Name: SalesManager Professional
Author: ACBIS

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Operational Analytics

Enterprise

Accounting

Trust Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Corporate Volunteering

HR Management

Payroll

Recruitment Agency

Relocation

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

eLearning Content

Human Resources

3D Printing

AI Governance

Application Lifecycle Management (ALM)

Cloud Storage

Consulting and Advisory Services

Content Delivery Networks (CDN)

Data Fabric

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Fraud Detection

Hadoop-Related

Integration Platform as a Service (iPaaS)

Internet Performance Monitoring

Managed File Transfer (MFT)

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Office Migration and Repair

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All-in-One Marketing

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Blogging

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Content Management

Email Marketing

Local Marketing

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Social Media Management

Survey & Forms Building

Text to Speech

Web Analytics

Wholesale Marketplace

Marketing

Job Site Management

Project Management

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Customer Relationship Management (CRM)

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SalesManager Professional is a CPQ (Configure, Price, Quote) software solution provided by ACBIS GmbH. According to the vendor, it is designed to streamline the quote creation and order processing workflows for companies with customer-specific products and services. The software is aimed at small, medium, and large-sized businesses across various professions and industries, including manufacturing and engineering, industrial equipment and machinery, automotive and transportation, construction and building materials, and electrical and electronics.

## Key Features

**Product Configuration**: According to the vendor, SalesManager Professional offers robust product configuration capabilities, allowing users to define and manage complex product configurations and options. Users can easily specify product attributes, features, and options, enabling accurate and efficient configuration of customer-specific products. The software supports rule-based configuration, ensuring that only valid and feasible product configurations are generated.

**Pricing and Quoting**: The vendor claims that SalesManager Professional enables accurate and efficient pricing of customer-specific products and services. Users can define pricing rules and models based on various factors, such as product configuration, quantity, discounts, and customer-specific pricing agreements. The software automates the pricing process, ensuring consistent and accurate pricing across all quotes and proposals.

**Integration with CRM and ERP Systems**: According to the vendor, SalesManager Professional seamlessly integrates with CRM (Customer Relationship Management) and ERP (Enterprise Resource Planning) systems. It enables the exchange of data between the CPQ system and other business systems, ensuring accurate and up-to-date information throughout the sales and order processing workflows. Integration with CRM systems allows for better customer management, tracking of leads and opportunities, and improved visibility into the sales pipeline. Integration with ERP systems streamlines the order processing and production workflows, enabling efficient creation of manufacturing bills of materials (BOMs) and routing.

**Workflow Automation**: The vendor states that the software provides workflow automation capabilities, allowing users to define and automate sales and order processing workflows. Users can set up rules and triggers to automate tasks, such as approval processes, document generation, and notifications. According to the vendor, workflow automation improves efficiency, reduces errors, and ensures consistent and standardized processes across the organization.

**Reporting and Analytics**: SalesManager Professional offers robust reporting and analytics capabilities, providing users with insights into sales performance, quote-to-order conversion rates, and other key metrics, as claimed by the vendor. Users can generate customizable reports and dashboards to monitor sales activities, track KPIs, and make data-driven decisions. The software provides real-time visibility into the sales pipeline, allowing sales teams to identify bottlenecks and take proactive actions to improve sales performance.

**Mobile Access**: According to the vendor, SalesManager Professional offers mobile access, allowing users to access the CPQ system and perform sales activities on-the-go. Users can configure products, generate quotes, and access customer information from their mobile devices, enabling them to be productive and responsive while in the field. The vendor claims that mobile access enhances collaboration and enables sales teams to provide timely and accurate information to customers.

QuoteWerks Standard Edition

QuoteWerks Professional Edition

QuoteWerks Corporate Edition

QuoteWerks

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

SalesManager Professional

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

ACBIS

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

What is SalesManager Professional?