Sales reps want to upsell and send accurate quotes. This job is easier said than done when you have an extensive catalog.
This problem is compounded when you have the following:
Flexible product bundles with different product options
Various discount schemes
Custom product validations
Recommendation rules
The process of creating a quote is error-prone when there are many things to remember. Sales reps might forget about recommending a newer product, ask about an accessory, or they might add the wrong discount.
Your software should make it easy to upsell and send accurate quotes. The software should:
Display relevant discounts that can become available with quantity increase when a product is added.
Aid you by automatically applying applicable discounts (Volume discounts, Buy X, Get Y offers, Seasonal offers…).
Prompt the salesperson with suggestions to select complementary products — for example, an extended warranty or an accessory.
Display available options when the salesperson is adding a flexible product bundle.
Warn if a quote violates product rules.
Make it easy to administer by allowing custom product rules and time-sensitive discounts.
A breed of sales applications have been designed specifically for this purpose. They are branded as CPQ (Configure, Price, Quote) apps. They help you configure the right items to the quote, apply the right prices/discounts, and send beautiful proposals.
Vtiger’s CPQ Add-on brings these capabilities to your CRM without integrating with external applications.
The CPQ Add-on in Vtiger includes the following features:
Product Rules
Discounts
Product Options
Product Family
Summary Variables
The CPQ Add-on is priced at $8 per user per month and available in One Professional and One Enterprise editions. Click here to learn more.
What’s New in Vtiger
Live Chat Plugin for Instagram Direct Messaging (DM)
This add-on lets your live chat agents respond directly to Instagram messages from your customers without leaving the Live Chat console.
It is available as an Add-on and priced at $15 per month.
Live Chat Plugin for Instagram Direct Messaging (DM)
This add-on lets your live chat agents respond directly to Instagram messages from your customers without leaving the Live Chat console.
It is available as an Add-on and priced at $15 per month.
Webinar & Videos
Webinar on Vtiger’s GPT feature
Did you attend the webinar?
If you couldn’t, watch the video to know more about our GPT feature and how it can be utilized to generate professional content for marketing, sales, and support teams.
If you couldn’t, watch the video to know more about our GPT feature and how it can be utilized to generate professional content for marketing, sales, and support teams.
AI is very much on everyone’s mind and piquing a lot of interest. If you want to know how AI in a CRM can boost productivity and enhance customer interaction, then read the following blogs.
AI is very much on everyone’s mind and piquing a lot of interest. If you want to know how AI in a CRM can boost productivity and enhance customer interaction, then read the following blogs.
An internal collaboration tool, @mention facilitates the gathering of information from different team members and keeps everyone informed about ongoing activities. It eliminates the need for providing daily briefs by providing a platform where updates and details can be easily shared.
The Notification feature of the tool helps provide immediate responses when necessary, ensuring efficient communication within the team.
I have used this feature for over seven years and am happy to send/receive alerts and share/get information.
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