Configure, Price, and Quote (CPQ)
Increase sales efficiency: Help your sales teams, channels, and ecommerce sites sell faster, more easily, and more accurately, anywhere, and on any device
Configuration
Product Configuration: Configure complex or simple systems containing multiple products and services. Create bills-of-material (BOM) and routings based on configurator choices.
Guided Selling: Lead your users to the optimal products and options based on customer needs. Promote product upsells and cross-sells.
Rules-Driven Search: Present users with only those products that are appropriate to their region, business unit, or quoting scenario.
Pricing
Price complex products based on features and options. Ensure 100% quote and order price accuracy with automated pricing rules and validations.
Discounting: Apply customer, channel, volume, and product-specific discounts. Enforce margin discipline on manual discounts.
Approvals Workflow: Route orders for review and approval. Ensure commercial viability and eliminate approval bottlenecks with automated workflow.
Quoting
Proposal Management: Create, customize, and brand proposals for your sales reps and channel partners. Present professional, accurate documents to customers in seconds.
eSignature: Eliminate paper-based quoting, faxing, and scanning. Enable customers to sign online and close the deal faster.
Order Execution: Generate orders in one click by converting quotes. Submit orders for execution real-time to your choice of the 20 most popular ERP systems.
CPQ for Midsize
Tailored CX Suite: An integral part of the CX Suite for Midsize, CPQ helps mid-size businesses optimize the lead-to-cash process and build better experiences for customers throughout the customer lifecycle.
Improve Sales Efficiency: Increase order sizes by improving cross-sell and upsell compliance. Eliminate product selection and pricing errors. Propel new sales reps to productivity faster.
Discover Insight: Accurate sales pipelines enable sales management to anticipate market changes, provide reporting guidance, and lead effectively.