What is revenue management?

Revenue management is the process of optimizing every business activity in the product-to-cash cycle. This includes pricing and packaging, configure price quote, order to cash, and revenue reporting.

What is a CPQ Software and Solutions?

CPQ stands for Configure, Price, Quote. A CPQ solution is a software tool that helps businesses automate the configuration, pricing, and quoting of their products and services. It streamlines the sales process, improves controls, and accelerates deal cycles.

Sell faster with CPQ on the #1 AI CRM.

Ready to reimagine your complete revenue lifecycle? Streamline the quote-to-cash process, from catalogs and pricing to CPQ, contracts, orders, and billing.

Structure bundles and quote efficiently.

Product Catalog and Pricing Rules

Maximize quoting efficiency with product catalogs and pricing accessible straight from your CRM. Implement dynamic pricing strategies with rules that trigger changes when specified products are on a quote. Apply price field rules, conditions, and actions to deliver more sophisticated pricing strategies as the business needs.

Discount Controls

Give sellers negotiation levers like the ability to offer discounts on an entire quote or individual products. Drive buyer incentives with volume-based, compound, and proportional discount strategies. Ensure margin protection by requiring approvals for discounts above thresholds set by the business at the quote level or the product level.

Advanced Approvals

Close complex deals fast and ensure compliance with advanced approvals. Automate cross-functional approval chains and reduce deal friction with parallel or dynamic workflows. Design approval processes tailored to your business by setting rules and conditions such as approval triggers, user groups, user permissions, and sequences.

Draft, review and send proposals all from CRM.

Guided Selling

Speed sales cycles with easy-to-use guided selling. Prompt sellers with targeted questions and intelligently narrow down product options. Provide reps smart recommendations based on responses to help quickly navigate expansive product catalogs.

Product Configurator

Help sales teams structure product bundles easily with a configurator that shows product features and the options available within each feature. Provide reps the ability to add or remove options from bundles within defined limits. Adapt configurator settings to easily add compatible features, add-on, and upgrade options.

Proposal Document Generation

Generate proposal documents straight from the quoting process. Configure products, pricing and discounts to send proposed deals to customers straight from CRM. Save sellers time with predefined proposal templates. Ensure a professional branded presentation and elevate the customer experience with integrated document generation.

Drive growth with flexible revenue models.

Usage-Based Pricing and Services

Empower reps to meet customers' varied needs with flexible pricing models such as metered services, consumption-based, or tiered usage structures. Support consumption pricing for any kind of service. Configure units of usage and setup different pricing rates based on usage volume.

Contract Renewals and Amendments

Provide customers flexibility to amend their contract and terms anytime. Accelerate upsells and cross-sells with quoting for add-on, swaps, and upgrade amendments. Reduce churn with automated customer communications like renewal quotes and mid-term change notifications.

Channel Partner Sales

Accelerate partner sales efficiency. Make it easy for partners to give customers accurate quotes for products and services. Embed products, pricing, and rules in policy-aligned partner portals. Automate product recommendations and interactive capabilities for deal collaboration with partners.