Configure Price Quote
The guided selling function asks simple questions to guide sales reps to the right products, suggest the best options and alternatives to meet specific needs, and provide real-time information on products through the Ask an Expert capability.
Sales reps are mobile and need access to all their integrated tools while on the go. Having CPQ on mobile devices enables sales reps to prepare quotes at customer meetings and potentially shave days off the sales cycle. With CPQ, sales reps have a choice of mobile access with the Apple iOS native app or the Salesforce1 app. The Salesforce1 app pulls in key opportunity and customer information from Salesforce, making quoting easy. Users can also install an offline client, so they can run CPQ on their laptops when they’re unable to connect to the Internet—further supporting their ability to produce quotes anytime, anywhere.
Automated competitive cross reference
When a new sales rep enters your organization and has little to no experience with your competitors, CPQ can help. When reps learn that a prospect is already looking at a specific product, they can simply enter a competitor’s part number, and CPQ will automatically suggest equivalent products based on rules for exact match or near match or alert the user that a matching product is not available. This capability can speed the sales onboarding time and the time to respond in a competitive situation.
CPQ integrates with all major CRMs including Salesforce, SAP, Oracle CRM, Microsoft Dynamics, SugarCRM, and NetSuite. Users can navigate into CPQ without having to log in, and they can leverage data from CRM in their quote. CPQ will automatically update the CRM opportunity when new quotes are created, saving the sales user time and ensuring forecasts are accurate.