is accomplished through a straightforward and intuitive interface.

  • No coding needed to manage administrative activities
  • Manage users and permissions
  • Adjust pricing and discounting values and rules
  • Edit templates for quotes and proposals
  • Access reports

E-Signature

Customers can sigan-off on quotes by using out-of-the-box integration with DocuSign®.

  • Send quotes to DocuSign® with a single click
  • Out-of-the-box feature, no additional development required
  • Revision tracking and document management
  • Enforced security and compliance throughout your organization

Configuration and API

RESTFul API ensures that the solution will be perfectly flexible to meet your needs

  • Developers can create custom javascript to interact with the CPQ page
  • Access containers, entities, and properties that are created on a given page
  • RESTful architecture, supporting functions to query, create, update, and delete data.
  • Exposes workflows to be used by the developer, including saving a basket as a quote, as well as, other useful functions.
  • Enables integration to other 3rd party system and homegrown applications

CRM Integration

Direct Integration to every industry-leading CRM system, including Salesforce®

Direct Integration to:

  • Salesforce ® CRM
  • Microsoft ® Dynamics
  • Sugar® CRM
  • Infor® CRM

Reporting and Analytics

Integration with Microsoft® Power BI allows users to build custom reports.

  • Create your own reports
  • Gain insights and business intelligence
  • Natural-language processing allows you to type questions and get data responses
  • Real-time reporting and analytics
  • Customized dashboards
  • Easy access from mobile and tablet devices
  • Simple drag and drop interface

Security

Data is protected from intrusions in our state-of-the-art Azure cloud.

  • All data transfers via HTTPS restricted connection to servers
  • Whitelist security practices deployed
  • OAuth required to access the CPQ application and API.

Order Entity

Ability to close a quote and push it to an order

  • Order can be transferred to an eCommerce or ERP system
  • Orders can also be transferred and set to show as a Sales Order in a CRM system

Mobile

Smart UX that is responsive to the device, and maximizes the user experience

  • Only the appropriate content is presented and rendered
  • Automated workflows are built in, accommodating today’s demand for mobile CPQ capabilities

Dashboards

Key information – based on the individual user – is presented at a click of a button

  • Data including revenue trends give a clear indication of performance
  • Recent quotes are readily available for review or revision
  • Top quotes and recent activities are presented, so you always know where you stand