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GoCloudz CPQ - Order Management, Opportunity Renewals, Automation, Inventory

Transform Opportunities into Orders effortlessly. Renew with precision

Overview

This native app seamlessly integrates with the Sales process, automating Orders & Line Items creation based on Opportunity/Quote stage. Streamline Opportunity renewal with configurable dates. Eg. Start renewal process 30 days prior to the Order End Date

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See How GoCloudz CPQ - Order Management, Opportunity Renewals, Automation, Inventory Works

  • ELEVATE SALES EXCELLENCE Auto create Orders along with products based on your Sales cycle. For example, create an Order once the Opportunity Stage is "Closed Won". No manual entry. Impress customers with speed and unwavering accuracy.

  • BOOST SALES PRODUCTIVITY Drastically shorten the sales cycle by automating Opportunity renewal process. Configure "one time" vs "recurring" items.

  • WORKFLOW MANAGEMENT Customize workflows to suit various scenarios, including subscriptions, complex products, and one-time services. Leverage standard Salesforce tools to configure workflows effortlessly – no coding required!

- Auto create Order and Line Items based on Opportunity Stage or Quote Status - Auto create renewal Opportunity w/wo Quote from Order - Configurable renewal date - Configurable fields to invoke Order, Opportunity, and Quote creation - Set default field values - Supports Salesforce Classic and Lightning - 100% SFDC native - All standard Salesforce features, automation, and rules supported Install Full Featured FREE 15 days trial today! For step-by-step tutorials with videos, please visit - https://www.gocpq.com/orders-and-renewals/

Categories

Business Needs
Finance
Quotes & Orders
Agent Productivity
Industries
Financial Services
High Tech
Manufacturing
Personas
Administrator
Business User
Sales Representative / Manager
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.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Salesforce Shield
Supports Salesforce orgs that use Shield.
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.
Salesforce Mobile
Supports Salesforce for iOS and Android.
No Limits
Lightning Ready
Multiple Currencies
Person Accounts
Salesforce Shield
Managed Package
Lightning App Builder
Salesforce Mobile

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