Key Features

• Product Configuration: Configure a combination of products and services via a flexible rules engine. Automate complex configurations and include product items, masters, variants, values, route records and material bills in configured outputs. 
• Pricing Management: Control margins by applying precise and uniform costs for products across all channels. Provides multi-currency support, searchable product catalogs for standard and customized products, and special-request handling. Teams can implement pricing rules on concessions. 
• Multi-Channel Sales Portal: Use the module within Microsoft Dynamics AX, Microsoft Dynamics CRM and existing e-commerce platforms to manage CPQ processes across sales channels and enterprise information solutions. Sales teams can sell products and services via an integrated web portal. Receive costs and discount information in real time, and collaboratively access product options and price lists. 
• Guided Selling: Streamline the quote-to-order process by assigning role-based capabilities to the sales team at every step. Provides needs-based product selection, visualizations and configurations, output generation, dynamic pricing, and cross-sell and up-sell recommendations. 
• Quote Management: Create quotes for any combination of products and services with flexible structures. Provides quote approvals, revision control and templates for regularly sold items. Sales reps can define profitability levels for every custom configuration and sell the most buildable versions. 
• Proposal: Automatically generate detailed proposals, quotes and documents using data, templates and rules. 
• Reporting: Use native Microsoft reporting and dashboards to analyze popularity trends, margin performance and promotion success. Access pricing information across multiple channels. 
• Integrations: Improve adoption and streamline CPQ processes by embedding the solution into Microsoft Dynamics 365 CRM. Provides connections with SAP ECC, Solidworks, ERPs and CAD, and an open integration layer for enterprise modules. 
• Dealer Portal: Authorized dealers, distributors and reps can access role-based quoting capabilities in addition to customer information, products and dealer-centric quotes. 
• Mobile-Optimization: Automatically configure a seamless customer experience for mobile devices and desktops with responsive design technology. 

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