Features

Omnichannel

Communicate across any channel:
Use direct sales, resellers, self-service, and mobile channels. Create and maintain opportunities, quotes,
and orders across all channels.

Propose and Negotiate

Customize proposals for customer roles and profiles:
Conduct large transactions, manual price adjustments, and discount approvals based on roles and profiles. Generate proposals and electronic signatures. Included are cost management, NPV (Net Present Value), and payback period calculation.

Asset-based Ordering

Manage products and subscriptions:
Manage customers’ assets, be they physical products or subscriptions to a service. Define the asset status in the customer’s configuration – new, active, or deleted.

Post-Sales/Order Decomposition

Adjust orders and manage fulfillment status:
Manage post-sales activities, such as changing orders and offers, based on customer assets. The administration user interfaces and runtime workflow decompose an order and orchestrate it, sending it to multiple fulfillment systems.

Configuration Rules Engine

Easily create any kind of rule:
Create and maintain different kinds of rules, such as eligibility, compatibility, and pricing, including multi-currency. Manage conflict messages and easily upsell and cross-sell with automatic recommendations.

Promotion

Fine-tune customer engagement:
Create promotions such as discounts, rewards, and offers with configurable timing, duration, and quantity.

Pricing and Discounting

Develop pricing schemes that maximize revenue:
Administer, import, and execute list pricing. Charge prices for multiple different units of measure (such as per unit, per case, per weight, per volume) or based on attribute values. Manage volume discounts, promotions, tax models, and price waterfall.

Price Agreements

Minimize business risks:
Establish long-term, predictable business relationships and accelerate quoting and ordering. Framework agreements include regular order, occasional order, drawdown, and license-to-hunt. Often, revenue accrues over time instead of funds being exchanged when the deal is closed.

Extended Product Catalog

Effortlessly manage products and services:
Manage any kind of product structure and type of services, supporting rapid order entry, product search, and comparison. Configure complex product offers. Use import/export capabilities. Based on a reusable, multilayer catalog administration approach.

Sell Subscriptions

Improve customer retention:
Manage different pricing models, such as recurring charges, usage-based charging, and one-time fees. Apply list pricing. Manage multiple price types for a single transaction line. Create bundles and promotions, and perform unbundling. Manage service locations with a configurable service. Each service location can define available options, features, and service levels.

Sell Tangible Goods

Send goods to any location using any carrier:
Sell tangible goods and generate a bill of materials (BOM) from the selected option. Manage shipping charges, capturing shipping details for tangible goods on order. Order lines can be sent to multiple locations using multiple shipping methods.

Bundling

Combine products and services in the best way possible:
Create bundles and configurations that are in the company’s best interest, rather than having salespeople make educated guesses.

Point of Delivery Management

Speed up offer configuration on delivery points:
Group and filter service points directly in the catalog. Apply adjustments of a product offer directly to the selected service points.

Consolidate Catalogs / Split Orders

Streamline operations with a single catalog:
Map multiple enterprise catalogs, such as billing and fulfillment catalogs, to a single commercial catalog to decouple commerce from OSS systems. Split orders into several steps that can be assigned to different departments as well as different owners who work solely on the part assigned to them.

Dynamic Document Generation

Generate documents with ease:
Automate generating relevant documents directly from the CRM system.

Streamline Business with eSignature

Effortlessly sign orders:
Capture the customer’s electronic signature through a unique email link approach.

Extensibility

Meet demands through customization:
The platform allows you to add attributes, folders, and create new processes to meet customer needs.