Products.Our products are really processes with data to deliver actionable data with minimal input. Just the facts!
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Our Approach
We have a modular approach to our products and can activate what you need when you need it.
We make the process simple and easy:
We make the process simple and easy:
- Most customers start with their Products/Pricing, Opportunities, and Reports/Dashboards
- Order Forms and E-Signature integration follows shortly after
- Contracts Management follows
- Last but most importantly: Upsells/Renewal opportunities.
OpportunitiesWe took everything that a rep needs to create an Opp with products and pricing, added in some automated revops magic and formula fields to make it simple and easy to get pricing to your prospects and customers.
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Order Forms CreationWe work with most document generation vendor to pull your data and details into an order form. We have templates pre-built for S-Docs and Drive Connect available on request and can help you integrate others.
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E-Signature IntegrationWe work with most e-Signature providers and can help you get set up with one that works for you. We recommend Adobe, S-Docs, Hello Sign, and Docusign
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Contract ManagementTo edit, simply click directly on the text and add your own words. Use this text to go into more detail about your company. Make sure to include information about how your company came to be.
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Customer 360To edit, simply click directly on the text and add your own words. Use this text to go into more detail about your company. Make sure to include information about how your company came to be.
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Product ManagementTo edit, simply click directly on the text and add your own words. Use this text to go into more detail about your company. Make sure to include information about how your company came to be.
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Dashboards and Reports
Lets get a bit nerdy here. The point of a CPQ is to standardize the inputs to create outputs that are actionable. You want Dashboards and Reports that tell you who is doing what, how the organization is trending and where you need to focus your attention.