TheCloudPartner - BluePrint: Quote to Cash
Start
Opportunity
Quote
Order
Contract
Subscription
Invoice/Billing
Revenue Recognition
End
Cancellation (Full Vs Partial)
Renewals
Amendments
New Sales Process
Automation
Guided Selling
Faster Turnaround
Improved Accuracy
Personalized Service
Creating proposals, quotes, contracts, and other vital documents takes time, and leaves little room for error.
CPQ solutions allow your sales managers to automate these important steps. By pulling from all relevant data, CPQ tools can create accurate, professional documents at the push of a button.
The best sales reps are able to quickly identify which products or services would be the best fit for each customer.
Advanced CPQ solutions gather and analyze client data, creating a detailed picture of who your customer is, and what they care about. This gives sales managers an edge when it comes to selling. It?s so effectives that sales
representatives who use CPQ are 26% more likely to achieve their quotas.
By ironing out the wrinkles in the quote-to-cash process, CPQ tools can drastically shorten client turnaround time. Automated contracts, easy access to
client and product data, and the ability to effectively manage and report on revenue all result in a sales process with no speed bumps. You and your clients can keep everything moving at the right pace.
With contracts constantly being sent, reviewed, revised, etc., there are a lot of opportunities for error to creep in. By taking advantage of CPQ solutions that draw from reliable data sources to auto-populate forms with the right information, you can take those kinds of errors out of the equation.
With so much riding on the quote-to-cash process, it can be easy to start to think of your clients as little more than numbers. However, by recognizing their individual wants and needs, you can improve your client relationships. Personalized offers and discounts can help incentivize leads into finalizing a sale
Benefits Realized
Pre-Quote
Configure
Price
Quote / Quote Documents
Order
Contract / Subscriptions
Create Account
Create Opportunity
Create Quote
Find/Add Products
Add/Edit Line Items
Calculate List Price
Calculate Discount
Generate Quote Document
Add Additional Document
Approve Quote
Present Quote
Create Order
Approve Order
Contract Order
Create Account
Select Opportunity Type
Set Quote Header Details
Find Products- Guided Selling
Edit Products
Calculate List Price
Calculate Volume Discounts
Generate Intro
Add SOW
Sales Approval
Email Quote
Create Order
Approve Order
Create Order
Create Account
Enter Opportunity Details
Set Contract Information
Find Products- Product Search / Hierarchical Search
Configure Bundles
Calculate Contracted Price
Calculate Account Discount
Generate Line Items
Add Product Sheetsif applicable
Legal Approval
Capture digital signed contract
Create Order
Approve Order
Create Subscriptions
Create Account
Enter Amount Distribution by Segment
Set Discount Information
Find Products- Favorites
Delete Line Items
Calculate Bundle Price
Edit Discounts
Generate MDQGrid
Add SOW
Finance Approval
Email Quote
Create Order
Approve Order
Create Order
Create Account
Enter Amount Distribution by Segment
Set Partner Information
Add Products
Favorite Line Items
Edit Pricing
Edit Discounts
Generate Totals
Add SOW
Finance Approval
Email Quote
Create Order
Approve Order
Create Order
Create Account
Enter Amount Distribution by Segment
Set Quote Options
Add Products
Clone Line Items
Refresh Pricing
Edit Discounts
Generate Standard T&Cs
Add SOW
Finance Approval
Email Quote
Create Order
Approve Order
Create Order
Create Account
Enter Amount Distribution by Segment
Set Additional Text
Add Products
Group Line Items
Refresh Pricing
Edit Discounts
Generate Dynamic T&Cs
Add SOW
Finance Approval
Email Quote
Create Order
Approve Order
Create Order
Create Account
Enter Amount Distribution by Segment
Set Additional Text
Add Products
Segment Line Items
Refresh Pricing
Edit Discounts
Edit T&Cs
Add SOW
Finance Approval
Email Quote
Create Order
Approve Order
Create Order
Create Account
Enter Amount Distribution by Segment
Set Additional Text
Add Products
Up/Cross Sell
Refresh Pricing
Edit Discounts
Preview Proposal
Add SOW
Finance Approval
Email Quote
Create Order
Approve Order
Create Order
Create Account
Enter Amount Distribution by Segment
Set Additional Text
Add Products
Up/Cross Sell
Refresh Pricing
Edit Discounts
Add Additional Documents
Add SOW
Finance Approval
Email Quote
Create Order
Approve Order
Create Order
Create Account
Enter Amount Distribution by Segment
Set Additional Text
Add Products
Up/Cross Sell
Refresh Pricing
Edit Discounts
Create Budgetary Quote
Add SOW
Finance Approval
Email Quote
Create Order
Approve Order
Create Order
TheCloudPartner - BluePrint: Quote to Cash
Start
Opportunity
Quote
Order
Contract
Subscription
Invoice/Billing
Revenue Recognition
End
Responsive
Responsive
Responsive
Responsive