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Automate sales compensation
Optimize sales territories and quotas
Automate revenue recognition and ASC 606 compliance
Analyze the past and predict the future with advanced analytics
Enhance performance with AI-powered recommendations
Forecast and manage your pipeline
Simplify producer lifecycle management
Enable dealers to drive more revenue
Manage incentive compensation for insurance
Calculate real-time volumes and awards
Optimize sales quoting and pricing
Negotiate and close contracts faster
Organize content for sales success
Make learning easy with an award-winning learning platform
Improve your organization one course at a time
Coach your sales reps to drive performance
Generate more engaged leads
Improve customer experience with actionable feedback
Increase your service reps’ performance
Build modern applications with a multi-model, graph database
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Provide your channel partners with an experience similar to that of your direct sales force. Pricing concessions are either automatically granted, or if they violate your margin or other rules, they are automatically routed for approvals through channel leadership. Partners can have subject matter experts answer questions about products through the Ask an Expert feature.
Channel partners can brand their eCommerce sites and proposals with their own branding, as well as manage their own quote and proposal templates.
Make it easier for partners to find what they are looking for with the guided selling function. It asks simple questions to guide them 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. Partners can view side-by-side comparisons to analyze detailed product specifications and see upsell and cross-sell suggestions.
Use CPQ to 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. Control and display product availability, pricing, and discounting according to channel, geography, industry, customer, or date.
Easily set up promotions and special pricing via a simple point-and-click setup or an Excel upload. CPQ 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 this much control, you can respond quickly to market needs.
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