Name: CSG Quote and Order
Author: CSG

Customer Training

Help Desk

Web and Video Conferencing

Customer Support

AI Development

Automation Testing

Cross-Browser Testing

Performance Testing

Development

Business Intelligence (BI)

Collaboration

Document Management

Emissions Management

Online Notary

Quality Management

Traceability

Enterprise

Accounting

Crypto Tax

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

HR Service Delivery

Payroll

Relocation

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Blockchain-as-a-Service (BaaS)

Bug Bounty

Business Rules Management

Cloud Migration

Cloud Storage

Configuration Management

Fraud Detection

Integration Platform as a Service (iPaaS)

Load Balancing

Machine Identity Management

Managed DNS

Migration

Mobile Application Performance Monitoring  (APM)

Network Diagnostics

Network Performance Monitoring

Privileged Access Management

Requirements Management

Software Components

Value Stream Management

Wireless WAN

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Creative Management

Email Marketing

Marketing Automation

Mobile Advertising

Predictive Analytics

Social Media Management

Survey & Forms Building

Web Analytics

Marketing

Project Management

Professional Services

Conversation Intelligence

Customer Relationship Management (CRM)

Sales Consulting

Sales Dialer

Sales Enablement

Sales

Virtualization Security

Security

Animal Shelter

Banking

Dealer Management

Digital Forensics

Jail Management

Physical Therapy

Plagiarism Checker

Restaurant Management

eDiscovery

Vertical-Specific

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CSG’s Quote and Order solutions, based on the Telflow technology acquired wtih DGIT Systems by CSG in October of 2021, provide an open and interoperable design that is that is completely catalog driven. The solutions aim to enable communications and digital service providers to launch new products in hours instead of weeks or months.

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CSG Quote and Order

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

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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CPQ Software

CSG Quote and Order
Formerly DGIT Systems telflow

Overview

What is CSG Quote and Order?