The cloud based CRM solution helped the customer to steam line sales cycle with seamless integration between quotes and sales order transactions.
Key features of this solution includes
- Create transaction for an opportunity and account
- Update an opportunity’s revenue
- Create / View Proposal or transaction
- Multiple transactions for an opportunity
- Multiple versions of a transaction
- Update an opportunity’s revenue from a CPQ transaction (‘Active’)
Table of Contents
Key Challenges:
- No visibility on the quotation details of an opportunity
- Customers centric quote process was not there
- Longer time taken for pricing based on last quote price to customer
- No real–time information on quote status
Benefits:
- A pre-built Commerce Process with baseline, standard features used by virtually all customer implement
- Quote and sales order transactions associated with an opportunity or account are listed with actions to create, edit, create version, duplicate a transaction, and view a proposal
- Seamless support for the entire selling cycle
