Automation of Quotes process

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’)

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