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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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Customize CPQ for each sales channel and brand. Populate default selections that are based on the most common options, user characteristics, or previously made selections to enhance the user experience and reduce the number of clicks it takes your customer to complete a purchase.
The guided selling function asks simple questions to guide your customers to the right products and suggest the best options and alternatives to meet specific needs. It can also be used as a calculator to show your customer how much they will benefit from your product.
Provide a rich B2C buying experience to both B2C and B2B customers. Empower purchases by credit card or PO and requests for quotes or more information. When your ERP system changes the status of an order, an email notification can automatically be sent. Internet of Things support brings auto-ordering capability to B2B for consumables, maintenance, upgrades, and per-use charges.
Ensure your customers with special pricing have those prices provided to them automatically through your eCommerce site. Use CPQ to handle market-based and contract pricing, currency conversions, one-time or recurring fees, and purchases and leases. Empower channel partners to manage their own price lists. Control and display pricing information in multiple currencies and languages.
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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