Marketing Cloud, Trailhead...
Explore the features that help you close deals and grow revenue faster.
Make configuring complex deals fast and easy.
Guided Selling
Easily help reps select the right products and services with a step-by-step configuration wizard.
Solution Configurator
Create rules and preconfigured solutions to streamline complex sales cycles — and boost product add-on attachment rates.
Pricing Engine
Model different deal scenarios for complex quotes using predefined pricing and discount guidance, including one-time, recurring, and usage-based pricing models.
Quote Generation
Create accurate, branded quotes in one click, with options to hide or reveal discounts and quote lines.
Grow and nurture your customer base.
Contracted Pricing
Streamline repeat business by defining negotiated prices, or inheriting pricing from a prior quote.
Contract Amendments
Make upsells and cross-sells easier by streamlining the process for add-ons, swaps, and upgrades.
Installed Base Management
Empower service agents with complete visibility into customers’ purchased assets and subscriptions, all in one place.
Automated Renewals
Reduce churn by proactively generating renewal quotes and sending them to customers — including mid-term changes.
Reduce financial risk and compliance burden.
Product & Pricing Rules
Ensure reps quote complete and compatible solutions with automated guidelines and dependencies.
Dynamic Terms & Conditions
Eliminate contract complexity by automatically adding product and customer-specific terms to quotes.
Accurate Prorations
Put an end to price discrepancies between quotes, orders, and invoices with a single unified pricing engine.
Advanced Approvals
Automate cross-functional approval chains to ensure policy alignment — without slowing sales cycles.
Automate the customer lifecycle.
Advanced Order Management
Automate complex order fulfillment by splitting quotes into multiple orders based on time or location.
Flexible Invoicing
Ensure timely cash collection by automating invoicing for one-time, recurring, or usage-based fees, including invoice consolidation.
Simplified ERP Integration
Fuel downstream financial processes with accurate customer data and revenue schedules.
Automated Payments
Reduce manual processing time by streamlining electronic payments via credit card or ACH.
Turn transaction data into insights.
Pricing Analytics
Leverage AI to analyse discounting trends across products, geographies, and sales teams.
Quoting Analytics
Identify bottlenecks in your quoting process to accelerate sales cycles.
Subscription Analytics
Manage recurring revenue growth with real-time KPIs like churn and MRR.
