Manage bundles and streamline the quoting process.
Enhance quoting efficiency by integrating product catalogs and pricing directly within your CRM. Utilize dynamic pricing strategies that adjust automatically when particular products are added to a quote. Leverage pricing rules, conditions, and actions to create sophisticated pricing models that align with your business requirements.
Empower sellers with negotiation tools, allowing them to apply discounts on complete quotes or specific products. Encourage buyer engagement through various discount strategies, including volume-based, compound, and proportional discounts. Safeguard profit margins by implementing approval processes for discounts that exceed predetermined thresholds, whether at the quote level or for individual products.
Speed up the closing of intricate deals while ensuring compliance with robust approval systems. Automate multi-departmental approval paths and reduce friction in the deal process through flexible or simultaneous workflows. Tailor your approval protocols to meet your organization's requirements by defining specific rules and conditions, such as triggers for approvals, user groups, permissions, and sequencing.
