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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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CPQ is more than a tool for sales reps to configure and quote solutions for their customers. Sales leaders can use CPQ to understand how the sales team is selling. See how quickly sales managers are approving transactions and how often sales reps are discounting. There is no way to capture this information when using a manual quoting process and the information is not stored in the CRM system. With this data, leaders in sales, marketing, and finance can make decisions about how to market and price products.
You can find any quote based on any data, such as status, customer information, postal code, part number, or product characteristic. These searches can help you find a similar quote so you can copy it, analyze historical discounts, track reasons for wins or losses, and so on. You can also find any historical order, including revisions, which can be used for clarification purposes or as a starting point for a new order.
Turn insight into the right mix of products, services, and pricing for each customer’s requirements. Uncover performance data insights through easy-to-use reporting tools and make better business decisions. Get real-time statuses at a glance by using dashboards that display your key performance indicators. Quickly build your own reports with the intuitive drag-and-drop, ad-hoc reporting tool. And take advantage of prepackaged security, workflow, compensation reports, and sales performance analytics by role.
Organize and capture all necessary information needed for quote creation or for quote tracking. Gather data such as prospects’ industry or company size, and use this data to understand what types of customers are buying your products. Use this information for targeted marketing campaigns.
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