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


  • 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
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