SlideShare a Scribd company logo
|| OPTIONS REDEFINED || Copyright © 2023 SoftClouds - All Rights Reserved
CPQ + Subscription
Management
Enhancing Revenues & Profits with
|| OPTIONS REDEFINED || Copyright © 2023 SoftClouds - All Rights Reserved
Configure, Price & Quote
(CPQ) - An Intro
|| OPTIONS REDEFINED || Copyright © 2023 SoftClouds - All Rights Reserved
What's CPQ?
• Configure, Price, & Quote is a tool designed to:
• SELL MORE
• SELL FASTER
• SELL ANYWHERE
• Expedite your customer response time by 80% & shorten sales cycle times
• Generate accurate & professional quotes
• Use a customizable solutions for different business needs
• Allows collaboration among & across departments
• Preprogrammed features allow for complete transparency between customers &
organization thus, avoiding any conflict
• Innovative tools working together with CRM applications, mobile, Outlook &
other third-party applications
|| OPTIONS REDEFINED || Copyright © 2023 SoftClouds - All Rights Reserved
faster from quote-to-
cash
quicker ramp for
new reps
sales cycle shortens
by using CPQ
faster quote
generation
of higher lead
conversion rate
greater growth in
revenue year-over-
year
of human errors
will be eliminated
use tools to
generate proposals
80% 30% 28% 17% 40%
10x
2x 5x
CPQ by Numbers
Incremental Growth
$1.65 bn Year-over-year growth rate
is estimated at
14.13%
2021 2026
Source: prnewswire | selecthub
|| OPTIONS REDEFINED || Copyright © 2023 SoftClouds - All Rights Reserved
Advantages of CPQ
Improve Accuracy &
Boosts Sales
Performance
Quickly Create Quotes
& Proposals
Supports Diverse
Products with Complex
Pricing
Shortens Sales Cycle
Utilize Machine
Learning to leverage
Sales
Helps Reduce
Inadvertent Quoting
Errors
Increase Deal Size:
Upsell & Cross-Sell
Knowledge Retention &
Productivity
Guided Selling
Support Subscription
Based Ordering
|| OPTIONS REDEFINED || Copyright © 2023 SoftClouds - All Rights Reserved
CPQ Landscape by Competition
Source: tacton | zuora
|| OPTIONS REDEFINED || Copyright © 2023 SoftClouds - All Rights Reserved
Oracle CPQ: Features
Configure Products Setup Price Generate Quotes Integration Bundling
• Guided Selling
• Intuitive Configuration
• Supports Multiple
Devices
• Efficient Subscription
Ordering
• Right Price Where &
When Needed
• Dynamic Pricing
• Location
• Customer
• Products
• Sales Manager
• Deal Management
Intelligence
• Dynamic Workflows
• Document & Email
Designer
• Contract Management
• Flexible Support
• Electronic Signature
• CRM
• B2B Commerce
• ERP
• Web Services/Third-Party
Integrations
• Prebuild integration with
CRMs like OEC, SFDC,
Microsoft dynamics
• Support SOAP, Rest & Bulk
API
|| OPTIONS REDEFINED || Copyright © 2023 SoftClouds - All Rights Reserved
Seamless Integration
Middle
Office
(CPQ)
Back
Office
• Shorten sales cycles through guided selling
• Proposal generation tools providing automated quoting
• Increased accuracy
• Enhanced efficiency & productivity
• Maximize sales with intelligent quotes
• Deal profitability analysis
• Increase deal values
• Contract negotiation
• Better customer service
Front
Office
|| OPTIONS REDEFINED || Copyright © 2023 SoftClouds - All Rights Reserved
Subscription Management
- An Intro
|| OPTIONS REDEFINED || Copyright © 2023 SoftClouds - All Rights Reserved
Subscription Management
• Near Infinite Options
• Customization
• Extreme Engagement
• Limited Options
• Fewer Decisions
• Less Engagement
Old World New World
|| OPTIONS REDEFINED || Copyright © 2023 SoftClouds - All Rights Reserved
Subscription Management
Market
Source: sellcoursesonline
|| OPTIONS REDEFINED || Copyright © 2023 SoftClouds - All Rights Reserved
Source: sticky | sellcoursesonline
Digital Subscription Companies
Market Cap of $14 Trillion
Subscriptions &
Consumer Spending
|| OPTIONS REDEFINED || Copyright © 2023 SoftClouds - All Rights Reserved
47%
subscribers expect better prices
when subscribing to direct-to-
consumer brands
89%
Consumers underestimate their
spend on subscriptions
81%
Subscribers stated
that convivence was an
important reason to enroll
with a subscription service
Source: sticky | sellcoursesonline
Subscriptions &
Consumer Spending
|| OPTIONS REDEFINED || Copyright © 2023 SoftClouds - All Rights Reserved
Recurring Revenue:
Build Long-Term Relationships
What else can I add
on to this service?
How much do I have
left to use?
Can I change my
billing date?
When is contract
renewing?
What goes with this
service?
What goes with this
service?
Can I ship to multiple
locations?
What do like about
this product?
|| OPTIONS REDEFINED || Copyright © 2023 SoftClouds - All Rights Reserved
Changes:
One-Time Sale to Recurring Relationships
|| OPTIONS REDEFINED || Copyright © 2023 SoftClouds - All Rights Reserved
Customer
Transactions
Billing,
payments,
tax
Customer
success
Flexible
pricing
Contract
terms
Usage,
metering
Finance
management
Product options
Lifecycle,
changes
Channels
Marketing
commerce
sales
Subscription
ERP
Engagment
service
subscription
CPQ
CLM
Commerce
subscription
ERP
ERP,
SCM
Customer
Fulfillment
Oracle Subscription
Management
Complete Subscription
Lifecycle Support
• 360° insight into deal activity, opportunities,
& customer buying habits
• Automated revenue recognition, billing &
invoicing
• Sales planning visibility for complex orders,
quotes, & recurring pricing
• Mixed order fulfillment support for services &
physical assets
|| OPTIONS REDEFINED || Copyright © 2023 SoftClouds - All Rights Reserved
Oracle Subscription
Cloud Features
Business Model
Flexibility
Sales, CPQ, &
Commerce
Renewals &
Insights
Dynamic Pricing
Models
Business
Success Metrics
|| OPTIONS REDEFINED || Copyright © 2023 SoftClouds - All Rights Reserved
CPQ & Subscription
Economy
|| OPTIONS REDEFINED || Copyright © 2023 SoftClouds - All Rights Reserved
Subscription Economy
is Booming
Percentage increase in the number of
active subscribers from 2021 to 2022
Percentage increase in the number of
active subscriptions from 2021 to 2022
USA: 7.9%
Europe: 20.1%
Asia: 1.6%
USA: 16.7%
Europe: 24.6%
Asia: 24.6%
Source: recurly
Conversion Rates by Trial Length
|| OPTIONS REDEFINED || Copyright © 2023 SoftClouds - All Rights Reserved
Industry-Level Conversion
Rates
39.4% Business & Professional Services
34.3% Consumer Goods & Retail
43.3% Digital Media & Entertainment
42.1% Education
35.8% Software
38.0% Travel, Hospitality & Entertainment
Source: recurly
|| OPTIONS REDEFINED || Copyright © 2023 SoftClouds - All Rights Reserved
CPQ is Perfect for the
Subscription Economy
CPQ
• Account & opportunity management
• Subscription quoting
• Promotions & trials
• Recommendations & upgrades
• Renewal analytics
Subscription Management
• Customer 360
• Subscription generation, redlining, collaboration
• Recurring & usage billing
• Renewal automation workflows
|| OPTIONS REDEFINED || Copyright © 2023 SoftClouds - All Rights Reserved
CPQ + Subscription =
Revenue Growth
Revenue Growth
Salesforce CRM
Oracle CPQ
Subscription Management
Dashboards
Lead Management
Sales Forecasting
Real-Time Visibility
Select & Configure
Price & Quote
Present & Propose
Order & Fulfill
Report & Analyze
Connect
Manage
Retain & Renew
The Future: Subscription Based Pricing  Usage-Based Pricing
|| OPTIONS REDEFINED || Copyright © 2023 SoftClouds - All Rights Reserved
Our CPQ & OSMC
Implementations
|| OPTIONS REDEFINED || Copyright © 2023 SoftClouds - All Rights Reserved
Our CPQ & OSMC
Implementations
Implementation 1:
Pharma Industry
Implementation 2:
Software
Industry
|| OPTIONS REDEFINED || Copyright © 2023 SoftClouds - All Rights Reserved
Pharma Industry
Implementation 1
|| OPTIONS REDEFINED || Copyright © 2023 SoftClouds - All Rights Reserved
• Leading Global Clinical Trial Suppliers for 30+ Years
• Expertise in Flexibility with Drug Demands
• Organized Warehouse Infrastructure with Secured &
Distribution Channels
• Annual Trials/Projects: 2000 & Active Clients: 190
• Dedicated Partner to Companies in Achieving
• Successful Clinical Trial
• Whilst Minimizing Delays
• Unnecessary Costs & Surprises
Implementation 1: Intro
|| OPTIONS REDEFINED || Copyright © 2023 SoftClouds - All Rights Reserved
• Manual Quote Process Caused Delay & Mistakes​
• No Proper Product Management System​
• Products & Price Lists Were Disconnected​
• Manual Approval Process ​
• No Integration Between Systems​
• No Proper Visibility Rules were Applied​
• Inefficient Distribution Channel
• Complex Issues in Product/Pricing Model
• Old School Fulfillment Activities
• Lack of Communication Strategies
• Poor System Integration
• Logistics Risks
Implementation 1:
Business Challenges
|| OPTIONS REDEFINED || Copyright © 2023 SoftClouds - All Rights Reserved
External Tax
Calculation
System
Digital
Customer
Service
Mobile
Application
Implementation 1:
Solution Architecture
|| OPTIONS REDEFINED || Copyright © 2023 SoftClouds - All Rights Reserved
• Personalized UI/UX
• Customer portal to manage services,
products, inventory, & orders
• Co-browse & chat enables direct customer
interaction
• Clear 360 view of the customer
Improved Cost Savings:
• Integration helps with sales processing
• DCS reduced call center costs
Implementation 1:
The Results
|| OPTIONS REDEFINED || Copyright © 2023 SoftClouds - All Rights Reserved
Software Industry
Implementation 2
|| OPTIONS REDEFINED || Copyright © 2023 SoftClouds - All Rights Reserved
Leading global provider
of communications
technology solutions
Provides high-performance
software-based products,
network solutions & services
Revenue in 2021 Global Offices
$845M 82
Implementation 2:
An Intro
|| OPTIONS REDEFINED || Copyright © 2023 SoftClouds - All Rights Reserved
• Outdated quoting tool & performance issues; 400+ configurations with
1000+ configuration rules
• Complex pricing logic & service products need rekeying of data
• Development required to build enhancements & more time to launch
new products
• No logic to handle end-of-life products causing quote errors
• Complex discounting logic & sales process
• Complex approval process & needs code change for any modification
Implementation 2:
Business Challenges
|| OPTIONS REDEFINED || Copyright © 2023 SoftClouds - All Rights Reserved
SFDC
• Accounts
• Opportunity
• Products
• Partner Portal
• Reports
• Approvals
CPQ
• Quotes
• Parts
• Pricing
• Configuration
• Quote Documents
Oracle EBS
Parts
Price Information
Parts & Pricing Data Load Parts & Pricing Data Load
Account & Oppty Information
Quoting & Pricing Information
Implementation 2:
Solution Architecture
|| OPTIONS REDEFINED || Copyright © 2023 SoftClouds - All Rights Reserved
Reduced number of
configurations to 45,
making it easier for
sales rep to quote
Significant improvement
in performance with less
rules & data-driven
approach
Improved
cross-sell & upsell
Email-based approval
processing automation &
notification
No rekeying of
data required &
improvement in quote
configuration
Implementation 2:
The Results
|| OPTIONS REDEFINED || Copyright © 2023 SoftClouds - All Rights Reserved
The Future
CPQ + Subscriptions
|| OPTIONS REDEFINED || Copyright © 2023 SoftClouds - All Rights Reserved
Prediction 1:
Usage Based Pricing will Boom
o Business is paid only after the customer adopts the product
o Customers can trial before buying with no risk
o Example: Google Cloud Platform offers over $300 in free
usage credits for new developers
o Top-performing organizations offer smooth customer onboarding &
high-quality assistance to hook new customers
o Engaged new users create a strong foundation for future customer
growth
|| OPTIONS REDEFINED || Copyright © 2023 SoftClouds - All Rights Reserved
Prediction 2:
Personalization & User Experience
o Users want simple & efficient digital experiences
o Market demand & high expectations have forced
brands to deliver unique client experiences
o Quick technological advancements have also played a
role in this trend
|| OPTIONS REDEFINED || Copyright © 2023 SoftClouds - All Rights Reserved
Prediction 3:
DTC will No Longer be Unique
o Direct-to-Consumer (DTC) companies are moving to
brick & mortar
o Examples: Dollar Shave Club, Parker, Casper, etc.
o To succeed, they need an omni-channel strategy.
|| OPTIONS REDEFINED || Copyright © 2023 SoftClouds - All Rights Reserved
Prediction 4:
Harder to Stand Out, so Innovate
o Standing out in today's competitive market is challenging.
o DTC products are prevalent on Facebook, Google, & Amazon.
o To get noticed, you must either spend more or innovate.
o Seeking out new opportunities is key.
|| OPTIONS REDEFINED || Copyright © 2023 SoftClouds - All Rights Reserved
Future of Subscription:
Our Thoughts
Complexity in Maturity:
o Subscriptions have evolved into variable plans
o Variable plans require more technical integrations
o Subscription management & recurring billing platform supports
adjustments
Single to Omnichannel Engagement:
o Omnichannel subscriptions require broader channel &
geographic focus for businesses
Scale via Automation:
o Automation maximizes operational efficiencies, freeing
companies to optimize their products or services
|| OPTIONS REDEFINED || Copyright © 2023 SoftClouds - All Rights Reserved
Our CPQ Services
|| OPTIONS REDEFINED || Copyright © 2023 SoftClouds - All Rights Reserved
System
Analysis
Business
Process Re-
engineering
Pricing
Design
Integration
Migrate On-
Premise to
Cloud
Product
Design
UI
Enhancement
Reports &
Dashboards
SoftClouds: Our Offerings
|| OPTIONS REDEFINED || Copyright © 2023 SoftClouds - All Rights Reserved
For more information,
please contact:
info-at-softclouds.com

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Enhancing Revenues & Profits with CPQ + Subscription Management | SoftClouds

  • 1. || OPTIONS REDEFINED || Copyright © 2023 SoftClouds - All Rights Reserved CPQ + Subscription Management Enhancing Revenues & Profits with
  • 2. || OPTIONS REDEFINED || Copyright © 2023 SoftClouds - All Rights Reserved Configure, Price & Quote (CPQ) - An Intro
  • 3. || OPTIONS REDEFINED || Copyright © 2023 SoftClouds - All Rights Reserved What's CPQ? • Configure, Price, & Quote is a tool designed to: • SELL MORE • SELL FASTER • SELL ANYWHERE • Expedite your customer response time by 80% & shorten sales cycle times • Generate accurate & professional quotes • Use a customizable solutions for different business needs • Allows collaboration among & across departments • Preprogrammed features allow for complete transparency between customers & organization thus, avoiding any conflict • Innovative tools working together with CRM applications, mobile, Outlook & other third-party applications
  • 4. || OPTIONS REDEFINED || Copyright © 2023 SoftClouds - All Rights Reserved faster from quote-to- cash quicker ramp for new reps sales cycle shortens by using CPQ faster quote generation of higher lead conversion rate greater growth in revenue year-over- year of human errors will be eliminated use tools to generate proposals 80% 30% 28% 17% 40% 10x 2x 5x CPQ by Numbers Incremental Growth $1.65 bn Year-over-year growth rate is estimated at 14.13% 2021 2026 Source: prnewswire | selecthub
  • 5. || OPTIONS REDEFINED || Copyright © 2023 SoftClouds - All Rights Reserved Advantages of CPQ Improve Accuracy & Boosts Sales Performance Quickly Create Quotes & Proposals Supports Diverse Products with Complex Pricing Shortens Sales Cycle Utilize Machine Learning to leverage Sales Helps Reduce Inadvertent Quoting Errors Increase Deal Size: Upsell & Cross-Sell Knowledge Retention & Productivity Guided Selling Support Subscription Based Ordering
  • 6. || OPTIONS REDEFINED || Copyright © 2023 SoftClouds - All Rights Reserved CPQ Landscape by Competition Source: tacton | zuora
  • 7. || OPTIONS REDEFINED || Copyright © 2023 SoftClouds - All Rights Reserved Oracle CPQ: Features Configure Products Setup Price Generate Quotes Integration Bundling • Guided Selling • Intuitive Configuration • Supports Multiple Devices • Efficient Subscription Ordering • Right Price Where & When Needed • Dynamic Pricing • Location • Customer • Products • Sales Manager • Deal Management Intelligence • Dynamic Workflows • Document & Email Designer • Contract Management • Flexible Support • Electronic Signature • CRM • B2B Commerce • ERP • Web Services/Third-Party Integrations • Prebuild integration with CRMs like OEC, SFDC, Microsoft dynamics • Support SOAP, Rest & Bulk API
  • 8. || OPTIONS REDEFINED || Copyright © 2023 SoftClouds - All Rights Reserved Seamless Integration Middle Office (CPQ) Back Office • Shorten sales cycles through guided selling • Proposal generation tools providing automated quoting • Increased accuracy • Enhanced efficiency & productivity • Maximize sales with intelligent quotes • Deal profitability analysis • Increase deal values • Contract negotiation • Better customer service Front Office
  • 9. || OPTIONS REDEFINED || Copyright © 2023 SoftClouds - All Rights Reserved Subscription Management - An Intro
  • 10. || OPTIONS REDEFINED || Copyright © 2023 SoftClouds - All Rights Reserved Subscription Management • Near Infinite Options • Customization • Extreme Engagement • Limited Options • Fewer Decisions • Less Engagement Old World New World
  • 11. || OPTIONS REDEFINED || Copyright © 2023 SoftClouds - All Rights Reserved Subscription Management Market Source: sellcoursesonline
  • 12. || OPTIONS REDEFINED || Copyright © 2023 SoftClouds - All Rights Reserved Source: sticky | sellcoursesonline Digital Subscription Companies Market Cap of $14 Trillion Subscriptions & Consumer Spending
  • 13. || OPTIONS REDEFINED || Copyright © 2023 SoftClouds - All Rights Reserved 47% subscribers expect better prices when subscribing to direct-to- consumer brands 89% Consumers underestimate their spend on subscriptions 81% Subscribers stated that convivence was an important reason to enroll with a subscription service Source: sticky | sellcoursesonline Subscriptions & Consumer Spending
  • 14. || OPTIONS REDEFINED || Copyright © 2023 SoftClouds - All Rights Reserved Recurring Revenue: Build Long-Term Relationships What else can I add on to this service? How much do I have left to use? Can I change my billing date? When is contract renewing? What goes with this service? What goes with this service? Can I ship to multiple locations? What do like about this product?
  • 15. || OPTIONS REDEFINED || Copyright © 2023 SoftClouds - All Rights Reserved Changes: One-Time Sale to Recurring Relationships
  • 16. || OPTIONS REDEFINED || Copyright © 2023 SoftClouds - All Rights Reserved Customer Transactions Billing, payments, tax Customer success Flexible pricing Contract terms Usage, metering Finance management Product options Lifecycle, changes Channels Marketing commerce sales Subscription ERP Engagment service subscription CPQ CLM Commerce subscription ERP ERP, SCM Customer Fulfillment Oracle Subscription Management Complete Subscription Lifecycle Support • 360° insight into deal activity, opportunities, & customer buying habits • Automated revenue recognition, billing & invoicing • Sales planning visibility for complex orders, quotes, & recurring pricing • Mixed order fulfillment support for services & physical assets
  • 17. || OPTIONS REDEFINED || Copyright © 2023 SoftClouds - All Rights Reserved Oracle Subscription Cloud Features Business Model Flexibility Sales, CPQ, & Commerce Renewals & Insights Dynamic Pricing Models Business Success Metrics
  • 18. || OPTIONS REDEFINED || Copyright © 2023 SoftClouds - All Rights Reserved CPQ & Subscription Economy
  • 19. || OPTIONS REDEFINED || Copyright © 2023 SoftClouds - All Rights Reserved Subscription Economy is Booming Percentage increase in the number of active subscribers from 2021 to 2022 Percentage increase in the number of active subscriptions from 2021 to 2022 USA: 7.9% Europe: 20.1% Asia: 1.6% USA: 16.7% Europe: 24.6% Asia: 24.6% Source: recurly Conversion Rates by Trial Length
  • 20. || OPTIONS REDEFINED || Copyright © 2023 SoftClouds - All Rights Reserved Industry-Level Conversion Rates 39.4% Business & Professional Services 34.3% Consumer Goods & Retail 43.3% Digital Media & Entertainment 42.1% Education 35.8% Software 38.0% Travel, Hospitality & Entertainment Source: recurly
  • 21. || OPTIONS REDEFINED || Copyright © 2023 SoftClouds - All Rights Reserved CPQ is Perfect for the Subscription Economy CPQ • Account & opportunity management • Subscription quoting • Promotions & trials • Recommendations & upgrades • Renewal analytics Subscription Management • Customer 360 • Subscription generation, redlining, collaboration • Recurring & usage billing • Renewal automation workflows
  • 22. || OPTIONS REDEFINED || Copyright © 2023 SoftClouds - All Rights Reserved CPQ + Subscription = Revenue Growth Revenue Growth Salesforce CRM Oracle CPQ Subscription Management Dashboards Lead Management Sales Forecasting Real-Time Visibility Select & Configure Price & Quote Present & Propose Order & Fulfill Report & Analyze Connect Manage Retain & Renew The Future: Subscription Based Pricing  Usage-Based Pricing
  • 23. || OPTIONS REDEFINED || Copyright © 2023 SoftClouds - All Rights Reserved Our CPQ & OSMC Implementations
  • 24. || OPTIONS REDEFINED || Copyright © 2023 SoftClouds - All Rights Reserved Our CPQ & OSMC Implementations Implementation 1: Pharma Industry Implementation 2: Software Industry
  • 25. || OPTIONS REDEFINED || Copyright © 2023 SoftClouds - All Rights Reserved Pharma Industry Implementation 1
  • 26. || OPTIONS REDEFINED || Copyright © 2023 SoftClouds - All Rights Reserved • Leading Global Clinical Trial Suppliers for 30+ Years • Expertise in Flexibility with Drug Demands • Organized Warehouse Infrastructure with Secured & Distribution Channels • Annual Trials/Projects: 2000 & Active Clients: 190 • Dedicated Partner to Companies in Achieving • Successful Clinical Trial • Whilst Minimizing Delays • Unnecessary Costs & Surprises Implementation 1: Intro
  • 27. || OPTIONS REDEFINED || Copyright © 2023 SoftClouds - All Rights Reserved • Manual Quote Process Caused Delay & Mistakes​ • No Proper Product Management System​ • Products & Price Lists Were Disconnected​ • Manual Approval Process ​ • No Integration Between Systems​ • No Proper Visibility Rules were Applied​ • Inefficient Distribution Channel • Complex Issues in Product/Pricing Model • Old School Fulfillment Activities • Lack of Communication Strategies • Poor System Integration • Logistics Risks Implementation 1: Business Challenges
  • 28. || OPTIONS REDEFINED || Copyright © 2023 SoftClouds - All Rights Reserved External Tax Calculation System Digital Customer Service Mobile Application Implementation 1: Solution Architecture
  • 29. || OPTIONS REDEFINED || Copyright © 2023 SoftClouds - All Rights Reserved • Personalized UI/UX • Customer portal to manage services, products, inventory, & orders • Co-browse & chat enables direct customer interaction • Clear 360 view of the customer Improved Cost Savings: • Integration helps with sales processing • DCS reduced call center costs Implementation 1: The Results
  • 30. || OPTIONS REDEFINED || Copyright © 2023 SoftClouds - All Rights Reserved Software Industry Implementation 2
  • 31. || OPTIONS REDEFINED || Copyright © 2023 SoftClouds - All Rights Reserved Leading global provider of communications technology solutions Provides high-performance software-based products, network solutions & services Revenue in 2021 Global Offices $845M 82 Implementation 2: An Intro
  • 32. || OPTIONS REDEFINED || Copyright © 2023 SoftClouds - All Rights Reserved • Outdated quoting tool & performance issues; 400+ configurations with 1000+ configuration rules • Complex pricing logic & service products need rekeying of data • Development required to build enhancements & more time to launch new products • No logic to handle end-of-life products causing quote errors • Complex discounting logic & sales process • Complex approval process & needs code change for any modification Implementation 2: Business Challenges
  • 33. || OPTIONS REDEFINED || Copyright © 2023 SoftClouds - All Rights Reserved SFDC • Accounts • Opportunity • Products • Partner Portal • Reports • Approvals CPQ • Quotes • Parts • Pricing • Configuration • Quote Documents Oracle EBS Parts Price Information Parts & Pricing Data Load Parts & Pricing Data Load Account & Oppty Information Quoting & Pricing Information Implementation 2: Solution Architecture
  • 34. || OPTIONS REDEFINED || Copyright © 2023 SoftClouds - All Rights Reserved Reduced number of configurations to 45, making it easier for sales rep to quote Significant improvement in performance with less rules & data-driven approach Improved cross-sell & upsell Email-based approval processing automation & notification No rekeying of data required & improvement in quote configuration Implementation 2: The Results
  • 35. || OPTIONS REDEFINED || Copyright © 2023 SoftClouds - All Rights Reserved The Future CPQ + Subscriptions
  • 36. || OPTIONS REDEFINED || Copyright © 2023 SoftClouds - All Rights Reserved Prediction 1: Usage Based Pricing will Boom o Business is paid only after the customer adopts the product o Customers can trial before buying with no risk o Example: Google Cloud Platform offers over $300 in free usage credits for new developers o Top-performing organizations offer smooth customer onboarding & high-quality assistance to hook new customers o Engaged new users create a strong foundation for future customer growth
  • 37. || OPTIONS REDEFINED || Copyright © 2023 SoftClouds - All Rights Reserved Prediction 2: Personalization & User Experience o Users want simple & efficient digital experiences o Market demand & high expectations have forced brands to deliver unique client experiences o Quick technological advancements have also played a role in this trend
  • 38. || OPTIONS REDEFINED || Copyright © 2023 SoftClouds - All Rights Reserved Prediction 3: DTC will No Longer be Unique o Direct-to-Consumer (DTC) companies are moving to brick & mortar o Examples: Dollar Shave Club, Parker, Casper, etc. o To succeed, they need an omni-channel strategy.
  • 39. || OPTIONS REDEFINED || Copyright © 2023 SoftClouds - All Rights Reserved Prediction 4: Harder to Stand Out, so Innovate o Standing out in today's competitive market is challenging. o DTC products are prevalent on Facebook, Google, & Amazon. o To get noticed, you must either spend more or innovate. o Seeking out new opportunities is key.
  • 40. || OPTIONS REDEFINED || Copyright © 2023 SoftClouds - All Rights Reserved Future of Subscription: Our Thoughts Complexity in Maturity: o Subscriptions have evolved into variable plans o Variable plans require more technical integrations o Subscription management & recurring billing platform supports adjustments Single to Omnichannel Engagement: o Omnichannel subscriptions require broader channel & geographic focus for businesses Scale via Automation: o Automation maximizes operational efficiencies, freeing companies to optimize their products or services
  • 41. || OPTIONS REDEFINED || Copyright © 2023 SoftClouds - All Rights Reserved Our CPQ Services
  • 42. || OPTIONS REDEFINED || Copyright © 2023 SoftClouds - All Rights Reserved System Analysis Business Process Re- engineering Pricing Design Integration Migrate On- Premise to Cloud Product Design UI Enhancement Reports & Dashboards SoftClouds: Our Offerings
  • 43. || OPTIONS REDEFINED || Copyright © 2023 SoftClouds - All Rights Reserved For more information, please contact: info-at-softclouds.com