CPQ – Configure Price Quote Solution with SugarCRM
CPQ - CONFIGURE PRICE QUOTE SOLUTION NATIVE add-on for SugarCRM
Does your sales team spend most of their time building
quotes instead of selling products?
Drive your growth with improved sales
team productivity
- Accurate Quotes
- Faster Quote Turnaround Time
- More Time with Sales Team
- Faster Quote Approvals with Automation
- Sales Team Productivity Improvement
- Faster Sales Life Cycles leads to Faster Sales Closures
- Faster Onboarding of Sales Team Members
Implementing CRM since 2004
- SugarCRM partner since 2007.
- Implemented SugarCRM for customers across the globe.
- Strong Solutioning Skills - you tell us your problem and we think about the best solution for the problem.
Easy to use CPQ add-on for SugarCRM
Discount Policies, Tiered Pricing and
Block Pricing
- Create a discount policy record for a product catalog item.
- Add tier / blocks pricing information in the Tiers Sub panel.
- Configure the last Tier / Block.
- Add the product catalog item to the Quote and quantities.
- Accurate pricing is calculated based on which block the quantity belongs to.
Configure Features and Options
for a Product Catalog Item
- Go to the product catalog sub panel and add features to it.
- Create options based on the features created along with pricing.
- Add the product catalog item to your Quote.
- Open the Quoted Line Item and configure the options needed for the customer.
- Save the Quoted Line Item for getting the pricing of the configured product.
Bundled / Configured Products
- Go to the product catalog sub panel and add features to it.
- Create options based on the features created along with pricing.
- Add the product catalog item to your Quote.
- Open the Quoted Line Item and configure the options needed for the customer.
- Save the Quoted Line Item for getting the pricing of the configured product.
Product Catalog Dashlet enhancement
with "Bundled Products"
- Identify your core products and bundled products with a separate tab.
- Add Bundled Product and avoid the complexity of adding individual related products.
- Apply the discounts automatically by attaching a discount policy to the main product as well as the bundled components.
Enhanced Quote Line Item Record View - Dashlets and Sub panels
- Options Sub panel for adding optional features.
- Add-on sub panel to add the related products.
- Add-on, option dashelt for easy configuration of the product line item.
- Discounted Pricing Information.
Discount Approval Automation with
SugarBPM
- Create the Discount approval process.
- Set the discount approval policy based on the designation.
- Notification goes to the manager.
- He can approve or reject the discount.
- Approval Discount is registered in SugarCRM as approval.
You can get Your Sales Team Sell More
Let our CPQ Consultant Understand your Business, Your Product Catalog and Quote Process
A Bhea we know the importance of sending a price quote quickly. To generate an accurate quote quickly you need a robust quoting system that handles complex product catalogs and complicated pricing information.
Most of the CRMs have simple product catalog and quoting systems. And complicated product combinations and pricing policies have to be done by manual intervention from the sales team. We believe that with manual intervention in price calculations the sales team spends more time in preparing quotes than selling.
By using the pricing policies module , extended product catalog to handle bundled products and quoted line item’s add-on dashlet, sales team can seamlessly generate accurate quotes within a few seconds.
Schedule a comprehensive demo with one of our CPQ consultants. You can definitely reclaim your sales team’s time by eliminating the human element of the quoting process.
Pricing and Plans
Sugar Sell
USD / per user per month / 3 user minimum / billed annually
- 2 sandbox instances
- 60 GB storage
- Phone support
- 4 Support-authorized contacts
- Doc Merge
Sugar Enterprise
USD / per user per month / 3 user minimum / billed annually
- Advanced workflow with SugarBPM
- SQL-based reporting
- Accelerated support SLAs
- Support via phone and SugarCRM Support Portal
- 4 Support-authorized contacts
CPQ Addon
USD / Up to 25 Users per Annum / / billed annually
USD / 25 to 50 Users per Annum / / billed annually
Frequently Asked Questions
Yes, you require either Sugar Sell licenses or Sugar Enterprise licenses to add these features.
It is priced based on the number of Sugar licenses you have. If you have less than 25 Users, it is priced at $4800 per annum. And for 26 to 50 Licenses it is priced at $9000 Per Annum. Anything above 50 users, you can contact us for pricing.
The cost of CPQ add-on includes 4 hours of training / guidance to use the add on on your own. However if you need any further assistance in configuring your product line or customisations it is charged as professional services.
CPQ implementations typically take a few weeks depending on the complexity of the product catalog pricing and combinations.
No technical knowledge is required. Any SugarCRM administrator can work with the system and configure. The end users use the normal quoting process of SugarCRM. Both administrators and end users may require a bit of training on how to use the features.
A quote with discount policies for tiered / block pricing and configurable products might take less than 3 minutes.
No. Bhea’s CPQ add-on is not an external application that needs integration but it is a native add-on that will be installed as a module loadable package.
You use the standard quotes module to create the Quotes. And the enhanced Product Catalog dashlet will have one more tab to add bundled products. And Quoted Line Item will help in adding the add-on products and optional features. But the actual quote and quote PDF generation will be same as the standard SugarCRM Quote.
As part of the CPQ add-on license fee, we provide 4 hours of guided coaching. If you want more help / support you may buy Bhea support package hours.
All the modules are supported with import features. You can fine tune your product catalog into csv files and upload into SugarCRM.
We can help you in converting your price list into importable csv files and import into SugarCRM for a small fee. The fee depends on the complexity of your current price list and the volume of product line items.
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