Cliquote CPQ is a comprehensive Configure, Price, Quote (CPQ software solution designed to streamline and automate the sales process for small and medium-sized businesses across various tech-related industries. By integrating seamlessly with existing CRM platforms, Cliquote enables sales teams to generate accurate, customized quotes in real-time, reducing manual errors and accelerating deal closures. Its intuitive interface and robust features empower organizations to enhance operational efficiency, improve customer satisfaction, and drive revenue growth.
Key Features and Functionality:
- Configuration: Offers a guided selling journey, allowing users to dynamically combine products, create personalized user experiences, and configure multiple products simultaneously.
- Pricing: Calculates pricing in real-time, defines customizable pricing rules, supports various pricing models, and provides detailed pricing information.
- Quoting and Proposal Generation: Enables the creation of professional proposals in preferred formats, integrates seamlessly with CRM systems to manage all quotes, and pulls in necessary data efficiently.
- Approval Workflow: Defines approval limits by role and user, automates the approval process, maintains audit trails for comments, changes, and approvals, and supports eSignatures for customer approvals.
Primary Value and Solutions Provided:
Cliquote CPQ addresses common challenges in the sales process by automating and optimizing key functions:
- Increased Sales Speed: Guided sales processes lead to faster quote generation, reducing sales administration time and minimizing order errors.
- Higher Revenue: Automated online sales processes facilitate accurate configuration of solution bundles, promoting cross-selling and up-selling opportunities.
- Improved Insights: Provides better decision-making capabilities with comprehensive quoting and customer product data, enabling accurate revenue and margin forecasting.
- Enhanced Accuracy and Time Savings: Automation and key system integrations save hours of work for sales teams, with a robust rules engine eliminating human errors.
- Flexibility: Integrated CPQ solutions allow for swift product catalog management and pricing updates, reducing the time required from hours to seconds.
By implementing Cliquote CPQ, businesses can streamline their sales processes, enhance customer experiences, and achieve sustainable growth through efficient and accurate quoting and proposal generation.
