[ Zillian... Reviews ](https://www.g2.com/products/zilliant-cpq/reviews) [ Zillian... Reviews ](https://www.g2.com/products/zilliant-cpq/reviews) # Zilliant CPQ Features ##### ## Platform (50) Customization Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views. Workflow Capability Automates a process that requires a series of steps that typically require intervention by a several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action. User, Role, and Access Management Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. Internationalization Enables users to view and transact business with the same content in multiple languages and currencies. Sandbox / Test Environments Allows administrators to easily develop and test changes to the CRM deployment. After changes are made admins can easily migrate the changes into the "live" or "production" environment. Document & Content Mgmt. Allows consuming, publishing and editing content from a central interface. Content management for CRM systems might include presentations, documents, images and other related electronic files. Performance and Reliability Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took. Output Document Generation Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application. Mobile Access Access software remotely via mobile devices Lead Generation Manage the process of attracting and converting business prospects into leads CRM Integration CRM integration is flexible and easy to maintain Integration API System provides API's that can be used to easily integrate to financial and other 3rd party systems Internationalization System support multiple currencies and languages to enable business in multiple countries Scalability Provides ability for very large quotes, number of products, users, rules, required by enterprise level customers Reporting and Dashboards Easily generate desired reports and dashboard on configurations, pricing, and quoting ERP Integration ERP integration is flexible and easy to maintain Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Third-Party Integrations Set up connections to third-party platforms to improve business processes APIs System provides well documented API's that can be used to integrate to any 3rd Party or internal system. Customization Product provides tools to customize web store front, business process, etc. to meet unique business needs. Integrations to Add-on Tools Is easy to integrate to or has pre-packaged integrations to a wide variety of leading add on tools/software. User Management Enables customers to update their own user information, settings and preferences. Reporting / Analytics Provides standard and ad-hoc reporting ability to meet business requirements Security Software provides appropriate tools and certifications to protect against fraud and malicious attacks Admin Access Rights Provides ability to control editing rights by product category, geography etc. Test-to-Product Migration Functionality that enables administrators to test changes to products, store design, work flows etc in a test environment and schedule the changes to be migrated to the production version of the site Internationalization Provides features that enable business transactions throughout the world. Typical features are multi-language, multi-currency and taxation Cross Browser Support Enables store or site to provide the same user experience in all browsers and browser versions. Performance and Reliability Software performs well and runs with minimal unscheduled downtime Mobile Access Access software remotely via mobile devices SEO Management Optimize and manage the search engine optimization efforts for a website or digital content Shipping Management Manage and track orders being shipped to customers Campaign Management Create a collection of marketing actions to complete specific goals and plan and analyze campaign results Catalog Management Create and manage digital catalog of products/services with their details, specifications, and price Website Management Built-in website builder or integration with third-party site Promotions Management Design, communicate, and distribute incentives to perform a specific action Reviews Management Track and monitor reviews of products or services eCommerce Management Has a built-in eCommerce system or integrates with third-party systems to manage online sale of products Price/Margin Management Track and manage the profit margin between the cost of a product and its selling price. Application Management Track, manage and store the applications of potential future members, customers or candidates Product Data Management Capture, organize and track product-specific data and information in a centralized location Template Management Create, save, and re-purpose templates for emails, forms, etc. Multi-Channel Management Manage inventory, communication, marketing, orders & more across warehouses, stores and online channels Invoice Management Captures invoice data and maintains comprehensive records for auditing and reporting purposes Workflow Management Create, design and manage workflows for repetitive tasks Warehouse Management Manage and track operations and inventory within warehouses Sales Tax Management Calculation of consumption tax imposed on the sale of goods/services Customer Management Store and organize information about customers and previous interactions Communication Management Manage and track all internal and external communication conducted via calls, email, text, or chat Data Security Protect sensitive data for digital privacy Show More ##### ## Sales Force Automation (10) Contact & Account Management Store and retrieve information associated to customer contacts and accounts. Track company-wide communication and information about contacts and accounts. Partner Relationship Mgmt. (PRM) Manage partners by tracking channel partner leads and sales opportunities. Provide a partner portal to collaborate with channels on sales opportunities and to share product, pricing, quoting, ordering, and training information Opportunity & Pipeline Mgmt. Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide. Task / Activity Management Manage and track tasks and activities. Assign due dates and integrate to calendars to manage daily schedules and priorities. Territory & Quota Management Assign and manage sales quotas and territories. Track progress against quotas. Change as needed. Desktop Integration Allows users to sync their Email, Calendar and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration. Product & Price List Management Enter product/part numbers and manage the prices associated with them. Typically functionality allows users to add products and prices to opportunities and quotes if these modules are provided within the same system. Quote & Order Management Allows users to create a quote to be provided to a customer that contain at least products, prices and associated discounts. Order management allows users to process orders that contain products, prices and associated discounts. Customer Contract Management Management of contracts made with customers. Contract management includes negotiating the terms and conditions in contracts and ensuring compliance with the terms and conditions, as well as documenting and agreeing on any changes or amendments that may arise during its implementation or execution. Contract/License Management Track, store, and access client contracts or licenses Show More ##### ## Marketing Automation (6) Email Marketing Allows users to send email to contacts in bulk. Common features include: Built in Email templates, social media integration, Subscriber list management, sign up forms, success rate reports, AB testing and auto-responders. Lead Management Allows users to manage and track leads though a process. The lead process typically involves steps such as: 1. Lead Generation, 2. Customer Inquiry, Inquiry Capture, Lead Filtering, Lead Grading, Lead Distribution and Lead Qualification. Marketing ROI Analytics Enables analysis of effectiveness of an organizations various marketing activities Email Management Manage, store and organize emails within the system or via third-party apps File Management Create, save, and store files Deal Management Defines specific deal parameters to negotiate and secure deals Show More ##### ## Customer Support (19) Case Management Tracks issues/help requests reported by customers through the resolution process. Customer Support Portal Provides a convenient way for customers to get answers to inquiries, post service issues, place orders, view order histories, and gain access to other information contained in the knowledge base. Knowledge Base Information repository that provides a means for information to be collected, organized, shared, searched and utilized. Allows customers to get answers to common questions. Support Analytics Enables analysis of customer support activities to optimize customer support professionals, processes and tools. Workflow Management Create, design and manage workflows for repetitive tasks Opportunity Management Track all opportunities for potential sales and convert them into recurring revenue Sales Pipeline Management Pipeline view and tracking lead status Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Calendar Management Track and manage schedules and meetings via an integrated calendar Pipeline Management Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. Content Management Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving Communication Management Manage and track all internal and external communication conducted via calls, email, text, or chat Visual Analytics Interact with data visualization elements, such as charts and graphs, to drill down into data Template Management Create, save, and re-purpose templates for emails, forms, etc. Predictive Analytics Predict future data based on historical data sets Document Management Store, manage, and track all electronic documents in a centralized location Channel Management Manage various distribution channels, build relations with channel partners, and track their performance Commission Management Tracking, calculating, and paying commissions and earnings to employees Field Sales Management Manage or track sales completed by field teams/employees Show More ##### ## Integration (8) Data Import & Export Tools Ability to input, modify and extract data from the application in bulk through a structured file. Integration APIs Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications. Breadth of Partner Applications To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product. Third-Party Integration Addition of necessary external data, applications, tools, or features Internal Chat Integration Incorporation of a chat or messaging system within an organization's internal communication infrastructure Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Prospecting Tools Tools designed to streamline the process of lead generation and management for sales teams Real-Time Data Receive data and information in real time Show More ##### ## Mobile & Social (5) Mobile User Support Allows software to be easily used on multiple mobile devices include phone and tablet devices. Third-Party Integrations Set up connections to third-party platforms to improve business processes Social Media Integration Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc. Customer Support Provide online support for your customers through live chat or help desk functionality Multi-Channel Social Integration Integrate with more than one social media network Show More ##### ## Reporting & Analytics (3) Reporting Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports. Dashboards An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization’s Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance Forecasting Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates. Show More ##### ## Configuration - cpq (5) Product Catalog Allows users to search, filter, sort and select items to be added to quote Guided Selling Based on answering questions about customers the configurator automatically selects the best fit products Configuration Rules Rules ensure that users select only compatible options and that all required items are included Price Configuration Pricing is displayed during configuration process so that users can quickly see how configuration changes impact the price Visual Configuration Images can be displayed of options to enable users to visualize product options as it is being configured Show More ##### ## Pricing (6) Pricing Flexibility Ability to support multiple pricing models for one-time, recurring, and other items Discounting Ability to manage discounts at quote and line level; ability manage discounts based on volume and customer agreements Commerical Rules Allows rules to be written in commercial process so that users don't make errors in pricing, terms, and other commercial considerations Terms and Conditions Ensure that users automatically include the right terms based on items being quoted Approval Workflow Users can submit quotes, contracts, etc for approval and obtain appropriate approvals quickly Renewals Allows users to renew existing contracts based on contracted pricing and existing assets already owned Show More ##### ## Quoting (6) Grouping Ability to easily group items on quotes; apply and manage discounts and pricing by group Version Control Provides abilty for versions to expire, allows users to create new versions, revert to old versions and track changes from version to version Quote Document Generation Generate professional proposals with desired branding, product descriptions, pricing, terms, and visuals in desired format (pdf, xls, word) Ordering Enables users to seemlessly convert quotes to orders with appropriate validations, workflow, and integration Contracts Ability to convert accepted quotes into contracts; set up of required assets and contracts Approval Process Control Manage the process of evaluating documents or requests submitted for approval Show More ##### ## Admin (11) Configuration Ease of Admin Easily build and maintain configurator; flexibility to easily embed all desired business logic Pricing Administration Can easily build and maintain pricing logic required by business Workflow Management Easily build and maintain workflows, misc commercial fields, commercial rules Document Management Ability to easily build, update, customize, and maintain quotes, contracts, and other document outputs Contact Management Manage, organize, and store contact information Discount Management Track products that are for sale at a reduced price or part of coupon promotions Catalog Management Create and manage digital catalog of products/services with their details, specifications, and price Contract/License Management Track, store, and access client contracts or licenses Renewal Management Manage and track the renewal process for various services, subscriptions, contracts, or licenses Price/Margin Management Track and manage the profit margin between the cost of a product and its selling price. Order Management Manage and track customer orders for goods, investments, or any other purchases Show More ##### ## Channels (3) Mobile User Support Supports users working on a mobile devide (phone and/or tablet) Channel Partner Support Provides functionality for channel partners to configure, price, quote and buy products in a self service environment eCommerce End customer users can configure, price, and buy products in a self service environment online Show More ##### ## Merchandising/Marketing (6) Storefront Design Tools Provides standard templates with an easy to use tool set to customize the templates to showcase the stores brand and optimize the users experience Product Visualization Ability to display and manage photos, 3D views, videos etc for each product Recommendations / Personalization Personalize the buyers experience by displaying the most relevant products to the consumer and increase conversions using past buyer behavior and merchant-driven rules. Tools may include such as cross-sell/up sell, promotions, recommendations, guided selling, etc Promotions and Discounts Contains features that allow administrators to set up promotions on site, provide time based discounts, and enter coupon codes. Shopping Cart Abandonment Provide tools to help convert abandoned carts into sales. Saves items in shopping cart if a users does not complete the purchase. Allows users to continue order process in a future session. Emails users to remind them they have items in their cart. SEO Provides tools to drive traffic to pages via organic search Show More ##### ## Product Catalog (5) Content Management Ability to add/update products, product pricing, product information and other content included on eCommerce site. Product Configuration Ability to all users select options to configure the product or select product options. For example, color, size, etc. Product Search and Filtering Provides rich user experience to find products on site through site wide search, faceted navigation, product filtering and sorting Intangible Products Provides functionality specific to selling intangible products such as: Subscriptions, Trials, Perpetual Licencing, Downloads, Free Trials, etc. Discount Management Track products that are for sale at a reduced price or part of coupon promotions Show More ##### ## Order Process (18) Checkout Process Includes features that optimize user check out experience such as Shopping carts and Single Click Checkout, order summaries, receipts. Shipping Options Functionality that allows users to select shipping options based on price and delivery time. May integrate to 3rd Party shipping/fulfillment companies. Tax Display and Processing Displays appropriate tax to user based on local laws. Contains functionality to process tax in back end systems. May integrate to 3rd Party tax solutions. Payment Processing Supports required payment methods including credit card processing, purchase orders, paypal, etc. Contains appropriate fraud management functionality. Order Management Contains tools that enable administrators to manage placed orders to ensure all customer orders are processed correctly and on time. Returns / Refunds Functionality to allow users to process returns/refunds either via self service or contacting customer service. Retail Inventory Management Tracking, organizing, and controlling retail inventory throughout the supply chain and sales process Multi-Channel Fulfillment Contains distributed order management functionality so that an order can be fulfilled from a warehouse, a store, a vendor drop ship or an in store pick up. Returns Management Track and facilitate returns of products sold Order Processing Send / receive, process, and execute orders Order Fulfillment Manage the process of receiving, preparing, and delivering orders for goods/products Purchase Order Management Create, send, and track purchase orders and their statuses Backorder Management Manage customer orders that cannot be filled immediately due to out-of-stock items Special Order Management Manage special order requested by a customer Payment Options Offers multiple online payment options such as credit card, Paypal, gift cards, mobile payments, and more Sales Order Management An order generated by a seller to a customer, containing details about products or services Purchase Order Management Create, send, and track purchase orders and their statuses Credit Card Processing Accept and process credit card transactions Show More ##### ## Multi-Channel Support (8) Omnichannel Provides seamless approach to the consumer experience through all available shopping channels (Mobile, Social, Web, Point of Sale, catalog). Some times referred to Omni-Channel. Mobile Features that enable customers to easily to shop for products using a mobile device. Customer Service Provides features that enable customer services teams to interact with customers. Features may include chat and and phone support. B2B Includes features that that are valuable to B2B transactions. For example partner management, contract pricing, invoicing, product entitlement, contract management etc. Multi-Store Manage multiple teams and operations from a central location Point of Sale (POS) Integration Integrates with point of sale (POS) systems Social Media Integration Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc. Mobile Commerce Show More ##### ## Document Creation (6) Customizability: Variables and Fields Define fields to pull in dynamic information. Template Creation and Flexibility Easily assemble custom fields and variables into reusable templates to automate the proposal creation process. Rich Media How well the platform supports images, audio, and video in proposals. Online Document Creation Create adaptive online documents for view via browser or mobile device. PDF Creation Create attractive PDF versions of proposals. Custom Branding Brand proposals and the application's portal with your company's logos and branding. Show More ##### ## Workflow (2) Document Builder Interface Easily search for and add elements to a proposal. Assembly and Approval Workflows Automate workflows by routing documents to the correct individuals for adding content and approval. Show More ##### ## Analytics (2) Engagement Tracking Track who is looking at proposals and how often or for how long. Reporting and Dashboards Access pre-built and custom reports and dashboards on proposal volume and acceptance. Show More ##### ## Administration and Platform (14) User, Role, and Access Management Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. Alerts and Notifications Program in-app and email notifications for approval milestones or actions. CRM Integration Push and pull data from CRM to build proposals and update statuses with clients. Electronic Signature Digitally sign online documents CPQ Integration Push and pull data from quote applications to build proposals. API / Integrations Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications. Contract/License Management Track, store, and access client contracts or licenses Knowledge Base Management Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support Contact Management Manage, organize, and store contact information RFP Management Manage and process incoming documents detailing requests for proposals Workflow Management Create, design and manage workflows for repetitive tasks Document Management Store, manage, and track all electronic documents in a centralized location Task Management Create, manage and track all task activities and progression API Application programming interface that allows for integration with other systems/databases Show More ##### ## Visual Configuration (12) 2D Visualizations Enables products to be viewed and configured in two-dimensions. 3D Visualizations Enables products to be viewed, configured and interacted with in three-dimensions. CAD Visualizations Generate a CAD diagram using the features selected in a product configuration. AR Visual Configuration Overlays a 3D representation of the product being configured onto a background captured live by the camera of a phone or tablet. VR Visual Configuration Places the product inside a computer-generated 3D scene where they can see a 360-degree of the product in its surroundings. Drag-and-Drop Functionality Allows sales representatives and customers to drag features from a menu onto the visualization of the product. APIs and Integrations Visual configuration tools often integrate with other tools, most prominently CPQ solutions. Proposal Generation Create sales proposals based on the visual product configurations. Rule-based Configuration Configure products according to pre-defined rules and/or constraints Data Visualization Graphical representation of data Real-time Product Visualizations Visualize products in real time, as they are configured ERP integration Integrate with existing ERP systems Show More ##### ## Customer Requirements (3) Quoting Ability to create custom quotes based on customer requirements. Configuration Allows users to configure products and revise quotes accordingly. Pricing Provide standard pricing options that can be customized by customer. Show More ##### ## Contracts (3) Creation Deliver standard contract templates that can be modified by users. Negotiation Track contract changes made by all parties during negotiation. Execution Implement the final version of the contract, including SLAs. Show More ##### ## Revenue (2) Invoicing Monitor invoices and payments per product, customer, or contract. Recognition Perform revenue recognition to ensure that pricing or payment terms are accurate. Show More ##### ## Headless Commerce (5) Decoupling Ability to disconnect the front office from the back office of an e-commerce platform REST APIs Provide APIs that allow for interaction with RESTful web services Data Orchestration Capture and manage data from multiple sources and syncronize it with the front end and back end Customization Allows developers to customize the platform using multiple programming languages Extensibility Include prebuilt integrations with multiple systems such as ERP and CRM Show More ##### ## Generative AI (11) AI Text Generation Allows users to generate text based on a text prompt. Generative AI Use AI to generate content in the form of text, images, videos, etc. Proposal Generation Create proposals based on costs of labor and materials AI Text Generation Allows users to generate text based on a text prompt. Generative AI Use AI to generate content in the form of text, images, videos, etc. Proposal Generation Create proposals based on costs of labor and materials AI Text-to-Image Provides the ability to generate images from a text prompt. Generative AI Use AI to generate content in the form of text, images, videos, etc. AI Text Generation Allows users to generate text based on a text prompt. AI Text Summarization Condenses long documents or text into a brief summary. Generative AI Use AI to generate content in the form of text, images, videos, etc. Show More ##### ## Generative AI - cpq (3) Dynamic Quoting Generate personalized quotes and proposals that corresponds with each customer's tailored preferences and buying behavior Dynamic Pricing Analyzes data to suggest price adjustments instantly based on competitor pricing, demand, market prices, production costs, and other factors Personalized Sale Recommendations Enhances guided selling by learning customer preferences and suggesting the most suitable products and services based on their individual needs Show More ##### ## Agentic AI - SAP Store (7) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Show More ##### ## Agentic AI - E-Commerce Platforms (7) Autonomous Task Execution Capability to perform complex tasks without constant human input Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Accounting Integration Integrate with a third-party accounting system Show More ##### ## Agentic AI - CRM (8) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Calendar/Reminder System Notifications/alerts for upcoming events or tasks Show More ##### ## Additional Functionality (195) Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Data Import/Export Import and export data to and from software applications Lead Capture Automatically identify and save contact information of potential customers Batch Processing Software's ability to perform similar action on multiple similar files simultaneously Email Tracking Track delivered, received, and opened emails Tagging Attach digital tags to documents and assets for identification, search, or monitoring purposes Pipeline Reports Visual representation of sales prospects & how many deals are in your sales funnel, the stage each deal is in, and the value of deals. Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Segmentation Group leads or contacts based on their specific characteristics Customizable Fields Customize data fields to support various needs and use cases Role-Based Permissions Set & manage permission levels based on user roles and restrict access to only authorized individuals Interaction Tracking Track interaction history by documenting conversations for contacts CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Document Storage Store and organize documents in a centralized system AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Contact Database Centralized database of stakeholders and their contact information such as names, address, phone number etc. Referral Tracking Log and store the source of contacts/leads Quotes/Estimates Generate quotes or estimates for customers Multi-Channel Communication Allows communication with customers or users via multiple channels such as phone, email, live chat, etc. Lead Qualification Score a lead on their quality or likelihood to buy based on certain behaviors Marketing Automation Automate workflows and trigger campaigns based on customer actions Email Templates Pre-made examples and templates for emails Sales Reports Reports specific to sales analysis for trends and strategies Customer Journey Mapping Visualize and analyze customer experience across all touchpoints and channels Reminders Timed notification for any upcoming task, deadline, appointment, or activity Lead Scoring Score a lead based on quality or likelihood to buy/convert based on predetermined criteria Data Security Protect sensitive data for digital privacy Customizable Reports Alter the layout and content of reports Calendar Sync Synchronize with other calendars to view mutual availability and schedules For Startups Primarily serving startup companies Performance Metrics A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Sales Trend Analysis Analyze the current state of sales data to accurately understand trends and forecast future sales numbers. For iPad Devices Operate/access software on iPad Devices Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Activity Tracking Track and document all activities across devices, networks, and other systems Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns For Mac Devices Operate/access software on Mac Devices Landing Pages/Web Forms Create landing pages or online forms designed to capture new leads and prospects Lead Nurturing Engage with a lead throughout the sales process by actively providing information Gamification Games or game-like elements to track progress and reward accomplishments Prioritization Arrange tasks based on the level of priority or urgency Web-based Deployment SaaS, web-based, online deployment Softphone Use your computer as a phone device to make calls over the internet Single Sign On Allow users to access multiple services after entering their login credentials once Customer Database A collection of customer information such as contact details, demographics, previous interactions, etc. Event Triggered Actions Predefined actions automatically performed on the occurance of specific events Mobile App Access the system via a mobile application Email Sequences Set up automated email sequences to streamline outreach and engage leads/contacts Customer Segmentation Process of dividing customers into groups based on common characteristics Lead Assignment Manually or automatically assign leads to sales reps For Small Businesses Designed for small businesses Live Chat Ability to chat online in real time Business Card/Badge Scanning Capture contact information by scanning a physical item and having the system automatically extract data from the scan Data Visualization Graphical representation of data Customer Social Profiles Track customers' activities across social networks and maintain details about their demographics, preferences & more Social Promotion Market event via social media tools Monitoring Observe and track the demand, usage, progress or quality of a system, product, or user Engagement Tracking Tracks metrics that provide insight into how a user interacts with any interface or product Social Media Monitoring Track activity on sites such as Facebook, Twitter, Instagram, etc. Customer Engagement Initiate interactions with customers by proactively starting conversations or providing informational content Sentiment Analysis Categorize emotions expressed in written text or images and identify if they are positive, negative or neutral Brand Tracking Monitor social media posts or web that mention a particular brand Audience Targeting Identify a particular segment of population based on specific criteria and customize your efforts to attract their attention Workflow Automation Streamlining repetitive tasks and activities through automated and predefined workflows Inventory Control Monitor product stock levels AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Reordering Accept and track repeat orders Bulk Ordering Accept and track orders with multiple items Multi-Currency Manage and handle various international currencies Customer Accounts Record customer information, purchase history, and other notes Multi-Location Manage and support multiple locations Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Shopping Cart Checkout of online store Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Data Synchronization Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency Order Tracking Track orders throughout the fulfillment process Email Marketing Create and send email blasts/campaigns Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Loyalty Program Offer prizes, discounts, and other incentives for customers to earn reward points on purchases and redeem them for future purchases Multi-Channel Marketing Coordinate marketing efforts across channels (email, landing pages, social media, etc.) Templates Sample files or documents that could be customized as needed or used as is Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Inventory Tracking Track and monitor inventory items, such as raw materials, unfinished goods, and ready-to-sell items Customizable Branding Add customized logos and colors to align with company branding CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Kitting Group and package individual but related items as one package set Customer Touchpoints Identify specific interactions between customers and brands Customer Segmentation Process of dividing customers into groups based on common characteristics Web/Mobile App Development Create/edit commerce applications for mobile devices and/or web Product Catalog Present a catalog of inventory that customers can view Inventory Optimization Maintain and control the stock level of inventory De-Coupled Front & Back Ends Separate front and back end platforms to make coding changes without affecting user experience Customer Database A collection of customer information such as contact details, demographics, previous interactions, etc. Activity Tracking Track and document all activities across devices, networks, and other systems Conversion Tracking Measure return on ad spend by tracking the actions people take such as sign up or download after engaging with ads Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria Access Controls/Permissions Define levels of authorization for access to specific files or systems Barcode/Ticket Scanning Scan barcodes to ensure accurate pricing and label tracking Product Configurator Customize the specifications of a finished product to meet the particular needs of a customer Data Import/Export Import and export data to and from software applications Inventory Auditing Cross-checking financial records with physical inventory counts and records Quotes/Estimates Generate quotes or estimates for customers Customer History Access previous interactions or concerns to maintain customer relationships Invoice Creation Create invoices from scratch or have recurring invoices For Small Businesses Designed for small businesses Abandoned Cart Saver Built-in tool that sends an email invitation to customers who have added an item to their cart but left before completing checkout Sales Trend Analysis Analyze the current state of sales data to accurately understand trends and forecast future sales numbers. Inventory Management Track and manage inventory levels to maintain proper supply Client Portal Private online space that lets businesses securely share documents and provide information access to clients Design Management Collaborate on creating a product by sharing and adjusting designs through a shared portal API Application programming interface that allows for integration with other systems/databases Order Processing Send / receive, process, and execute orders Order Management Manage and track customer orders for goods, investments, or any other purchases Sales Order Management An order generated by a seller to a customer, containing details about products or services Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Workflow Management Create, design and manage workflows for repetitive tasks Discount Management Track products that are for sale at a reduced price or part of coupon promotions 3D Imaging Representation of any object in 3D Multi-Currency Manage and handle various international currencies Template Management Create, save, and re-purpose templates for emails, forms, etc. Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns For Customer Use For use by customers Customizable Branding Add customized logos and colors to align with company branding Pricing and Cost Calculations Calculate rule-based prices for a product/service Sales Reports Reports specific to sales analysis for trends and strategies Monitoring Observe and track the demand, usage, progress or quality of a system, product, or user Product Catalog Present a catalog of inventory that customers can view CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Sales Trend Analysis Analyze the current state of sales data to accurately understand trends and forecast future sales numbers. Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements 2D Drawing Drawing and modeling designs within 2D flat dimensions Document Management Store, manage, and track all electronic documents in a centralized location Online Catalog An online catalog of inventory that customers can view Bills of Material Material list of manufacturing parts and associated costs Multi-Language Manage and support multiple languages Product Data Management Capture, organize and track product-specific data and information in a centralized location Approval Process Control Manage the process of evaluating documents or requests submitted for approval Access Controls/Permissions Define levels of authorization for access to specific files or systems Data Synchronization Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency Order Entry Entering, storing, and transmitting electronic and/or online orders, tests and other services for all types of industries Quotes/Estimates Generate quotes or estimates for customers Catalog Management Create and manage digital catalog of products/services with their details, specifications, and price Price/Margin Management Track and manage the profit margin between the cost of a product and its selling price. AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Version Control Track revisions and updates made to files and navigate between different versions Configuration Management Identify component attributes like servers, hardware, software, and manage relationships across all services eCommerce Management Has a built-in eCommerce system or integrates with third-party systems to manage online sale of products Self Service Portal Online portal through which end users can access the system, manage tasks, or obtain information Sales Automation Automate processes to manage leads, contacts, opportunities and sales activities For Internal Use Usage of documents or items within a specific organization 3D Digital Asset Management Store and manage 3D digital assets Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Templates Sample files or documents that could be customized as needed or used as is Collaboration Tools Provides a channel for team members to share media files, communicate, and work together AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Automatic Formatting Automatically formats data in a predetermined way Client Portal Private online space that lets businesses securely share documents and provide information access to clients Access Controls/Permissions Define levels of authorization for access to specific files or systems Quotes/Estimates Generate quotes or estimates for customers Customizable Reports Alter the layout and content of reports Content Library Centralized repository to store content and assets Data Import/Export Import and export data to and from software applications Document Review Review and analyze existing information across documents Document Automation Automated or logic-based workflows that assist in the creation of electronic documents Reminders Timed notification for any upcoming task, deadline, appointment, or activity Audit Trail A record of all activities within the system, including user access, changes made, etc. Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Approval Process Control Manage the process of evaluating documents or requests submitted for approval Version Control Track revisions and updates made to files and navigate between different versions Price and Cost Calculations Calculate rule-based prices for a product/service Data Visualization Graphical representation of data Rules Engine It is a logic or a condition that executes business rules in a runtime production environment Real-Time Data Receive data and information in real time Quotes/Estimates Generate quotes or estimates for customers Audit Trail A record of all activities within the system, including user access, changes made, etc. Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Access Controls/Permissions Define levels of authorization for access to specific files or systems Sales Automation Automate processes to manage leads, contacts, opportunities and sales activities Document Storage Store and organize documents in a centralized system AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Product Configurator Customize the specifications of a finished product to meet the particular needs of a customer Self Service Portal Online portal through which end users can access the system, manage tasks, or obtain information Forecasting Form predictions based on past and present data/trends Bills of Material Material list of manufacturing parts and associated costs Multi-Currency Manage and handle various international currencies Generative AI Use AI to generate content in the form of text, images, videos, etc. Customizable Branding Add customized logos and colors to align with company branding Electronic Signature Digitally sign online documents Document Templates Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Show More ## 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[View Glossary](/glossary) [Case Management](/glossary/case-management) Case management refers to the processing of data and procedures for resolving cases. Learn more about case management, its benefits, and its applications. [Intangible Products](/glossary/intangible-products-definition) Intangible products refer to company offerings that are not physical in nature. Learn more about intangible products, what falls into the category, and how to sell products that can’t be touched. [Approval Workflow](/glossary/approval-workflow-definition) Approval workflow is a business practice in which individuals must approve data or tasks at specific points in a process. Learn more about approval workflows, their best practices, and how businesses can use workflow automation to ease the process. [Checkout Process](/glossary/checkout-process-definition) The checkout process how a customer goes through to finalize a purchase when shopping online. Learn the checkout process and best practices to follow. [Document Builder](/glossary/document-builder-definition) A document builder is a software application that is used to create text-based documents. 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