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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
Spend more time selling, less time on admin
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
Innovate your business models and deliver a better customer experience
Build modern applications with a multi-model, graph database
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Use CPQ to handle market-based and contract pricing, currency conversions, 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
Increase the average quote and deal size through intelligent up selling, cross-selling, and real-time sales guidance features. Use CPQ to automate recommendations of premium products or to offer incentives for increased quantities. Suggest related products, accessories, services, or bundles—all to maximize revenue for each order.
Automate and streamline your approval process while protecting your bottom line throughout any negotiations with the margin-health indicator. You can set different criteria to trigger an approval, such as exceeding discount, gross-margin thresholds, or selected non-standard terms. Quotes that do not trigger an approval are automatically accepted to speed up quote delivery. Since sales reps can always see margin health, delays caused by nonstandard discounts and negotiations are minimized.
Users can 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. As your competitive pricing database grows, users can compare pricing side by side.
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