WebSource CPQ

Solving Problems

WebSource CPQ order management is a great fit for organizations if you face several of the following challenges:

• Your orders contain errors and you often receive incomplete orders
• Your sales people, resellers or customers cannot easily create orders in a self service mode over the web
• You have quoted or contracted prices and you need to place and track partial orders against contracted/quoted quantities
• Your Quote to Order process has too much data replication, copy and paste or manual data re-entering
• You have multiple complex pricing schemes
• You sell in multiple currencies in multiple markets and multiple languages
• New product introductions and pricing changes are time consuming
• You need to allow for order changes even after an order is placed
• Your sales people, resellers and customers cannot easily find and order the right product based on their needs
• Your sales people, resellers and customers cannot easily access your product data and specifications
• You have complex products and/or services due to compatibility rules, mandatory inclusions, pre-requisites, etc.
• Your orders often include related equipment, software and services
• Your products are highly configurable or customizable and there are hundreds, thousands, or millions of products/part numbers/sku/service variations
• You cannot easily maximize up-selling opportunities, such as warranties, related products or services, maintenance contracts, etc.
• You have complex pricing such as quantity based discounts, bundles, formula based pricing, term based subscriptions, pro-rating, co-termination, labor cost computations, etc.
• Your struggle with managing special offers and promotions
• You don't have the necessary infrastructure or IT resources to address all your Order Management challenges

Features and Benefits

• Easy point and click product and price maintenance and workflow setup and maintenance
• Maintenance via point and click setup, Web Services API or via Excel Uploads.
• Support for complex B2B or simple B2C orders
• Product search based by part number, description, or product characteristics, such as height, weight, color, or any other relevant product data
• Unlimited number of products, product categories, product attributes
• Unlimited number of pricing schemes and price books
• Unlimited number of different user types with different permissions
• Automated Cross-sell/up-sell suggestions