Boost Revenue and Margins, Streamline Sales Practices with the Trusted CPQ Solution
Guide your sales team seamlessly through every step of the sales process with Oracle CPQ Cloud. Give your direct or extended B2B and B2C sales teams the ability to maximize deal profitability through optimized pricing and discounting as well as the ability to easily create accurate and dynamic proposals, contracts, and SOWs. Simplify your quote-to-order process to help your business sell more quickly and efficiently—with increased margins.
CPQ—Sell more. Sell faster. Sell anywhere.
Open all Close allConfigure
Configuration ensures that quotes include the appropriate product mix for both business requirements and customer needs. This removes the burden on sales staff to manually address product complexities such as knowing if part B is compatible with parts A or C. The system guides them through the sales process based on established rules. Built-in CPQ intelligence liberates sales to spend less time on internal challenges and more time on customers. In just seconds, they can create accurate and functional configurations.
Features
- Reduce training requirements by providing effective, easy-to-follow steps
- Identify customer needs and relevant product offers using intelligent recommendations
Guided Selling
- Sell confidently and quickly with configured offers that are 100 percent accurate and validated—every time
- Increase sales efficiency with fewer deals that require product engineering collaboration, with the resulting sales bottlenecks
- Improve the selling experience with re-usable rules and easy-to-understand screens that enable channel sales and customer self-service
Intuitive Configuration
- Enable better customer interaction and collaborative side-by-side selling in the field—where your customers are and on their level
- Reduce back-and-forth iterations by letting your customer help configure the solution in real time
- Support reps with tools they can use anytime, anywhere, and from any device
Any Device
- Easily configure and manage subscription annuities and software license contracts
- Support agreements and renewals including end dates and prorated pricing
- Accept, modify, or terminate contracts with an intuitive, subscription ordering interface
Subscription Ordering
Price
Every quote has its own set of pricing variables, and sales reps need all of that information in real time. Oracle CPQ Cloud automates pricing decisions so that sales reps don’t have to waste time finding the latest price books and calculating pricing. Oracle CPQ Cloud does the math, so your sales reps can spend more time in front of customers.
Features
- Quickly and easily determine optimal pricing and discounts that suit both company objectives and customer requests
- Support various pricing models including multiple price books, discretionary discounting, localization, seasonality, promotions, channel pricing, multitier pricing, and more
- Provide consistent pricing and discounting data in real time so that everyone in the field is operating with the latest information at all times
Pricing: Where and When Needed
- Maximize margins and win rates by focusing on the right deals that align with corporate objectives
- Gain deep visibility into deal metrics such as cost, discounts, margins, and profitability
- Support sales reps and remove guesswork by providing price scoring, last-price paid, KPI deal comparison, historical trends, and predictive win optimization data
Deal Management Intelligence
- Streamline the approval process using smartphone approvals with notifications to designated approvers and reps
- Control visibility and access among relevant participants at every point in the sales process using automated sales cycle control with validation gates
Dynamic Workflows
Quote
Stand out from the competition by creating highly professional quotes with a single click. Oracle CPQ Cloud’s document designer dynamically fills in proposal documents with the most current data. You control the format and depth of information to be provided. Create multilanguage proposals with consistent pricing, terms and conditions, formatting, and branding, along with any additional documentation such as fact sheets, system specifications, CAD drawings, and 3D visualizations. Additional capabilities such as e-signature enable you to deliver a superior customer experience.
Features
- Automate proposal creation with accurate quote specifics that dynamically flow into the document in a single click
- Easily produce all documents needed throughout the sales process including custom-branded quotes, statements of work, engineering documents, data sheets, and contracts
- Guarantee document quality and accuracy to represent your company’s brand and value proposition
Document Designer
- Generate dynamic contracts with automated routing for approvals and signatures
- Compare and merge contracts, highlight differences between contract versions, and accept or reject specific changes made by the customer or legal department
- Store contracts with accounts or opportunities for access throughout the customer journey
- Analyze contract trends to make process improvements over time
Contract Management
- Enable sales reps to personalize designated areas of the document while maintaining professionalism and full audit control
- Gain flexibility with built-in, multilanguage compatibility and flexible document output including PDF, Microsoft Word, and rich-text formats
Flexible Support
- Close deals faster by sending and receiving official electronic signatures
- Leverage seamless e-signature processing via full integration with market-leading e-signature vendors including Docusign
Electronic Signatures
Integrate
Oracle CPQ Cloud is a powerful solution on its own, but when seamlessly integrated into the entire end-to-end, sales-to-order process, it bridges the gaps between CRM and ERP systems. Oracle CPQ Cloud optimizes the sales process, reducing cycle times while increasing overall margins. When the order is handed to the back office, key information flows seamlessly into your ERP application in the manner that best suits your organization.
Features
- Seamlessly navigate from your CRM solution into Oracle CPQ Cloud to configure and price products, and back into your CRM solution
- Leverage supported CRM integrations including Oracle Engagement Cloud, Oracle OnDemand, Salesforce, and Microsoft Dynamics
CRM
- Ensure 100 percent accuracy for each quote progressing to your back-end systems
- Convert quotes to orders with a single click
- Integrate with more than 20 ERP systems including Oracle E-Business Suite, Oracle’s JD Edwards line of applications, SAP, Infor LN, and Microsoft
ERP
- Connect Oracle CPQ Cloud to web service applications to add value to your sales process
- Integrate front- and back-office applications to include e-signatures, mapping, inventory availability, manufacturing materials, pricing fluctuations, currency exchanges, provisioning status, and shipping calculations
Web Services
CPQ Customer Successes
Self-Service CPQ Process Improves Customer Experience for AirBorn
AirBorn
AirBorn scales for growth by eliminating spreadsheets and in-house configuration tools in favor of a self-service CPQ solution using Oracle CPQ Cloud and Oracle Service Cloud.
Hyster-Yale Uses CPQ for Configuration of Complex Products
Hyster-Yale
Oracle CPQ Cloud ticked all the boxes when Hyster-Yale wanted to roll out a global sales process to their dealers that would provide error-free quoting of their 700-plus models with complex configurations.
Forthnet Is Productive, Profitable, and Compliant, with Oracle CPQ Cloud
Forthnet
With Oracle Sales Cloud and Oracle CPQ Cloud, Forthnet has streamlined workflow, increased productivity and effectiveness, and managed a complex product catalog.
StepStone Boosts Sales with Oracle CPQ Cloud
StepStone
StepStone chose Oracle CPQ Cloud as their single reference of truth for product offerings, enabling more efficient sales operations.
Juniper Networks Makes the Complex Simple with Oracle CPQ Cloud
Juniper Networks
Juniper Networks added Oracle CPQ Cloud to their Oracle Eloqua, Oracle Maxymiser Cloud Service, and Oracle BlueKai instances. By integrating marketing and sales tools together, Juniper can scale as its business grows.
Fike Sales Gain Speed, Control, and Visibility with Oracle Cloud
Fike
See how adopting Oracle Sales Cloud and Oracle CPQ Cloud have transformed selling practices at Fike.
Schneider Electric Speeds Up Orders with Oracle CPQ Cloud
Schneider Electric
See how Schneider Electric uses Oracle's world-class CPQ cloud technology to enable streamlined configure, price, and quote processes.
Flowserve Doubles Quote Throughput with Oracle CPQ Cloud
Flowserve
See how Oracle CPQ Cloud is helping Flowserve master complexity and deliver accurate, error-free, and unified proposals on time.
CPQ Resources
Check out the latest information and resources about Oracle CPQ Cloud.
Learn about Oracle’s comprehensive CPQ Breakthrough Opportunity Analysis (BOA). (PDF)
Make the right choice and avoid the financial impact of selecting the wrong CPQ solution. (PDF)
Streamline the sales process for channel partners with Oracle CPQ Cloud. (PDF)
