Empowering Sales Excellence through CPQ Solutions

Enabled seamless integration with SFDC, beginning at the opportunity stage. Pricing accuracy is enhanced by standardizing prices across different lines of business (BPM, Consulting, Analytics & Digital). Productivity gains are realized through collaborative quoting, enabling multiple experts to contribute to a single quote. Leadership approval is facilitated via email, streamlining the approval process. Comprehensive deal reports, encompassing P&L Summary, Deal Summary, AOI, and GM, empower management to make approval decisions based on profitability metrics. The solution supports multiple deal versions with varying pricing models, simplifying the process of finalizing deals.

The integration of CPQ with Sales, Service, and ERP applications optimizes the Lead to Cash process. This includes enhanced customer experience through e-commerce integration for self-service, renewals, and amendments. The system employs an automated pricing mechanism with distinct slabs for different teams, driven by cost and markup considerations. Approval flows are triggered by applied discounts, altered terms, and GM%, allowing swift leadership approval based on deal profitability indicators. The solution also enables rapid proposal generation for sharing quote documents with customers across the entire quote lifecycle.

Streamlines operations with automated pricing, swift proposal generation, and business-aligned pricing approval procedures. It facilitates the selection of standard, accessory, and third-party products. Inventory allocation is optimized based on location and procurement date using the FIFO rule. Diverse deal types, such as Cash, Bank Finance, and Credit, are managed seamlessly. Gross and Net Profit calculations consider internal finance costs, support costs, and exchange rates with hedging options. It enables customizable amendments to Standard Terms and Conditions with internal approvals. The solution generates versatile quote documents and related content like Business Reports, Sales Agreements, and Proforma invoices for Bank Finance Deals, all while integrating with Oracle CX and EDV (ERP System) to synchronize inventory and sales orders.

Quotes are initiated from MS Dynamics CRM, where users select Pricelist and Project type, and configure department-specific simple and packaged products. Product pricing adheres to predefined pricelists, while complete pricing and profitability, alongside discounts, are visible to users at Department and overall quote levels. Streamlined email-based approval flow operates based on deal profitability parameters such as Gross margin. After generating the Proposal document and receiving customer approval, order creation seamlessly integrates with Field Service, enhancing end-to-end efficiency.

The CPQ system empowers efficient product searches using multiple attributes. A quick-add items functionality facilitates seamless spare part integration into quotes. The integration of a mobile app with CPQ and JDE enhances on-the-go product search and pricing. Streamlined proposal document generation in various templates during quoting is made possible. The platform allows the creation of product catalogs with single or multiple selections, including cover page options. Integration through an SFTP server ensures synchronized product data between JDE and CPQ, and JDE integration facilitates smooth order creation.