Increased efficiency by 50% with automated quotes and proposals

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Still playing with spreadsheets? Manual work is always error prone and with too many reviews and revisions slowing down your process. With large and complex product offerings, it is difficult for any salesperson to remember all of the possible combinations, accessories, and options available for every product. You are risking putting out a proposal with out of date pricing, incorrect terms and conditions and mismatched items.You might only have one chance to get your proposal in front of a potential customer. If you miss the opportunity, you could miss out to a competitor.

It’s time to change! Instead of your sales reps having to pull information from different spreadsheets and sets of product information to create a quote, Yagna’s Configure Price & Quote (CPQ) solution quickly guides them through the product configuration and provides upsell and cross-sell recommendations. Yagna extends beyond available CPQ offerings with the ability to include virtually all customers, resellers, distributors and manufacturers to connect, communicate and collaborate to drive positive business results for all involved.

Yagna’s CPQ allows users to step through a complete workflow from Customer requirements to placing an order. With guided selling, cross-sell and up sell recommendation capabilities, sales reps can now easily create tailor-made solutions for the specific needs of their customers. Sales reps can turn the quotes around in minutes instead of days or weeks with the capabilities to quickly configure, determine price, and then create a professional-looking proposal.

Yagna’s CPQ greatly reduce errors, streamlines your workflow allowing for greater efficiency throughout the order management by selling more of the catalogue to more customers.

 

Features:

  • Salesforce & Microsoft Dynamics Integrated
  • Multi-vendor Product Stores
  • Guided Selling to build quick quotes
  • Vendor integrations for product validations
  • Real time pricing from Vendor/Distributors
  • Rule based Discounts and Margin
  • Deal registrations with Vendors
  • Quote Optimizations
  • One click customer Proposals
  • Confirm Orders to Vendors/Distributors
  • Territory & sales hierarchy management
  • Customizable Reports/Funnel Visibility