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Extend your client ordering portal with this flexible product builder to give your clients fast, accurate pricing for complex, configurable products

Empower B2B Sales with Configure Price Quote (CPQ) Feature

Cloudfy’s Configure Price Quote software gives you the ability to add a robust product builder feature right inside customers’ B2B ecommerce portal so they can easily obtain real-time automated quotes for your selection of complex, configurable merchandise. You can design this solution according to preset rules to provide error-free pricing – driven from tables and rules stored in your integrated ERP software. This streamlined approach to an otherwise complicated quotes process will free up your sales team so they can then spend less time filling out paperwork and more time building relationships, closing sales and increasing your revenues.

Simple Solution for Complex Products

For B2B companies with complex products that often come with hundreds of possible configurations, it can be time-consuming to define and meet your customers’ requirements. Sometimes, your clients won’t initially even know what customizations they want or need.

With this guided CPQ software, you can help your customers to specify their precise requirements, leading them through the ordering process with a behavior-driven questionnaire. When they have answered all the questions, you can provide your customers a product configuration that precisely meets their needs. What’s more, the solution can also calculate an exact price based on your own set of rules and/or tables.

By educating, informing, and supporting your clients throughout the ordering process, you create a seamless buying experience, saving time for your sales team, minimizing errors and increasing customer satisfaction and loyalty.

Optimize Sales and Pricing with CPQ

KEY BENEFITS

Fast Accurate Quotes

Cloudfy's CPQ software can automatically update the order requirements and provide an accurate real-time quote to your customers. And when your prices change inside your ERP , that new data will be fed to your CPQ and present your new figures.

Personalized Experience

Quotes can be pre-populated based on your customers' previous purchase criteria, and utilize customer specific pricing. These aspects help simplify the order process, improve the customer experience and give your clients the confidence you understand their needs.

Promotions & Offers

In your CPQ process, you can also include offers and promotions for specific customers or customer groups, flagged in your ERP, and add minimum orders and promotional time limits to help expedite your clients' decision-making process.

Reduced Sales Cycles

CPQ can reduce your sales cycle with rules-driven automation that simplifies product configuration, quoting, and ordering. It can also reduce errors for bundles and volume breaks, shortening the time to complete each deal.

Faster Delivery

With Configure Price Quote software, once your quote is approved, all the production requirements can be immediately shared across your business. By removing manual checking, you will minimize down-stream errors, reduce delays and speed-up payments.

Reduced Errors

Add rules to ensure your customers can only select a product you can deliver, minimizing errors and boosting satisfaction. Visual configurators let your customers see their customizations in real time, giving them confidence they are ordering exactly what they need.

RELATED FEATURE

If your products are bespoke, your shipping is complex or your prices aren’t stored in your ERP, Cloudfy gives you the ability to collect your customer’s request online, calculate your pricing and push that number back to your client’s shopping cart, along with an automated notice… Learn More

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