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Tacton CPQ for Salesforce®

Configure, Price, Quote for custom, complex manufactured products

Overview

See How Tacton CPQ for Salesforce® Works

  • Empower non-tech users to translate customer needs and requirements into 100% correct solutions with guided selling. Optimize the quote on purchasing drivers, such as energy consumption or TCO, to find the best solution for the customer’s requirements

  • Deliver a flawless buying experience: Let customers see and interact with the product with instant, photorealistic visualizations in 2D, 3D and AR. Increase trust with automatically generated technical drawings.

  • Increase efficiency: Accelerate complex deals, seamless and intuitively, directly from the Salesforce opportunity. Streamline processes and data handling with platform agnostic integrations to other digital tools such as PLM, CAD, PIM, ERP and more.

Using Tacton CPQ for Salesforce, sellers continue to drive their deals in the CRM they love, quoting accurately configured products on their own without technical support. Sales reps and resellers are guided through a flexible selling user interface, helping them to configure the optimal solution for the customer’s needs and requirements. By leveraging Tacton’s powerful configuration engine, sales leaders can be sure that the quoted solution is 100% correct and buildable. - AI-powered CPQ drives sales & efficiency - Real-time, intelligent guidance provides the ideal support for your sales reps - Enable sales across markets & borders with multiple languages & currencies - Impress customers with drag-and-drop Visual Configuration and AR - CAD drawings at the click of a button (for SOLIDWORKS®, Creo® or Inventor®) - Automatically updates Salesforce with quote and order information - Compatible with Salesforce Sales Cloud and Salesforce Experience Cloud - Maximum flexibility to tailor workflows, panels, and look and feel for your organizations’ needs - Single Sign-On - Robust web service APIs

Categories

Business Needs
Quotes & Orders
Industries
Manufacturing
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.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Managed Package