Oracle CPQ Cloud—Capabilities

Sell More. Sell Faster. Sell Anywhere.
Sell More. Sell Faster. Sell Anywhere.

A Streamlined Sales Process Across Any Channel

Help your sales staff, channel partners, and customers find the right products through guided selling. Quickly generate sales quotes and proposals directly from your CRM system. Transform your sales process so you can sell more, sell faster, and deliver a superior customer experience.

Oracle CPQ Cloud is a complete solution that streamlines sales—from inquiry to order—with flexible quoting software capabilities. Because it’s in the cloud, it scales as your business grows, providing the speed and accuracy your salesforce will love and your customers will appreciate.

Configuration and Guided Selling

Configuration and guided selling

  • Ensure 100% accurate quotes and orders
  • Configure complex or simple solutions containing multiple products and services
  • Lead users to the optimal products and options based on customer needs
  • Promote product up-sell and cross-sell through recommended options
  • Drive compliance for a “right the first time” approach across all sales channels
Pricing and Quoting

Pricing and quoting

  • Automatically apply consistent pricing and discounting rules for 100% quote and order price accuracy
  • Easily keep pace with changing pricing strategies and enforce margin discipline on manual discounts
  • Align channel users with corporate rules, procedures, and national regulation
Proposals and Contracts

Proposals and contracts

  • Empower sales reps and channel partners to generate accurate and professional proposals, statements of work, and legal contracts in seconds
  • Close the deal faster by enabling customers to sign online
  • Create and manage dynamic templates, content, and Terms and Conditions libraries
Order Management

Order management

  • Generate orders in one click by converting quotes, not re-entering data
  • Prevent errors by validating order data with business rules
  • Submit orders in real time to your choice of the 20 most popular ERP systems, including Oracle E-Business Suite, Oracle JD Edwards, SAP, Infor LN (formerly Baan), and Microsoft
Reporting

Reporting

  • Analyze and report on essential sales analytics and business data in real time
  • Easy to use, with a familiar, intuitive interface
  • Drill down to detailed data analysis, including a product’s configurable attributes
  • Input full quote and order details to third-party business intelligence (BI) and data warehouse applications
Workflow and Approvals

Workflow and approvals

  • Accelerate the review and approval process
  • Eliminate approval bottlenecks with automated workflow and audit trail
  • Define unique pricing and restrict access for individual users
  • Improve compliance and audit controls
  • Collaborate across sales, services, and engineering teams on quotes and scope of work documents


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