Merlin CPQ

Merlin CPQ is a Configure, Price, Quote (CPQ) solution offered by CAS Software AG. According to the vendor, it aims to streamline and optimize the sales process for businesses of all sizes. It is designed to assist sales teams in various industries, including manufacturing, distribution, and services, by providing accurate and personalized quotes, proposals, and orders in a timely manner. Merlin CPQ is said to be a valuable tool for sales professionals, product managers, engineers, business analysts, and consultants looking to enhance their digital sales capabilities and improve overall sales effectiveness.

Product Configuration: According to the vendor, Merlin CPQ offers features that streamline the configuration process for complex products and services. Users can define rules and constraints to ensure accurate configurations, and guided selling is enabled through dynamic questionnaires. Additionally, the solution provides 2D and 3D visualizations to help visualize product configurations.

Pricing and Quoting: The vendor claims that Merlin CPQ allows users to generate accurate and customized quotes based on configured products. Pricing rules and discounts can be defined, and pricing calculations are automated based on the product configurations. The solution also offers customizable templates to generate professional and branded quotes.

Guided Selling: Merlin CPQ is said to provide step-by-step guidance to sales representatives throughout the sales process. According to the vendor, the solution offers product recommendations based on customer needs and preferences, enabling cross-selling and upselling opportunities to improve sales effectiveness and customer satisfaction.

Integration and Compatibility: The vendor states that Merlin CPQ seamlessly integrates with CRM and ERP systems, providing a complete sales solution. It also supports integration with e-commerce platforms for online sales. The solution is designed to ensure compatibility with existing IT infrastructure and software.

Workflow Automation: According to the vendor, Merlin CPQ automates sales processes and approvals, resulting in faster quote generation. The solution enables collaboration and communication between sales teams and other departments, tracks and manages quote revisions and approvals, and reduces manual errors in the sales process.

Reporting and Analytics: Merlin CPQ is said to provide insights into sales performance and quote conversion rates. Users can track key metrics and KPIs for sales effectiveness and generate customizable reports and dashboards for data-driven decision making. The solution aims to help identify trends, opportunities, and areas for improvement in the sales process.

Intelligent Configurator: The vendor claims that Merlin CPQ offers a user-friendly interface with drag-and-drop functionality, allowing users to easily create complex configurations for products and services. Various options and features can be customized, and 2D and 3D visualizations are provided to visualize configurations.

Automated Pricing and Quoting: According to the vendor, Merlin CPQ eliminates manual calculations and reduces errors by considering factors such as product configuration, discounts, and pricing rules. The solution aims to generate accurate and competitive quotes quickly.

Integration with CRM and ERP Systems: Merlin CPQ is designed to ensure a seamless flow of data between different departments and applications by integrating with CRM and ERP systems. This, according to the vendor, provides up-to-date and easily accessible information throughout the sales process.

Workflow Automation: The vendor states that Merlin CPQ aims to streamline and automate repetitive tasks and processes. It offers features such as automated approval workflows, contract generation, and order processing.

Advanced Analytics and Reporting: According to the vendor, Merlin CPQ provides customizable dashboards, real-time reporting, and KPI tracking, allowing users to gain valuable insights into the sales process.