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CPQLite

Streamline, Sell, and Close More Deals Faster!

Overview

Built on 80/20 rule, CPQLite is a pay-as-you-go Quote-to-Order solution designed to help businesses that are looking to digitally transform their operations, drive their sales and revenue economically.

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  • Configure: Configure by product types; Leverage the Product Bundle Configurator to design and customize bundles with standard SFDC products; Use Advanced Search to navigate with intuitive search & filter options easily.

  • Price: Set and manage pricing discounts for all your products easily. Share your product offerings through i) Standard list pricing ii) Volume-based pricing strategies iii) Percentage of total order value.

  • Price Adjustments & Discounts: Make pricing adjustments with option pricing and prorated subscription pricing. Also, you can provide volume-based discounts, product option discounts, and manual discounts.

  • Quote: Sync Quotes to Opportunities with Quote Line Editor; Clones quotes along with the quote lines; Auto-create contracts when opportunities are marked as a Closed Won; Predict and forecast contract renewals accurately.

CPQLite is a pay-as-you-go Quote-to-Contract (Q2C) solution designed to help businesses quickly configure complex products/services, manage pricing and discounts, and create quotes based on their flexibility, requirements, and budgets. Thus, allowing them to pay only for what they use while ensuring high win rates and making their customers’ buying experience seamless. Built on the 80/20 rule, CPQLite can be used by businesses in the Manufacturing, Insurance, IT, Healthcare, Retail, and Logistics industry sectors that can streamline their entire revenue lifecycle most economically while meeting the business needs. Key Capabilities: • Simplified Product Configuration • Advanced Search Functionality • Flexible Product Bundling • Customizable Pricing Models • Value and Option Discounts • Automated Quoting • Automatic Contract Creation • Accurate Revenue Forecasting

Categories

Business Needs
Quotes & Orders
Industries
High Tech
Manufacturing
Travel, Transportation, & Hospitality
Personas
Administrator
Consultant
Executive
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
No Limits
Lightning Ready
Multiple Currencies
Managed Package
Lightning App Builder

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