Name: broadn
Author: broadn Inc.

Customer Success Management Training

Customer Training

Help Desk

Web and Video Conferencing

Customer Support

AI Development

Accessibility Testing

Beta Testing

Continuous Integration

Cross-Browser Testing

Feature Management

Functional Testing

Development

Business Intelligence (BI)

Calendar

Collaboration

Emissions Management

Enterprise Content Management

Enterprise

Accounting

Accounts Payable

Crypto Tax

Treasury Management

Finance and Accounting

Applicant Tracking

Compensation Management

Corporate Learning Management

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

AIOps

API Management

Cloud Storage

Custom Software Development Services

Database-as-a-Service (DBaaS)

Enterprise Printing

Fraud Detection

Game Engine

Integration Platform as a Service (iPaaS)

IoT Device Management

Managed Private Cloud

Mobile Device Management (MDM)

Monolithic Frame-based Disk Arrays

Network Performance Monitoring

Requirements Management

Unified Communications Monitoring

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Customer Advocacy

Ecommerce Personalization

Email Marketing

Marketing Automation

Mobile Advertising

Product Intelligence

Social Media Management

Survey & Forms Building

Video Streaming

Web Analytics

Marketing

AI Meeting Assistants

Project Management

Professional Services

Customer Relationship Management (CRM)

Government Contracting

Sales Enablement

eCommerce Analytics

Sales

Cloud Security Posture Management

Security

Apparel

Banking

Direct Secure Messaging

Financial Services CRM

Geographic Information

Medical Office EMR & EHR

Mental Health

Text Analysis

Vertical-Specific

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Oracle CPQ is a cloud-based application that helps sellers configure the right mix of products or services and create accurate, professional quotes to quickly meet their customers’ pricing needs.

CPQ Pricing

Oracle CPQ

broadn

Price Quoting/Configuration software (CPQ) is designed to optimize sales processes such as configuration, opportunity management, bid and quote generation, and order confirmation.

broadn Inc.

Features related to configuring and pricing products and delivering quotes to customers.

Quote sharing/sending

Salespeople can share quotes and quote details with customers, via email, a customer portal, a personalized URL, or some other means.

Credit approvals

Allows customers to input credit information, which can be checked and approved or declined. Credit score may factor into the quote.

E-signature

Includes electronic signature functionality so that proposals can be approved and signed digitally.

Product configuration

Allows users to configure products and services by selecting bundles, constraints, options, preferences, etc.

Configuration options

Supports a robust, comprehensive level of detail around configuration options, including product features, services, quantity, etc. Options take into account availability and compatibility of selections.

Pricing rules

Determines price based on rules and hierarchies. Rules may consider customer demographics, availability, and/or product configuration.

Price adjustment

Sales users can adjust or override prices, based on coupons, discounts, markups, etc.

Purchase history and open contracts

Provides information about a customer’s previous purchases and current purchase/service agreements, which may factor into new sales or need to be modified to account for new sales.

Guided selling/Sales portal

Provides salespeople with tips, recommendations, or question sequences to help with product configuration and quoting, and/or to assist with cross-sell and upsell.

Self-service CPQ

Includes an interface for customers to select product options and generate their own quotes; this is particularly relevant to eCommerce.

CPQ reporting & analytics

Users can report on and analyze CPQ processes. Metrics may include quoting cycle time, proposal acceptance rates, revenue, etc.

Proposals

Allows users to generate/automate sales proposals.

Excel integration

Integrates with Excel so that quotes can be generated on spreadsheets using underlying CPQ rules.

CPQ-CRM integration

Integrates to the company’s CRM to update the customer record.

Attachments to quotes

PDFs, contracts, videos, etc can be attached to quotes and/or proposals.

Renewal management

Includes features for managing renewals and recurring (subscription) payments.

Order capturing

Allows the capture of orders of complex services and across multiple customer interaction channels such as - direct sales, contact center, point-of-sales, resellers, and customer self-service.

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Overview

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