Feature Description
Feature Benefit
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