CPQ is a configuration tool that helps target and contextually sell products and services. It automates creation of quotes that are highly contextual and targetted to meet the needs of a prospective customer, and manages to throw in a bit of upselling in the process. We're glad to discuss the business challenges that CPQ addresses. We'll also go over how to configure CPQ's features for your business.
Agenda:
Understanding Zoho CRM's current quoting abilities
Business challenges arising from manually updating values in quotes
Configure dynamic pricing of products through price rules
Configure product rules to suggest or add additional relevant products to a quote
Creating quotes - 2:25
Current manual quote processes - 4:35
Configure price quote - 10:40
Price rules configuration - 12:34
Price rules configuration - Discount - 16:16
Price rules - Commission based - 23:04
Volume based price rules - 25:25
Product Configurator - 29:16
Suggest Products - 33:38
Add products - 38:41
