Smarter Quoting (CPQ X) with Guided Selling
- Built easy-to-follow quote flows for quicker, more accurate deals.
- Added smart suggestions for upgrades and add-ons, boosting deal size.
- Enabled simplified product filters and structured layouts.
- Supported multi-entity quoting, allowing reps to select the correct legal/billing entity during quote creation.
- Enabled Multi-Subscription Quoting (MSQ) for large enterprise deals involving multiple billing accounts, reducing quote time by 40%+.
Simplified Product Catalog & Global Pricing
- Designed a unified, clean product catalog using price segmentations, minimizing duplication and accelerating go-to-market.
- Configured pricing models for all monetization types:
- One-time charges
- Recurring subscriptions (flat fee, per unit, tiered, volume)
- Usage-based pricing (pay-as-you-go, prepaid, overage)
- Automated billing triggers, tax logic, and proration rules.
- Enabled multi-currency pricing and ERP SKU mapping to support global scale.
Smarter Quoting (CPQ X) with Guided Selling
Simplified Product Catalog & Global Pricing
Easy Renewals, Upgrades & Amendments
Automated & Unified Billing For Every Channel
End-to-End Order & Subscription Management
Smarter Quoting (CPQ X) with Guided Selling
- Built easy-to-follow quote flows for quicker, more accurate deals.
- Added smart suggestions for upgrades and add-ons, boosting deal size.
- Enabled simplified product filters and structured layouts.
- Supported multi-entity quoting, allowing reps to select the correct legal/billing entity during quote creation.
- Enabled Multi-Subscription Quoting (MSQ) for large enterprise deals involving multiple billing accounts, reducing quote time by 40%+
Simplified Product Catalog & Global Pricing
- Designed a unified, clean product catalog using price segmentations, minimizing duplication and accelerating go-to-market.
- Configured pricing models for all monetization types:
- One-time charges
- Recurring subscriptions (flat fee, per unit, tiered, volume)
- Usage-based pricing (pay-as-you-go, prepaid, overage)
- Automated billing triggers, tax logic, and proration rules.
- Enabled multi-currency pricing and ERP SKU mapping to support global scale
Easy Renewals, Upgrades & Amendments
- Designed renewal flows that adapt to mid-term T&C adjustments.
- Empowered reps with add-on, swap, and upsell guidance to grow revenue.
- Enabled on-demand contract changes—no IT tickets needed.
- Set up automated reminders and quotes to reduce churn
Automated & Unified Billing For Every Channel
- Centralized billing across all channels—Salesforce, Zuora, websites, and partners.
- Combined all charges into one clear invoice: subscriptions, one-time, or usage.
- Supported flexible billing cycles—monthly, quarterly, yearly—automated from end to end
End-to-End Order & Subscription Management
- Used Zuora to manage the full order journey from quote to billing, allowing clients to manage subscriptions from quote, website, or APIs in one platform.
- Enabled real-time changes to subscriptions—add products, update terms, or cancel without IT delays.
- Surfaced key subscription KPIs including:
- Monthly Recurring Revenue (MRR)
- Total Contract Value (TCV)
- Total Contracted Billing (TCB)
- Quantity & Term metrics for proactive planning
Smarter Quoting (CPQ X) with Guided Selling
Simplified Product Catalog & Global Pricing
Easy Renewals, Upgrades & Amendments
Automated & Unified Billing For Every Channel
End-to-End Order & Subscription Management
Smarter Quoting (CPQ X) with Guided Selling
- Built easy-to-follow quote flows for quicker, more accurate deals.
- Added smart suggestions for upgrades and add-ons, boosting deal size.
- Enabled simplified product filters and structured layouts.
- Supported multi-entity quoting, allowing reps to select the correct legal/billing entity during quote creation.
- Enabled Multi-Subscription Quoting (MSQ) for large enterprise deals involving multiple billing accounts, reducing quote time by 40%+
Simplified Product Catalog & Global Pricing
- Designed a unified, clean product catalog using price segmentations, minimizing duplication and accelerating go-to-market.
- Configured pricing models for all monetization types:
- One-time charges
- Recurring subscriptions (flat fee, per unit, tiered, volume)
- Usage-based pricing (pay-as-you-go, prepaid, overage)
- Automated billing triggers, tax logic, and proration rules.
- Enabled multi-currency pricing and ERP SKU mapping to support global scale
Easy Renewals, Upgrades & Amendments
- Designed renewal flows that adapt to mid-term T&C adjustments.
- Empowered reps with add-on, swap, and upsell guidance to grow revenue.
- Enabled on-demand contract changes—no IT tickets needed.
- Set up automated reminders and quotes to reduce churn
Automated & Unified Billing For Every Channel
- Centralized billing across all channels—Salesforce, Zuora, websites, and partners.
- Combined all charges into one clear invoice: subscriptions, one-time, or usage.
- Supported flexible billing cycles—monthly, quarterly, yearly—automated from end to end
End-to-End Order & Subscription Management
- Used Zuora to manage the full order journey from quote to billing, allowing clients to manage subscriptions from quote, website, or APIs in one platform.
- Enabled real-time changes to subscriptions—add products, update terms, or cancel without IT delays.
- Surfaced key subscription KPIs including:
- Monthly Recurring Revenue (MRR)
- Total Contract Value (TCV)
- Total Contracted Billing (TCB)
- Quantity & Term metrics for proactive planning