BigMachines(Oracle CPQ) Yellow Belt ppt
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Oracle CPQ Cloud is a configure, price, quote (CPQ) solution that integrates with CRM and ERP systems. It allows configuration of product families, lines, and models with attributes and rules to define products. Configuration flows organize attributes in a logical layout. Commerce attributes include text, dates, numbers, and files. CPQ enables quoting, approvals, and dynamic notifications. Document designer creates customizable documents in PDF, RTF, and DOCX formats.
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This document discusses how configure, price, and quote (CPQ) solutions can help companies integrate e-commerce into their multi-channel sales strategies. CPQ systems allow customers to self-configure complex products and services online. The document recommends selecting a CPQ system that is highly flexible, integrates well with other systems, and can be deployed across multiple channels. It provides an example of how Moog used a CPQ solution to provide consistent configurations, reduce maintenance burdens, and give distributors self-service access.
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The document provides information about Configure, Price, Quote (CPQ) software and how it can be used to generate quotes. It discusses how CPQ allows sales teams to standardize processes and focus on selling rather than administrative tasks. The document then outlines several topics that will be covered in a Salesforce CPQ lecture, including products and bundles, configuration, pricing rules, quote templates, and the quote creation process.
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As companies and their product/service lists grow, it becomes increasingly difficult to manage product pricing, identify great upsell opportunities, and keep track of deals being offered by your competition. On top of this, sales reps aren’t given up-to-date pricing information on their products, leading to slower quote times and lost opportunities. Configuring a quote can be a time consuming task, especially when critical data is not easily accessible in real time.
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Our Configure, Price, Quote (CPQ) Solution Study covers one of the six categories presented in our Sales Enablement Best Practices Report. As the name implies, Configure, Price, Quote (CPQ) solutions provide functionality to support complex sales transactions. CPQ systems enable sales teams to custom design or configure a solution for a customer from different product sets, options or piece parts; price the solution appropriately and prepare a quote for the customer in a negotiated sales situation.
We define CPQ as comprising the strategies, processes, technologies and tools that support the organization’s ability to effectively configure products/services from a set of options, price a customized solution based on relevant internal and external factors and provide a digitally generated quote for customer signature and payment.
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- Executive Summary
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- Benefits of CPQ
- The CPQ Solutions Landscape
- CPQ Deployment Lifecycle
- Vendor Selection Criteria
- Action Plan
- Analyst Bottom Line
- About the Research Analysts
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- Executive Summary
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- Benefits of CPQ
- The CPQ Solutions Landscape
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- Action Plan
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- The process for contract renewals and generating orders from finalized quotes
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Deliver the Perfect Omnichannel Commerce Experience
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Salesforce CPQ Case Study:
Business Requirements
Migrate all quote templates from existing tools to Salesforce CPQ as the main tool for the booking and Sales process
Support project lifecycle activities, including Requirement Gathering, Design, Development, Testing and Deployment
Configure Products based on business needs
An adaptable configuration of validation and pricing rules to prevent booking errors
Upgrade User Experience with guided flow
Enable core CPQ functions on mobile platforms
Business Challenges
OOTB functionality did not meet certain business requirements
Business changed requirements frequently causing rework
Business testing was not completed as quickly as items were being developed
Not able to properly format quotes Formatting of quote generation
Products being selected together incorrectly
Long list of products without any groupings - poor user experience
Approvals were not tracked, Lack of mobile approvals
Solution – Salesforce CPQ (Steelbrick)
Customizable quote templates
Validations to prevent users from selecting products that shouldn’t be selected together
Prompts to guide the user to review products before continuing with product selection
Enabled approvals with mobile capabilities
Connect with us:
Info@jadeglobal.com 1 877-523-3448
Website: http://www.jadeglobal.com
LinkedIn: http://www.linkedin.com/company/jade-...
Facebook: https://www.facebook.com/jadeglobal/
Twitter: https://twitter.com/JadeGlobal
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4. GAP analysis - Assessing how requirements can be met by a solution and addressing gaps.
5. Systems thinking - Looking at solutions as interconnected systems and understanding implications of design choices. Examples and benefits are provided for each weapon.
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3) The scope of work includes upgrading the payroll and HRMS instances from 11i to R12, reimplementing the BPM and CMIT businesses on the upgraded HRMS instance, and post go-live support.
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Many Microsoft partners have found success driving revenue and delivering solutions with Office 365. Partners have built profitable service portfolios by selling, implementing, and creating value-added services for Office 365.
But there are many additional opportunities from Microsoft which enable Office 365 partners to elevate productivity for their customers. Microsoft Dynamics CRM Online is such an opportunity.
Dynamics CRM Online is a customer relationship management solution which allows your customers to track relationships and interactions, automate business processes and gain valuable insights into their own customers. Capabilities include Sales Force Automation, Marketing Automation, Customer Service and Social Media Insight.
O365 and CRM Online give customers an incredible solution and partners a fantastic new offering. Adding CRM Online to O365 lets customers cut through the clutter—to zero in and easily identify what they need to do next. It lets them find a relevant way to connect with their customer so they can win faster. And lets them collaborate with people, find, and access the information they need to ultimately sell more and grow their business.
By adding CRM Online, you elevate the discussion to business solutions. Plus, in addition to sales, Dynamics CRM has great solutions across marketing, customer service, and social listening & engagement.
xRM extends this to industry-specific solutions.
In this technical training we introduce Dicker Data reseller partners to key CRM concepts including Deployment including Solution import, Settings and Personal Options; Customization and configuration; Data import; CRM for Outlook and mobile access; Reports and dashboards and Introduction to business rules and processes.
Overview of business intelligence
Why BI ?
Performance management
Identify trends
Cash flow trend
Fine-tune operations
Sales pipeline analysis
Future projections
business Forecasting
Decision Making Tools
Convert data into information
How to Think ?
What happened?
What is happening?
Why did it happen?
What will happen?
What do I want to happen?
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Microsoft CRM xRM4Legal February 2015 Introduction and Demonstration
Extended Relationship Management for law firms, powered by Microsoft Dynamics CRM 2013 – over 4 million users globally, 40,000+ firms
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Defined (data) quality standards & processes
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Similar to BigMachines(Oracle CPQ) Yellow Belt ppt (20)
Microsoft Dynamics CRM Technical Training for Dicker Data Resellers
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BigMachines(Oracle CPQ) Yellow Belt ppt
- 2. CRM – Customer Relationship Management ( Salesforce) CPQ- Configure Price Quote (BigMachines) ERP- Enterprise Resource Planning (SAP Solutions)
- 4. Product Family Product Line Model Product Family Hierarchy
- 5. Constraints Recommendations Hiding Recommended Items Config. Rules enable us to change attribute selections, define attribute values or add parts to the model config. Via logic
- 6. Attributes are properties, features or questions that help to define a product Config. Attributes Data Types: Text HTML Date Integer Currency Float Boolean * Variable Name: Used for HTML code, rules, BML etc • Attribute variable names cannot be changed after creation • Before Deleting an attribute, we must remove it from all associated rules
- 7. Config. Flow is a page of attributes that is organized in a logical and user-friendly layout
- 9. Commerce attributes data type: • Text • Date • Integer • Text Area • Currency • File Attachment • Bill to/ship to address set • Additional address set • E- signature set Commerce, transaction, create and access quotes, approval process Layout Comm. Layout is collection of panels. Panels can: - Hold any number of tab elements - Have the option of being collapsible or not
- 10. These sequences are made up of reasons and approvers
- 11. These are used to generate custom, dynamic messages as notifications for approval actions and transition rules Types of commerce rules: • Constraint • Hiding • Validation
- 12. • Layouts - structure of the doc. • Elements - content of the document Formats : PDF, RTF, DOCX PDF output will be locked and we can’t do any changes Document Designer
- 13. THANK YOU