Sell More Productively
Products are the goods or services your company sells or the goods/services your company provides.
After you create a quote, you should add the products that best meet your customer’s requirements.
Your sales reps can select specific products more easily to meet your customer’s
business requirements with CloudCC product management and product family management.
Let your sales reps sell the right products to the right customers.
A price book is a list of the products or services you offer and their prices.
Each product you offer has a standard price. When you create a new product, you will add a price for the product.
But sometimes, one product has a different price for a different market, region, industry, or other subsets of your customers, so what should you do? You should use standard price
books to track default prices of products and use custom price books to track list prices of the products or services you offer for each market segment.
Quotes and Quote Line Items
A quote is a document that tells your customers how much you charge for your products or services.
In fact, when your customers ask you for a quote, they are looking for purchase details and any discounts you may offer,
you should choose the most appropriate purchase and payment plan through your quotation. CloudCC's quote management helps you define different quotes for every customer.
A contract is a legally-binding agreement about products, prices, and business terms associated with your accounts. When your customers decide to buy a product or service,
your sales reps will provide them a contract. They can track contracts through your organization’s approval process and use self-defined workflow reminders for contract renewals.