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Configure Price Quote (CPQ)

Streamline your process for capturing complex B2B orders

rubix cube configuration

Cloudfy’s enhanced Configure Price Quote (CPQ) feature, integrated with your ERP software, gives you the ability to automate quotes for products with complex configurations. Quotes can be automated according to preset rules to provide error-free pricing that takes into account variables such as quantities, discounts, customization and optional features. With a streamlined process, your sales team can then spend their time building relationships, closing sales and increasing revenue.

Ideal 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 customers won’t initially know what they want.

Through guided-selling 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 a product configuration and price that will precisely meet their needs.

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

example of our cpq builder

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, 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.

If you would like to see if our CPQ can meet the needs of your complex B2B ordering process, contact us now to request your free demo.

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B2B Features Out-of-the-box