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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
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Negotiate and close contracts faster
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Do you sell thousands of products within hundreds of configurations? With CPQ, you can define an unlimited number of product categories and subcategories, which can contain an unlimited number of products. Use as many pictures, drawings, and multimedia files as you’d like, so sales reps can quickly and easily find the right products.
Whether you use intelligent part numbers, serial numbers, nested serial sequences, or intelligent serial numbers, the CPQ product configurator will support your part numbering scheme. The configurator can validate any part number, even if you have billions.
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.
Users can enter a competitor’s part number, and CPQ will automatically suggest equivalent products based on rules for exact match or near match. It can also alert the user that a matching product is not available. This capability speeds up sales onboarding and response time in a competitive situation.
Use effective dates to support product launch and end of life. Products or features will automatically appear or be removed from the product catalog. This eliminates duplicate data maintenance and unnecessary distribution of files, printed material, or CDs.
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