CPQ & Sales
Accelerate your sales
Increase sales velocity with Nextian CPQ (Configure, Price, Quote) and sales management for cloud and communications.
Quickly generate accurate sales quotes
Quote complex products and services with CPQ specifically designed for cloud and communications.
- Quote subscription services, traditional ‘widget’ products and add-ons with recurring, one-time and usage-based charges
- Determine pricing automatically based on contract term lengths, renewal types and other criteria
- Easily apply and approve markups and discounts
- Create multiple quote variants with a single click
Provide your customers with a consistent sales experience
Shorten sales times and eliminate errors with automated paperwork generation, electronic signatures, and touchless order creation.
- Quickly generate quotes in the Adobe PDF format using fully customizable paperwork (styles, graphics, logos, signature sections, and others)
- Distribute quotes to customers via email or electronic signature requests (DocuSign and others)
- Automatically create orders from quotes ensuring 100% match between quotes and orders
Streamline business complexities
Quote changes to existing services as easily as new services with real time updates on affected revenue and profit.
- Create quotes and generate paperwork for service changes, replacements, re-terms, re-rates, cancelations and other line items
- Mix various line item types within a single quote
- Establish a uniform quote-to-order process and stay informed how changes will influence your financials
Easily source & price from third parties
Quote dynamically priced products from third party marketplaces (e.g., multi-vendor sourcing, exchange bidding, location-based pricing, etc.).
- Configure dynamic products in the product catalog
- Source from multiple quoting engines and vendors
- Follow identical quote-to-cash process as for regular products from CPQ through ordering to billing
- Use vendor-specific delivery workflows for ordering automation
Ensure sales forecast accuracy
Stay on top of your forecasting game with advanced metrics beyond just new sales.
- Analyze the full financial impact of individual quotes & opportunities: new, lost, uptick/downtick and net revenue, profit & margin as well as total contract values
- Automatically identify recurring and one-time new sales/logos, cross-sell and upsell amounts
- Forecast revenue, profit & margin as well as contract values across all opportunities & quotes across the sales funnel
- Keep sales numbers accurate by excluding superfluous quote variants from the forecast
CPQ & Sales Highlights
Product Catalog
- Subscriptions, widgets, and add-ons
- Location-based and non-location products
- Single and multiple quantity products
- Fixed and usage-based billing
- Dynamic pricing from third parties
- Term-based subscriptions and one-offs
Pricing & Sourcing
- Recurring, one-time and usage-based charges
- Term and renewal-based pricing
- Dynamic pricing from external sources
- New services, cancelations, changes, re-terms, re-rates and service requests priced from the product catalog
Quoting
- Various line-item types within a single quote
- Multiple quote variants on a single opportunity
- Reseller tracking
- Approval process
Markups & Discounts
- Markups & Discounts
- Percentages or dollar amounts
- Applicable to one-time, recurring and usage charges
- Automated financial impact calculations
- Approval process
Documents & Signatures
- Quote PDF generation
- Fully customizable paperwork templates
- Document versioning
- Distribution via email or DocuSign
Analytics & Forecasting
- Automated financial metrics
- Net revenue, profit & margin, and contract values
- Quote approval rules based on the financial metrics
- Enhanced sales funnel including the financial metrics
