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ease
features
design
support

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Description

Enhance the visual shopping experience for your clients by offering them an engaging visual selection process during their exploration and interaction. By doing so, sales channels will not only secure a competitive edge but also experience a quicker route to conversion. This approach will enable you to sell products more efficiently, reducing costly mistakes and duplicative efforts, which in turn will accelerate the sales cycle. Generate interest through fulfillment with a streamlined solution applicable across the entire organization. Increase the number of prospective opportunities and produce more quotes using a user-friendly and efficient quoting system. Fulfill customer needs with faster quote-to-delivery periods, thereby boosting win rates with reduced reliance on internal personnel. Automatically generate precise proposals along with the necessary fulfillment documentation, while also speeding up the introduction of new products by swiftly adjusting to market needs. Ultimately, this comprehensive strategy will enhance customer satisfaction and drive business growth.

Description

Say goodbye to spreadsheets. Workday Services CPQ is specifically designed for quoting services and subscriptions, offering features like guided selling, solution catalogs, and advanced price modeling. You can quote services individually or merge them into one comprehensive quote, accomplishing the task up to ten times faster. The system automatically generates precise proposals, statements of work, orders, and any document related to quotes. As you create your quote, Workday Services CPQ dynamically assembles the necessary document content. You can streamline quote approvals by setting criteria based on various financial and non-financial metrics such as risk, product, practice, and region. This powerful tool integrates seamlessly with CRM, PSA, and ERP software through bi-directional connections. We provide integration packages tailored for CRM and Workday, and our development team is ready to create additional integrations as needed. The transformative features of Workday Services CPQ go beyond conventional quoting methods, enhancing user experience and enabling organizations to operate more efficiently, thus allowing them to focus on innovation and growth. Embrace this cutting-edge solution to elevate your business quoting processes.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

3D Source Product Configurator
Advanced Public Safety Software (APS)
Ellucian
LeanDNA
Microsoft Dynamics 365
OnScreen
Oracle Fusion Cloud ERP
PSQuote
SOLIDWORKS
Salesforce
Siemens APM
Smartflow
SnapAP
TrustCloud
Universal Background Screening
Uptempo
Workday Extend
Workday HCM
myairops

Integrations

3D Source Product Configurator
Advanced Public Safety Software (APS)
Ellucian
LeanDNA
Microsoft Dynamics 365
OnScreen
Oracle Fusion Cloud ERP
PSQuote
SOLIDWORKS
Salesforce
Siemens APM
Smartflow
SnapAP
TrustCloud
Universal Background Screening
Uptempo
Workday Extend
Workday HCM
myairops

Pricing Details

No price information available.
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

Infor

Founded

1992

Country

United States

Website

www.infor.com/es-la/products/customer-experience-suite/cloudsuite-cpq

Vendor Details

Company Name

Workday

Founded

2005

Country

United States

Website

www.workday.com/en-us/products/financial-management/services-cpq.html

Product Features

CPQ

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

Product Configurator

2D Drawing
3D Modeling
Analysis & Constraints
Custom Pricing Options
Inventory Management
Recommendation Engine
eCommerce

Quoting

Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management

Sales Acceleration

CPQ
Campaign Management
Dialer
Email Sequencing
Email Templates
Email Tracking
List Building
Meeting Scheduler
Predictive Analytics
Reporting
Sales Gamification
Sales Intelligence
Sales Workflow Management

Visual Configuration

2D Configuration
3D Configuration
CPQ Integration
Custom Pricing Options
Documentation
Dynamic Environments
Nonvisual Support
Saved Versions
Zoom In

Product Features

CPQ

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

Professional Services Automation

Billing & Invoicing
CRM
Client Portal
Collaboration Tools
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking

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