CPQ Cloud (Configure, Price, and Quote)

Increase Sales Efficiency with CPQ Cloud

Help your sales teams, channels, and ecommerce sites sell faster, more easily, and more accurately, anywhere, and on any device

Close Deals Faster

Respond to customer inquiries faster, shorten sales cycle times, reduce back-and-forth iterations

Improve Customer Experience

Deliver superior and consistent customer experience through all channels

Increase Sales

Use guided selling and product configurations to increase upsell and cross-sell opportunities

Eliminate Waste and Maximize Margins

Ensure 100% accuracy across all quotes and orders

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
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 Midmarket
Do-It-Yourself CPQ

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.

Force.com Guided Selling

Ensure 100% accurate quotes and eliminate manual data entry errors. Guide users to optimal product selections.

Proposal Generator

Leverage customizable templates to produce professional customer-ready quote documentation for sales reps, channel partners, and customers

Renewals

Track the products purchased by customers. Dramatically reduce the time required to create a renewal quote


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