[
Zilliant Reviews
](https://www.g2.com/products/zilliant/reviews)

[
Zilliant Reviews
](https://www.g2.com/products/zilliant/reviews)

# Zilliant Features

##### 
## 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

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##### 
## 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

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##### 
## 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

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##### 
## 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

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##### 
## 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

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##### 
## Platform (7)

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

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##### 
## Data Sourcing (5)

Data Sourcing

Compiles data from a breadth of either internal or external sources.

Exporting & Sharing Data

Enables user to communicate data by securely exporting and sharing it.

Multi-Device Data Visualization

Allows users to view data visualizations on several devices.

Interactive Dashboards

Dashboards which are customizable and interactive so that the user can view sales information in a way that fits his or her needs.

Data Segmentation

Enables user to segment customer or prospect data in meaningful ways such as by industry or region.

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##### 
## Predictive Analytics (9)

Lead Scoring

Provides scores or rankings of each prospect based on the data provided.

Opportunity Scoring

Provides insights to determine which deals already in the pipeline have the best chance of closing.

Risk Analysis

Warns sales teams of accounts that may be at risk of being lost.

Live Forecasting

Provides live customer data so that sales organizations forecasts stay current.

Budgeting/Forecasting

Create budgets based on historical data and future projections

Correlation Analysis

Competitive Analysis

Evaluating strengths and weaknesses of companies with the same target audience

Sales Trend Analysis

Analyze the current state of sales data to accurately understand trends and forecast future sales numbers.

Statistical Analysis

Apply statistical/mathematical models to sets of data

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##### 
## Sales Management (10)

Live Pipeline Management

Updates every time a change is made enabling users to trace a deal through the pipeline.

Account-Based Analytics

Provides insightful data at the account level to arm salespeople with the most relevant information possible.

Activity Tracking

Enables sales managers to stay on top of their team activities by providing visibility into customer communication.

Predictive Analytics

Predict future data based on historical data sets

Visual Analytics

Interact with data visualization elements, such as charts and graphs, to drill down into data

Task Management

Create, manage and track all task activities and progression

Contact Management

Manage, organize, and store contact information

Lead Management

Store information about leads or contacts and track, manage and nurture them throughout the sales process

Opportunity Management

Track all opportunities for potential sales and convert them into recurring revenue

Workflow Management

Create, design and manage workflows for repetitive tasks

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##### 
## Lead Facilitation (1)

Lead Qualification

Automatically calculates which leads are the most likely to become a customer.

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##### 
## Organization (14)

Data Entry

Automates the entry of collected data.

Integrations / 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.

Third-Party Integrations

Set up connections to third-party platforms to improve business processes

Meeting Management

Manage the process of planning and scheduling meetings, including agenda creation

Calendar Management

Track and manage schedules and meetings via an integrated calendar

Call Management

Document Management

Store, manage, and track all electronic documents in a centralized location

Contact Management

Manage, organize, and store contact information

Task Management

Create, manage and track all task activities and progression

Lead Management

Store information about leads or contacts and track, manage and nurture them throughout the sales process

Content Management

Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving

Notes Management

Allow users to create, edit, and sort multiple notes

Sales Activity Management

Define, track, and/or automate sales activities and sales processes

Email Management

Manage, store and organize emails within the system or via third-party apps

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##### 
## Performance Analysis (4)

Coaching

Provides real-time coaching to sales representatives.

Peformance Tracking

Tracks and analyzes sales representative performance.

Email Tracking

Track delivered, received, and opened emails

Call Tracking

Process to identify source of incoming calls, date, time, duration or caller type using a unique phone number

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##### 
## Sales Analysis (2)

ROI Forecasting

Measure return on investment and leverage data to predict profitability of future projects.

Sales Forecasting

Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates.

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##### 
## Generative AI (1)

Generative AI

Use AI to generate content in the form of text, images, videos, etc.

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##### 
## 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

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##### 
## Platform - Pricing (18)

Dynamic Pricing

Allows flexibility for automatically adjusting prices of products or services based on real-time market conditions, competition, demand, or other factors.

Customer Segmentation

Differentiates pricing by customer type, geography, products, services or sales channel.

Price Execution

Performs complex price calculations and delivers prices directly into front-end sales and commerce systems, such as CPQ tools, CRMs, ERPs, and eCommerce platforms.

Price Management

Sets prices for new products, updates existing price lists or matrix pricing, and customer-specific pricing including discounts, rebates, and promotions.

Price Monitoring

Monitors price strategy of competitors to make informed pricing decisions.

Approved Workflows

Implements role-based controls and streamlines workflows automatically for approving price changes or exceptions.

Pricing Analytics

Provides visualized reports or dashboards to analyze data of current pricing performance, trends, and opportunities.

Omnichannel Pricing

Manages price lists to synchronize consistency across multi-channels, products, services, regions, and customer segments.

Elasticity-based pricing

Calculate the price elasticity of demand by analyzing pricing and market data to find the most optimal price points

eCommerce Management

Has a built-in eCommerce system or integrates with third-party systems to manage online sale of products

Inventory Management

Track and manage inventory levels to maintain proper supply

Price/Margin Management

Track and manage the profit margin between the cost of a product and its selling price.

Promotions Management

Design, communicate, and distribute incentives to perform a specific action

Product Data Management

Capture, organize and track product-specific data and information in a centralized location

Real-Time Monitoring

Active monitoring of systems, applications, or networks

Visual Analytics

Interact with data visualization elements, such as charts and graphs, to drill down into data

Predictive Analytics

Predict future data based on historical data sets

Real-Time Analytics

Analyze and gain insights into data in real-time

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##### 
## Integration - Pricing (3)

ERP Integration

Allows ERP integration, and is flexible and easy to maintain.

Integration API

Provides API's that can be used to easily integrate to other third party systems or software applications.

CRM Integration

Allows CRM integration, and is flexible and easy to maintain.

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##### 
## Artificial Intelligence - Pricing (4)

Price Optimization

Optimizes prices automatically from adapting to market changes, analyzing historical data, and predicting outcomes of various pricing scenarios for maximizing revenue.

Personalized Pricing

Offers personalized prices and promotions to different customer segments based on their individual preferences, behavior, or purchase history.

Real-time Insights

Provides intelligent pricing insights and analysis with data-driven recommendations.

Promotion Optimization

Assess and optimize pricing markdowns, special offers, or other promos

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##### 
## 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

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##### 
## Agentic AI - Pricing (6)

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

Machine Learning

Enable businesses to implement machine learning algorithms on business data such as sales and revenue

Third-Party Integrations

Set up connections to third-party platforms to improve business processes

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##### 
## Agentic AI - Sales Analytics (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

Third-Party Integrations

Set up connections to third-party platforms to improve business processes

CRM Integration

Integration with third-party CRM systems

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##### 
## Agentic AI - AI Sales Assistant (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

AI/Machine Learning

Software program that continuously adjusts its behavior based on observed data

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##### 
## Additional Functionality (100)

Email Response Control

Speech Recognition

Train your system to interpret and transcribe voice messages

Customer Engagement

Initiate interactions with customers by proactively starting conversations or providing informational content

Dashboard

Assembly of graphs and charts for visualizing and tracking statistics/metrics

Chat/Messaging

Communicate using direct chat or messages within the system

AI Writing Assistant

Generates and edits text using machine learning

For Sales Teams/Organizations

Caters to sales teams

Sales Automation

Automate processes to manage leads, contacts, opportunities and sales activities

Alerts/Notifications

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

CRM

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Predictive Analytics

Predict future data based on historical data sets

Lead Scoring

Score a lead based on quality or likelihood to buy/convert based on predetermined criteria

Templates

Sample files or documents that could be customized as needed or used as is

Reminders

Timed notification for any upcoming task, deadline, appointment, or activity

Email Templates

Pre-made examples and templates for emails

SMS Messaging

Send messages via SMS

Personalization

Adjust communications based on previous interactions or personal preferences

Reporting/Analytics

View and track pertinent metrics to find patterns and gain insights from data

Conversation Intelligence

Recording, transcription, and analysis of sales calls for the purpose of training and generating insights

Lead Engagement

Communicate with potential customers by distributing promotional/informational materials via social media, email or other channels

Customer Database

A collection of customer information such as contact details, demographics, previous interactions, etc.

AI Copilot

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Dynamic Modeling

Ability to learn and adapt from interactions with environment and data, and to model varying behavior over time.

Lead Qualification

Score a lead on their quality or likelihood to buy based on certain behaviors

Lead Capture

Automatically identify and save contact information of potential customers

Real-Time Reporting

Active reporting of data and metrics

Contact Database

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

API

Application programming interface that allows for integration with other systems/databases

Reporting & Statistics

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Role-Based Permissions

Set & manage permission levels based on user roles and restrict access to only authorized individuals

Collaboration Tools

Provides a channel for team members to share media files, communicate, and work together

Dashboard Creation

Creation and customization of dashboards

Modeling & Simulation

Using physical, mathematical, or logical models as a basis for simulations to generate data for managerial or technical decision-making

Exception Reporting

Generative AI

Use AI to generate content in the form of text, images, videos, etc.

Sales Reports

Reports specific to sales analysis for trends and strategies

Performance Metrics

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

"What If" Scenarios

Method used in decision-making that allows businesses to input variables to forecast potential outcomes or possibilities

Customizable Reports

Alter the layout and content of reports

Data Import/Export

Import and export data to and from software applications

AI Copilot

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Graphical Data Presentation

Visual representation of data using various graphical elements such as charts, graphs, maps & other visual aids

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

Alerts/Notifications

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Business Process Control

Define and maintain business rules that determine workflow capabilities and criteria

Multi-Currency

Manage and handle various international currencies

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.

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

Benchmarking

Compare key metrics for the business against prominent players in the industry

Behavior Tracking

Track visitors'/audience's responses across web pages and other optimized content

Profitability Analysis

Evaluate the degree to which business operations bring monetary gains

Real-Time Data

Receive data and information in real time

Trend Analysis

Review data from past periods to reveal recurring tendencies and predict future performance

Reporting & Statistics

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Customer Profiles

Record customer information, purchase history, and other notes

Repricing engine

AI-driven algorithms that allow for automatic repricing in real-time

Predictive Pricing Models

Use simulation models and scenario planning to predict and compare strategy outcomes for prices and promotions

Sales Reports

Reports specific to sales analysis for trends and strategies

AI Copilot

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Sales Trend Analysis

Analyze the current state of sales data to accurately understand trends and forecast future sales numbers.

Forecasting

Form predictions based on past and present data/trends

Market Data Analysis

Collect & analyze data from multiple sources to get insights into competing products, customer behavior, pricing & marketing strategies

Custom Pricing Rules

Create custom predefined rules for prices for products and services

Multi-Currency

Manage and handle various international currencies

Product Catalog

Present a catalog of inventory that customers can view

Competitor Price Tracking

Monitor and compare prices for competing products

Data Import/Export

Import and export data to and from software applications

Sales Forecasting

Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports.

Generative AI

Use AI to generate content in the form of text, images, videos, etc.

Strategic Planning

At a high level, visualize a preferred outcome, define goals and identify specific steps to achieve them

Search/Filter

Search and filter data across systems to locate required information by entering keywords or certain criteria

Cost Analysis

Analyze and calculate business costs

Scenario Planning

Develop potential scenarios to identify risks and opportunities

Price Forecasting

Form predictions for optimal prices based on past and present data (market data, competitor products, special events, weather, etc.)

Price differentiation

Create unique pricing based on product, store, geography, or customer segmentation

Multi-Store

Manage multiple teams and operations from a central location

Customizable Reports

Alter the layout and content of reports

Show More

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##### Categories on G2

[
AI Sales Assistant
](https://www.g2.com/categories/ai-sales-assistant)[
Sales Analytics
](https://www.g2.com/categories/sales-analytics)[
SAP Store
](https://www.g2.com/categories/sap-store)

[
CPQ
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Pricing
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