The Coffee Bean & Tea Leaf(CBTL), Business strategy case study
Empower your Sales with Multi-vendor, Multi-distributor CPQ for Maximizing Revenue
1. Yagna iQ
Empower your Sales with Multi-vendor, Multi-distributor
CPQ for Maximizing Revenue
2. Our Team
Ram Rai
Co-Founder & CEO
Manish Agrawal
Co-Founder & CTO
Patrick Johnston
VP of Worldwide Sales
Vinod Kumar Gubba
Director of Customer
Success
3. ‘
Imagine a seamless sales process with
powerful tools that swiftly create multi-
vendor, multi-distributor quotes, offering
precise pricing and bundled solutions for
faster deal closures. Yagna Channel CPQ is
a multi-tiered platform, empowering your
sales team to configure complex products,
generate real-time quotes, and streamline
interactions with vendors. Digital automation
ensures prompt delivery of actionable
quotes to your valued customers.
Overcoming manual challenges has never
been easier.
4. Challenges
• Limited CPQ Availability: Many vendors and distributors do not offer CPQ through their portals, making it difficult for resellers to access real-time product and
pricing information.
• Disparate Data Formats: Product and price information is distributed through various formats, including Excel spreadsheets and email
quotes, causing data fragmentation and inefficiency.
• Manual Processing: Resellers must manually handle quotes, applying margins, converting currencies, and addressing tax and T&C
requirements, leading to time-consuming and error-prone tasks.
• Time Delays: The manual quoting process takes hours or even days to complete, causing delays in responding to customer inquiries and
closing deals promptly.
• Impact on Margins: The labor-intensive process and potential errors negatively affect profit margins, hindering the reseller's ability to
maximize revenue.
• Lack of Automation: The absence of automated CPQ processes results in a less streamlined sales cycle and a less competitive edge in the
market.
6. Features
• Support for Multi-
Vendor CPQ
• Intelligent Product
Store
• Complex Product
Configuration
• Filter and Faceted
Search
• Product Comparison
• Multi Region, Multi-
currency Pricelist
• Live Currency
Conversion with lift
• Volume-based Pricing
• Contracted Pricing
• Subscription and
Bundle Pricing
• Goal Seek Pricing
• Discounts and
Promotion
• Discount Stacking
• Discount Authority
• Quote Item Tagging
• Taxation Support
• Guided Selling
• Quote Versioning
• Order and Payments
• Sales Hierarchy
• Inbuilt support for
Channel Renewals
• Automatic updates to
CRM systems
• Attribute-based
Pricing
• Support for local
languages
• Integration with ERP
systems
• Upsell the Services
and Subscription
• Cross-sell Products
• Email Tracking and
Analytics
• One-click Partner
Onboarding
• CPQ on Portal,
Mobile and Email
• Dashboards for 360-
degree business view
7. Benefits
• Increased efficiency and
enhanced accuracy with
optimization and automation of
the quote process
• Improved reseller partner and
customer experience with a better
buying experience and increased
customer satisfaction
• Increased revenue with
personalized offers and
upsell/cross-sell
recommendations
• Increased revenue with
personalized offers and
upsell/cross-sell
recommendations
• Improved collaboration across
teams with the most up-to-date
product and pricing information
• Reduced costs with the automation
of manual processes, errors
reduction, and minimum need for
rework
• Faster time-to-market with the
automation of the configuration
and pricing process
• Regulatory compliance with the
application of pricing rules and
discounts, reducing the risk of non-
compliance
8. Contact Us
Email - sales@yagnaiq.com
support@yagnaiq.com
yagna-hr@yagnaiq.com
HQ Office
Yagna iQ Inc.7700 Windrose Ave,
Suite G300, Plano, TX 75024,USA
R&D Center
Yagna iQ India Pvt Ltd.
B-1202, Amar Business Zone,
Baner, Pune,
Maharashtra 411045, India.
Visit -
https://www.yagnaiq.com/