Unleash the power of sales and simplify the process with an all-in-one solution:
A fully customizable platform that allows you to say goodbye to manual and time-consuming sales quoting processes. For companies in every sector, because we know no boundaries and we offer vertical capabilities for Utility, Retail, Manufacturing, Finance, Telco.
Main features
Customize proposals based on customer profiles, conduct large transactions and close contracts thanks to the electronic signature.
Manage products and subscriptions and define the asset status in the customer’s configuration – new, active, or deleted.
Manage post-sales activities such as changing orders and offers, based on customer assets.
Omnichannel communications
to create and maintain opportunities, quotes and orders across all channels.
Customize proposals
based on customer profiles, conduct large transactions and close contracts thanks to the electronic signature.
Manage products and subscriptions
and define the asset status in the customer’s configuration – new, active, or deleted.
Manage post-sales activities
such as changing orders and offers, based on customer assets.
Multi-channel communication made easy
Reach your audience through direct sales, resellers, self-service and mobile channels. Seamlessly manage opportunities, quotes and orders across all channels.Personalized proposals for customer roles and profiles
Tailor transactions, prices and discounts based on roles. Generate proposals with electronic signatures. Includes cost management and financial analysis.Effortlessly management products and subscriptions
Handle customers’ assets, whether they are physical products or service subscriptions. Define the asset status in the customer’s configuration: new, active or deleted.Efficiently modify orders and track fulfillment status
Streamline post-sales activities by adjusting orders and offers according to customer assets. With user-friendly interfaces and workflow automation, easily decompose and orchestrate orders across multiple fulfillment systems.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.
Personalized proposals for customer roles and profiles • Tailor transactions, prices and discounts based on roles. Generate proposals with electronic signatures. Includes cost management and financial analysis.
Effortlessly management products and subscriptions • Handle customers’ assets, whether they are physical products or service subscriptions. Define the asset status in the customer’s configuration: new, active or deleted.
Efficiently modify orders and track fulfillment status • Streamline post-sales activities by adjusting orders and offers according to customer assets. With user-friendly interfaces and workflow automation, easily decompose and orchestrate orders across multiple fulfillment systems.
Enhance customer retention • Efficiently handle diverse pricing models, including recurring charges, usage-based charging and one-time fees. Implement list pricing and manage multiple price types for a single transaction line. Create and manage bundles, promotions and unbundling. Configure service locations with customizable options, features and service levels.
Easily ship goods worldwide • Sell physical products and generate a bill of materials (BOM) based on the chosen option. Easily manage shipping charges and capture shipping details for each order. Seamlessly ship order lines to multiple locations using various shipping methods.
Optimize product and service combinations • Design bundles and configurations that align with the company’s objectives, eliminating the need for salespeople to rely on educated guesses.
Optimize customer engagement • Craft configurable promotions, including discounts, rewards and offers, with precise control over timing, duration and quantity.
Maximize revenue with dynamic pricing • Efficiently manage list pricing, multiple units of measure, attribute-based pricing, volume discounts, promotions, tax models, and price waterfall.
Mitigate business risks • Ensure stable, long-term partnerships and streamline quoting and ordering processes. Utilize framework agreements such as regular order, occasional order, drawdown, and license-to-hunt. Optimize revenue accrual over time, reducing the need for immediate fund exchanges upon deal closure.
Simplify operations with a unified catalog • Consolidate multiple enterprise catalogs, such as billing and fulfillment catalogs, into a single commercial catalog to separate commerce from OSS systems. Divide orders into manageable steps that can be assigned to different departments and individual owners, ensuring focused work on each assigned task.
Effortlessly generate documents • Automate the process of generating relevant documents directly within the CRM system.
Sign orders effortlessly • Secure the customer's electronic signature using a streamlined email link approach.
Customize to meet diverse requirements • Enhance the platform by adding attributes, folders, and creating new processes tailored to meet specific customer demands.
Book a Live Demo tailored to your company needs with our expert team
We will show you how Bit2win can help you improve your company’s performance.
Duration of the demo: 30” minutes
Gartner® Magic Quadrant™
Source Gartner Glossary
Bit2win evaluated in the Gartner Critical Capabilities
Critical Capabilities research complements a Gartner Magic Quadrant by allowing deeper insight into the providers’ product or service offerings by identifying which ones best fit various use cases.
Scored highest
3.62 out of 5
for
Self-Service Sales
In Product or Service Scores
Scored highest
3.71 out of 5
for
Subscription Management
In Product or Service Scores
Scored highest
3.46 out of 5
for
Solution Selling
In Product or Service Scores
Scored highest
3.69 out of 5
for
Direct Sales
In Product or Service Scores
Scored highest
3.66 out of 5
for
Channel Sales
In Product or Service Scores
Gartner, Magic Quadrant for Configure, Price and Quote Application Suites, 8 November 2022, Mark Lewis, Dayna Radbill
Gartner, Critical Capabilities for Configure, Price and Quote Application Suites, 9 November 2022, Mark Lewis, Dayna Radbill
Gartner does not endorse any vendor, product or service depicted in its research publications, and does not advise technology users to select only those vendors with the highest ratings or other designation. Gartner research publications consist of the opinions of Gartner’s research organization and should not be construed as statements of fact. Gartner disclaims all warranties, expressed or implied, with respect to this research, including any warranties of merchantability or fitness for a particular purpose.
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This graphic was published by Gartner, Inc. as part of a larger research document and should be evaluated in the context of the entire document.
The Gartner document is available upon request from Bit2win.