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Quick Estimate Agent
Use Agents to get a Quick Estimate and help with Guided Selling
- Industries
- Healthcare & Life SciencesHigh TechManufacturing
- Business Need
- SalesLead & Opportunity ManagementQuotes & Orders
- Requires
- AgentforceRevenue Cloud CPQ
Agent solves the problem of getting an informed estimate rapidly, building customer trust, improving responsiveness, and helping customers get budgetary estimates.
Highlights
Agent identifies relevant customer information and requirements based on account and opportunity information
Agent maintains permissions by summarizing information across Salesforce and Salesforce CPQ to help your reps get relevant information without breaking information sharing policies.
Agents can create a comparable estimate using history in Salesforce and Salesforce CPQ and/or generate a bottoms up estimate using Revenue Cloud
Agent matches relevancy of response to give a score for reps to understand how accurate the Agent answer is to the customer requirements
Agent can use information in Data Cloud to further enrich responses
Veloce Corporation's Impact
Pledge 1%
This company pledges 1% of their product, profit, equity, or time to support the community.
Provider Details
Veloce Corporation
Mercer Island, WA
The mission of Veloce is to simplify a complicated world by delivering performant solutions that speed the adoption of Salesforce Revenue Cloud across the product to cash journey. Veloce is a services provider that focuses on complex transaction management automation in business services, life sciences, and manufacturing companies. We excel at projects that require performant solutions that have complex pricing, channels, compliance, and configurable solutions.
Pricing Details
Freemium
You can use this limited solution for free, but must pay to increase usage, users, or features.
Free for up to 2 users Per conversation pricing thereafter
After 2 free users successfully using solution, Agent can then be scaled across organization. Thereafter, pricing will be in blocks of conversations to use per year. Service and implementation charges to install, tune, and support solution may apply.
Standard Pricing
$1 USD/Conversation/month
Free trial available for 60 days