CRM Quote Management is a SaaS based application that seamlessly generates price quotes for opportunities within your CRM. It offers the ability to create price quotes and link those quotes to accounts, contacts or opportunities. These price quote allow sales representatives to easily and efficiently provide customers with quick quotes for pricing and availability - from anywhere, anytime.
A 3-click approach to quickly create, revise, download or email price quote and link quotes to accounts, contacts or opportunities - all within your CRM. Generate product-wise line totals along with cummalitive discounting, shipping and relevant tax calculations to provide real-time quotes. Export to standard or custom PDF formats from anywhere, anytime.
Eliminate price sheet versions & automate to quote management solutions. Ensure your global sales teams are offering deals based on real-time pricing updates, product services, offers and time bound discounts.
Ensure uniformity in customer and partner quotes with approved or pre-approved discounts and escalation workflow. Limit errors in product selection and pricing. Reduce approval time. Quickly create winning proposals, Shorten the sales cycle and improve your deal sizes.
Monitor your sales dashboards and discounting patterns with stakes to critical sales and revenue performances - such as popular products and most discounted products, favorite combo-offers. Avoid uncalled discounting & maximize your deal size and protect your margins to make a direct impact on your ROI.
From an idea to an unforgettable and measurable customer experience
The only choice to intelligently configure, price and quote new deals, add-on sales and renewals inside Oracle CRM On Demand & Oracle Sales Cloud.Request Demo
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Together let's make a better customer experience.