Features and Benefits

Feature Description

Feature Benefit

Salesforce® Single Sign On

Users simply log into their SFDC instance and view all Vendavo™ Pricing Guidance information without having to sign on separately to the Vendavo™ solution.

Easy and seamless access for Salesforce® Platform users

Vendavo™ Business Alerts for Salesforce® accounts page

Vendavo™ Business Risk Alerts are provided for every account, and for every account-product combination. The information is displayed on the Salesforce® accounts page.

Users can see the relevant business alerts information for the accounts they are working on. The alerts are provided on the Salesforce® accounts page.

Vendavo™ Business Risk Alerts for Salesforce® quotes

Vendavo™ Business Risk Alerts are provided for every quote and quote line item, on the quote pages in Salesforce® Sales Cloud and in Salesforce® CPQ.

Users can now view the business alerts information at the time of quote creation/approval and at the time they determine the price/discount for a given line item.

Recommended Optimal Target Price on quotes

Recommended Optimal Target Prices are provided for every quote line item, on the quote pages in Salesforce® Sales Cloud and in Salesforce® CPQ.

Users can now view the optimal target price at the time of quote creation/approval and at the time they determine the price/discount for a given line item.

Calculate number of approvers

The number of approvers, or number of approval steps is calculated for every quote line item.

Having this visibility in front of their eyes during quote negotiations, sales reps can consider the trade off between longer approval times and lower prices.

Pricing Insights

Compare the target price to the current price on the quote, the last invoice price to the same customer, and all historical prices quoted for the same part for the same customer or for other customers in the same segment.
Includes:

  • Suggested floor price
  • Suggested stretch price
  • Suggested discount
  • Total line item revenue

Sales can gain better context on the recommended prices and to better inform their pricing decisions and negotiations.

Historical Transaction Analysis

The 50 most recent transactions including all transaction details such as customer name, product details, prices, dates, etc.

Contextual historical analysis to assist Sales with determining the best price for any quote.

Price Trend Analysis

Contextual pricing trend analysis for the customer segment for the quote.

Sales gains better context for recommended prices and to better inform pricing decisions and negotiations.

Price Band Analysis

Contextual analysis showing the distribution of pricing discounts in the segment, and where the recommended/floor/ceiling/current prices fall inside the price distribution.

Sales gains better context for recommended prices to better inform pricing decisions and negotiations.

Segment Insights

Includes the Vendavo™Power and Risk scores for the segment plus segment information like segment description, transaction count, segment revenue, average discount, etc.

Sales gains better context for recommended prices to better inform their pricing decisions and negotiations.

Flexible Selection Criteria

Data selections for transaction specific criteria include:

  • Product SKU and customer Account  / Segment
  • Product category and customer account / Segment
  • The last Quarter / The last Year
  • No filter – show all transactions

Better understand the causes of revenue and margin performance across product offerings, customer accounts, market segments, and time.

Auto-push notifications to Salesforce® Chatter

Users are notified via Salesforce® Chatter about new alerts, and/or existing alerts that require immediate attention

Users are alerted about events via Salesforce® Chatter for immediate action.

Vendavo™ Pricing Guidance Extension Salesforce® Object integration

Vendavo™ Pricing Guidance Extension information can be integrated into both the Salesforce® CPQ quote object and the Salesforce® Sales Cloud quote object.

Users benefit from better pricing insights to optimize their deals regardless of whether they use Salesforce® CPQ or native Salesforce® Sales Cloud

Lightning Ready

Vendavo™ Pricing Guidance Extension for Salesforce® Platform is Lighting ready and also supports Salesforce® Classic UI

Users can benefit from better pricing insights regardless of whether they are using the Classic UI or the Lightning UI

Supports both mobile and desktop User Interfaces

Vendavo™ Pricing Guidance Extension for Salesforce® Platform supports both mobile UI as well as desktop UI

Users can receive account alerts and better pricing insights whether they are in the office or on the go