Oracle Modern Best Practice—Quote to Order
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.
Leverage Data, Empower Sales Teams
- Intuitive, task-focused user interface designed for mobile devices
- Contact, account, opportunity, and lead management
- Calendar and contact integration
- Forecast submission
- Maps, phone, and email integration
- Real-time analytics
- Configure web and mobile applications for all devices from one place
Mobile. Social.Present and Negotiate
Securely share rule-based personalized quotes, digital product collateral, and key information with prospect.
Mobile. Analytics. Social.Monitor Quote Status
Dashboard-driven reviews of quote status, totals. and time-to-close.
Mobile. Social.Approve Pricing
Automated or manual rule-based and workflow-routed approval of pricing, ensuring commercial viability.
Mobile. Social.Confirm Order Options
Determine billing, shipping, payment, and scheduling requirements.
Mobile. Social.Convert to Order
Generate and securely share sales order and confirmation.
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