Respond to customer inquiries faster, shorten sales cycle times, reduce back-and-forth iterations
Deliver superior and consistent customer experience through all channels
Use guided selling and product configurations to incease upsell and cross-sell opportunities
Ensure 100% accuracy across all quotes and orders
Configure complex or simple systems containing multiple products and services. Create bills-of-material (BOM) and routings based on configurator choices.
Lead your users to the optimal products and options based on customer needs. Promote product upsells and cross-sells.
Present users with only those products that are appropriate to their region, business unit, or quoting scenario
Price complex products based on features and options. Ensure 100% quote and order price accuracy with automated pricing rules and validations.
Apply customer, channel, volume, and product-specific discounts. Enforce margin discipline on manual discounts.
Route orders for review and approval. Ensure commercial viability and eliminate approval bottlenecks with automated workflow.
Create, customize, and brand proposals for your sales reps and channel partners. Present professional, accurate documents to customers in seconds.
Eliminate paper-based quoting, faxing, and scanning. Enable customers to sign online and close the deal faster.
Generate orders in one click by converting quotes. Submit orders for execution real-time to your choice of the 20 most popular ERP systems.
Empower sales reps and channel sales with a tool that features the familiarity of the Salesforce.com platform. Quick to implement, easy to support and maintain.
Ensure 100% accurate quotes and eliminate manual data entry errors. Guide users to optimal product selections.
Leverage customizable templates to produce professional customer-ready quote documentation for sales reps, channel partners, and customers
Track the products purchased by customers. Dramatically reduce the time required to create a renewal quote