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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

CPQLite is an efficient Configure, Price, Quote (CPQ) solution that is embedded within Salesforce, aimed at improving the sales workflows for businesses that handle intricate product lines. One of its primary features is: Product Configuration: This allows sales teams to tailor products or services according to customer specifications while adhering to established business rules and technical limitations. Accurate Pricing: CPQLite streamlines the enforcement of pricing policies, manages discount approvals, and applies volume-based pricing, which promotes both consistency and profitability. Quote Generation: The tool facilitates the swift production of flawless quotes that can be shared with clients using customizable templates. Salesforce Integration: CPQLite integrates effortlessly with Salesforce entities such as Opportunities, Accounts, and Products, simplifying data management for users. Guided Selling: Through intelligent recommendations, CPQLite assists sales representatives in selecting the most appropriate product configurations and pricing strategies. Additionally, this comprehensive approach helps in accelerating the overall sales cycle, enabling companies to respond to customer needs more effectively.

Description

Si-Fi serves as a robust and user-friendly Business Rules Management System (BRMS) that empowers business professionals to craft intricate rule frameworks and process workflows without any coding involvement. Users can select from a diverse array of actions, including creating, displaying, or selecting a Salesforce record, making logical decisions through Si-Fi Expressions, sending out emails, or posting updates on Chatter. These various actions can be seamlessly connected using a simple drag-and-drop interface, enhancing usability. Furthermore, Si-Fi enables processes to engage with all standard Salesforce objects, custom objects, and external data through web services. With the drag, drop, and connect functionality, users can assemble dynamic components to formulate effective business operations. Si-Fi acts as a complementary tool to Salesforce Flow and Visual Workflow, specifically tailored to support businesses with intensive process needs in their pursuit of excellence. In today's customer-centric world, having the capability to implement adaptable, quantifiable, and manageable processes has become essential for success. Additionally, the platform's intuitive design ensures that even those with minimal technical skills can effectively utilize its capabilities.

API Access

Has API

API Access

Has API

Screenshots View All

No images available

Screenshots View All

Integrations

Chatter
Salesforce

Integrations

Chatter
Salesforce

Pricing Details

$25 USD/user/month
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Solunus Technologies

Founded

2014

Country

United States

Website

solunus.com

Vendor Details

Company Name

ORIAC Solutions

Founded

2006

Country

United Kingdom

Website

oriacsolutions.com/products/salesforce-si-fi-app/

Product Features

CPQ

2D Drawing
3D Modeling
Approval Workflow
Guided Selling
Product Configurator
Proposal Generation
Quotes / Estimates
Renewal Management
Self Service Portal
eCommerce

Product Features

Business Process Management

Access Controls / Permissions
Alerts / Notifications
Business Process Automation
Business Rules Management
Collaboration
Process Change Tracking
Process Mapping
Process Modeling & Design
Visual Workflow Management

Alternatives

Csmart CPQ Reviews

Csmart CPQ

Covalense Digital Solutions