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热门问题

Oracle 现代优秀实践 — 从报价到订单

现代优秀实践 — 从报价到订单
通过洞察驱动的报价更快推进交易

Quote to Order

The mobile, social, cloud, and analytic capabilities built into modern best practice for sales enable you to generate accurate, personalized quotes and drive efficient order delivery. Leverage customer insights to create personalized quotes. Enable sales teams to be mobile and productive. Monitor quotes, approve pricing, review orders, and securely share orders—no matter where you are. Use the following best practice as your roadmap to optimize your sales organization for growth.

利用数据,助力销售团队

  • 专为移动设备设计的直观、以任务为中心的用户界面
  • 联系人、客户、商机和线索管理
  • 日历和任务集成
  • 预测提交
  • 地图、电话和电子邮件集成
  • 实时分析
  • 从同一位置为所有设备配置 Web 和移动应用

Present and Negotiate
Present and Negotiate icon Mobile. Social.

Present and Negotiate

Securely share rule-based personalized quotes, digital product collateral, and key information with prospect.


Monitor Quote Status
Monitor Quote Status icon Mobile. Analytics. Social.

Monitor Quote Status

Dashboard-driven reviews of quote status, totals. and time-to-close.


Approve Pricing
Approve Pricing icon Mobile. Social.

Approve Pricing

Automated or manual rule-based and workflow-routed approval of pricing, ensuring commercial viability.


Confirm Order Options
Confirm Order Options icon Mobile. Social.

Confirm Order Options

Determine billing, shipping, payment, and scheduling requirements.


Convert to Order
Convert to Order icon Mobile. Social.

Convert to Order

Generate and securely share sales order and confirmation.


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