Connectbase Features

Allows users to search, filter, sort and select items to be added to quote

Based on answering questions about customers the configurator automatically selects the best fit products

Rules ensure that users select only compatible options and that all required items are included

Pricing is displayed during configuration process so that users can quickly see how configuration changes impact the price

Images can be displayed of options to enable users to visualize product options as it is being configured

Ability to support multiple pricing models for one-time, recurring, and other items

Ability to manage discounts at quote and line level; ability manage discounts based on volume and customer agreements

Allows rules to be written in commercial process so that users don't make errors in pricing, terms, and other commercial considerations

Ensure that users automatically include the right terms based on items being quoted

Users can submit quotes, contracts, etc for approval and obtain appropriate approvals quickly

Allows users to renew existing contracts based on contracted pricing and existing assets already owned

Ability to easily group items on quotes; apply and manage discounts and pricing by group

Generate professional proposals with desired branding, product descriptions, pricing, terms, and visuals in desired format (pdf, xls, word)

Enables users to seemlessly convert quotes to orders with appropriate validations, workflow, and integration

Ability to convert accepted quotes into contracts; set up of required assets and contracts

Easily build and maintain configurator; flexibility to easily embed all desired business logic

Can easily build and maintain pricing logic required by business

Easily build and maintain workflows, misc commercial fields, commercial rules

Supports users working on a mobile devide (phone and/or tablet)

Provides functionality for channel partners to configure, price, quote and buy products in a self service environment

CRM integration is flexible and easy to maintain

System provides API's that can be used to easily integrate to financial and other 3rd party systems

Provides ability for very large quotes, number of products, users, rules, required by enterprise level customers

Easily generate desired reports and dashboard on configurations, pricing, and quoting

ERP integration is flexible and easy to maintain

Provides users with search tools in order to find the data they need quickly

Allows users to grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

Allows software to be easily used on multiple mobile devices, including phone and tablet devices

Provides features for email and messaging alerts surrounding contact and company updates

Allows multiple users to access and collaborate on the platform

Provides features for users to follow domestic and international privacy and data colelction compliance laws

Ability to create a map from different perspectives and with varying geographic features.

Create a map made up of points and lines that may have additional information assigned to them.

Ability to translate data and metrics into charts, graphs, and other ways to communication information.

Visualize different forms of data in one single image.

Make informed decisions and predict patterns based on data.

Select a point on the map and display data within a certain radius.

Use data to gather information about a specific location's geographic features.

Study data in live time to analyze any changes happening in the location.

Allows users to create custom market intellignece dashboards

Allows users to build and export reports for market data

Allows users to inegrate dashboards with analytics platforms, CRMs and marketing automation software

The ability to convert the format of source data to one required for the reporting system.

Easily design and refine dashboards and reports.

Integrating APIs that allow you to customize your tool as needed.

Provides NLP features for filtering data collection down to specific data points

Provides a wide selection of data sources for aggregated news and MARKET data

Allows users to make custom data collection queries

Provides features for users to verify, correct, and include additional information to a lead in order to enhance data accuracy

Provides advanced data points including but not limited to company size, org charts, technology installs, company funding history,

Provides features for tracking competitors websites including information such as pricing changes or new product features

Provides features for tracking competitor activity on social media

Allows users to benchmark their product against other competitors in order to understand competitive position in the market

Allows users to know how much financing has flowed to a particular industry with real deal activity visualizations

Generate personalized quotes and proposals that corresponds with each customer's tailored preferences and buying behavior

Analyzes data to suggest price adjustments instantly based on competitor pricing, demand, market prices, production costs, and other factors

Enhances guided selling by learning customer preferences and suggesting the most suitable products and services based on their individual needs

Works across multiple software systems or databases

Anticipates needs and offers suggestions without prompting