You can customize CPQ by CallidusCloud with partner branding for each sales channel. And, you can use business rules that will adjust the user interface to enhance the user experience. For example, if a sales rep is configuring a car and selects no roof rack option, then CPQ removes roof rack options from the user interface questions. CPQ is designed so business users can easily maintain it, and the software provides clear distinctions between different functional areas.

You can set default configurator selections that are based on the most common options or that are contextually based on user characteristics or previously made selections. Creating default selections will minimize the clicks and time needed to configure a product.

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Guided Selling

Make it easier for customers to find what they are looking for. As they specify what they need, the software narrows down the list of applicable products. Users can view side-by-side comparisons to find the right products and options, and they can analyze detailed product specifications.

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The software also highlights up-sell and cross-sell suggestions. CPQ by CallidusCloud:

  • Asks simple questions to guide customers to the right products
  • Suggests the best options and alternatives to meet specified needs
  • Provides real-time information on products through the Ask an Expert capability

Support for B2B and B2C

Workflow can be significantly different for different types of users. While you might allow your salespeople or distributors to request pricing concessions or payment term concessions, you might restrict your web customers to only select products and check out. CPQ by CallidusCloud applies all of the B2C ease-of-use principles, regardless of whether your business is B2C or B2B.

Your customers can create a quote or place an order with CPQ, which allows full automation without human intervention. For example, your ERP system can change a status of an order from placed to shipped, which can automatically trigger an email notification to be sent.

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Multi-tier Pricing

With CPQ by CallidusCloud, you can handle market-based pricing, currency conversions, contract pricing, one-time or recurring fees, purchases or leases, and so on. Multi-tier pricing supports partner channels, geographies, and currencies.

Enable your company to sell through different channels. You can control and display product availability, pricing, and discounting according to channel, geography, industry, customer, or date.

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Promotions and Special Offers

Easily set up promotions and special pricing via a simple point-and-click setup or an Excel upload. CPQ by CallidusCloud allows total control over offer availability rules, such as start and expiration date, minimum quantity requirements, minimum order size requirements, user type, market, and so on. With such control, you can respond quickly to market needs.

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2 Minutes Test Drive

Try CallidusCloud’s CPQ 2-Minute Test Drive in High Tech, SaaS, and IT/Managed Services.

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Request a live demo and learn, first hand, how to harness the power of CallidusCloud solutions.

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