You don’t have to worry about checking whether products and options are compatible with one another, or whether a specific SKU is appropriate for your customer’s. Mid-level. Opportunity Management – Records recognized sales possibility and tracks the progress across the sales cycle; Activity Management – Administrates undertaken or planned activities during the customer relationship life cycle. Sales. Must Have Skills : Good To Have Skills : Job Requirements :The team is responsible for developing and supporting innovative business and technical led solutions for our Marketing, Sales, Services, Digital, Customer Support & Legal business functions with Salesforce being the primary platform alongside other cutting edge platforms like SnapLogic, CPQ - Conga/Apttus, Reltio, Heroku, CLM, AWS, OKTA (SSO. It helps manufacturers quickly and accurately generate quotes, configure complex products with options and variants, manage customer orders, and track inventory levels. 3 Billion. Conga’s open, flexible, and high-performance solution unifies, automates, and standardizes. It eliminates the time take for waiting for approvals by 95%. As such, the sales cycle is never bottlenecked, which means more options for a good contract. I drive the end-to-end process from gathering requirements, collaborating with tech leads, designing test cases, and conducting UAT cycles for release. sept. 1. Two numbers. Salesforce Classic and. The trigger is a small code that runs the records, changes the forms, or adds in the history. Learn how and when the discounts are applied. Learn what properties and Iron Python events are available for creating scripts and browse through scripting examples. Try now. Official Exam Guide. An effective CPQ solution can help businesses streamline their invoicing. Because the solution makes CPQ capabilities central to your sales process, you can give your sales reps an enormous competitive advantage and a quicker path. Salesforce CPQ sets a flag the first time that CPQ triggers run for calculations that prevent the trigger from firing again. Starting price: $75. Block Pricing. CPQ CRM Integration = A More Efficient and Stronger Sales Force. Maximize deal profitability with optimized pricing and discounting while easily creating accurate and dynamic proposals. Using Salesforce CPQ, you and your sales team can go from creating a new opportunity to handing the customer a quote in a matter of minutes. 3. Automated workflows, streamlined approvals, improved order management, and real-time access to product information give both sales teams and customers a smooth journey through the entire process. Set Rules for Pricing, Discounts and Dynamic Products. Industrial Equipment Manufacturing. "PROS SCPQ the best tool to configure products and services". What does CPQ stand for: An in-depth overview The CPQ process is closely tied to the sales pipeline and the quote-to-cash cycle. An end-to-end practical guide to implementing Salesforce CPQ solutions, shortening your sales cycle, and generating a higher ROI. Because reps are able to generate those quotes more quickly and accurately, they’re able to close deals faster. Project Role Description :Lead the effort to design, build and configure applications, acting as the primary point of contact. 01. This. Eliminate errors in opportunities, quotes, and contracts. Furthermore, Salesforce regulates updates and releases sales cycle upgrades smoothly. 4. True. They go together like chocolate and peanut butter. Firstly, you can configure a specific product portfolio within the scope of a quote (based on your overall product catalog). Q26. Expand sales with upsell opportunities, easily import distribution quotes and configurations, and simplify fulfillment with electronic orders. eBay: Shop Black Friday deals on eBay - Up to 70% off today. Oracle Configure, Price, and Quote (CPQ) enables companies to streamline the entire opportunity-to-quote to-order process, including product selection, configuration, pricing, quoting, ordering, and approval workflows. market segmentation theory. Streamlined quoting - one Sales workflow in your Salesforce CRM 2. With our Salesforce CPQ implementation services, your team gets a complete 360 degree of the sales performances and predicts future revenue generation opportunities. The order management cycle is an end-to-end process that begins when a customer purchases a product and continues through delivery and sometimes returns. . Epicor CPQ software is a one-stop solution for complex, custom products that streamlines your sales, engineering, and manufacturing processes. Salesforce is the world’s first cloud-based CRM system. Two times faster moving from quote to cashIncludes CloudAscent propensity guidance for Azure, customer conversation starters, and sales tools. Sales reps will be the primary users of your CPQ program and should realize a variety of time savings throughout the entire sales cycle, from putting together product bundles to applying pricing and discounts to handling contract negotiations. Find tutorials, sample code, guides, and APIs. Get the guide so you don’t risk poor 2024 business outcomes by sitting on the sidelines of emerging trends in sales, hybrid work, trust, cloud, open source, and more. Turn Opportunities into Deals. CPQ software eliminates much of the manual work involved in creating quotes. On your opportunity, there is a Salesforce CPQ field, “Contracted” [1], that triggers the contract and renewal cycle. The API documentation provides technical guidelines for connecting SAP CPQ with external tools. This edition requires an annual contract. One of the key benefits of CPQ and CRM together is increased quoting accuracy. Identify the key systems and roles involved in the sales cycle. CPQ Plus: $150/user/month billed annually. Quote cycle time. Salesforce CPQ stands for Configure, Price, and Quote. which is the CPQ processes of the lead-to-cash cycle. In 2010, US Government incentives triggered the highest monthly spike in house sales in 47 years. It lets users quickly and accurately configure products, select features, determine pricing, and create sales quotes or orders. Download Solution PDF. Salesforce testing is the validation of the configuration and customization performed in vanilla SDFC. Online. The sales data are constructed as follows. 1% in October from September, while furniture sales declined 2% during. Solution. Prudential Life Insurance Company. CPQ helps sales reps close deals fast: Many sales teams are stuck relying on spreadsheets and email when it comes to the final stages of their sales cycle, which means instead of moving on to their next deal, they waste hours trying to figure out how to price a product or chasing down a contract approval it. Self-driving cars. SF Ben Guide. 6/10. Building detailed sales quotes is time consuming, potentially costing your sales team hundreds of hours per week. The combination eliminates the need for manual calculations, reducing the risk of errors and ensuring that quotes are based on the. Organize the Solar Bundle with Features. It also allows sales reps to generate quotes in a more quick and accurate manner. It can quickly generate quotes that customers can access themselves, in real time, in a self-serviceable model. Use Dynamics 365 Sales to keep track of your accounts and contacts, nurture your sales from lead to order, and create sales collateral. If you think using a CPQ tool is the same as sending a basic PDF invoice, think again. In prospecting, you identify companies and people who are a good fit for your products and services, then develop them into leads. Apttus is a quote-to-cash software that automates critical business activities between a potential buyer's purchase and revenue realization. It supports the entire sales cycle, from finding potential leads and tracking their progress, to managing and automating the deal flow, and even generating quotes. A Salesforce certification is a globally recognized credential that qualifies you to implement Salesforce best practices on behalf of your organization. Rating: 4. You create a quote from an opportunity and its products. Looking for CPQ and Product Configurator to add your existing Solution? Easily integrate our Leading Window and Door Software and. The negotiated price can be selected for new, renewal, and amendment quotes. An efficient QTO cycle goes a long way in helping companies improve their selling efficiencies and increase margins. As already mentioned, Salesforce CPQ is a sales tool for companies looking to rethink their sales closing process. Customers can easily discover and install partner solutions to enable salespersons to quickly identify the right configuration of products that fit their customers’ needs and rapidly create accurate. In essence, CPQ technology transfers the most critical aspects of a sales cycle from spreadsheets to an automated sales tool. If the customer chooses a certain chassis (the base frame of a motor vehicle), the choice of engines may be limited, because certain engines might not fit a certain chassis. CPQ, which stands for Configure, Price, and Quote, is a sales automation solution designed to help streamline selling and ordering for manufacturing companies. When this field has a value, users can preview or generate the quote template. Salesforce CPQ is a leading CPQ software for SaaS businesses. Salesforce CPQ Interview Questions and Answers. CPQ software is used primarily by sales teams to streamline the sales cycle. Therefore, CPQ is an essential tool in managing contracted. Work on real-time projects and accelerate your career with our Salesforce Training Program. SF Ben Guide. Example : Dummy screen shots , just to show the process. Salesforce CPQ assists sales representatives in selling the appropriate product combinations regulate discounts and automating approvals. Review which types of actions cause your quote to recalculate. The scripting documentation provides guidelines for writing. A second way CPQ can increase sales, is by shortening the sales cycle. Salesforce CPQ data is relational data, which means moving it between orgs is extremely complex. Las Cimas II- 807 Las Cimas Parkway, Suite 400, Austin, TX 78746,. These purpose-built solutions crush complexity and deliver certainty for solving problems throughout the revenue lifecycle. C cyclical sales and more volatile earnings per share. Oracle CPQ Cloud (formerly BigMachines) helps businesses sell products, services, and solutions faster. Epicor CPQ enables smart, automated, and visual selling. With over 10 years of Salesforce consultancy experience implementing numerous projects, you’re in good hands. With Salesforce Billing, you can create an invoice from the order. Inaccurate data can lead to errors in quoting, resulting in lost revenue, customer dissatisfaction, and damage to the company's reputation. CPQ allows organizations to provide personalized prices and quotes for each customer using codified product and pricing information. Temporary upsurges in sales revenues can also be triggered because of government policies. But CPQ changes all of that. This article will cover the typical seven steps or stages in that process, but remember that not every sale or customer interaction will follow the same path. Focus on the right customers. It helps in streamlining the entire process, as well. Triggers. Sales software includes all the tools you need to improve your sales team’s productivity. Lead management is the process of identifying, qualifying, engaging, and managing potential buyers. Eight Ways CPQ Saves Time for Sales Reps. CPQ software helps IEM manufacturers configure and quote complex products with speed and accuracy. Welcome to Cycle BC motorcycle sales, where we specialize in selling high-quality rental motorcycles at competitive prices. Salesforce CPQ (Configure, Price, and Quote) is a native app that helps the users in the closure of. Ø How to create the Sales BOM in cloud step by step. Prospect for leads. That adds up to more revenue on every deal. Because this product configurator makes CPQ tools and capabilities central to your sales process, you can. sharing the quote with the customer. Separate yourself from your competition with branded and personalized 3D digital sales proposals. Oracle CPQ provides a flexible, scalable, enterprise-ready solution ideal for companies of all sizes that sell. Backfill for Product Manager Capacity that's being leveraged from existing pool towards Non-Finance/OM areas across the following areas: Epics and stories are assigned on the below modules. ~15 mins. Project Role :Application Lead. On the spectrum of B2B marketing initiatives, lead management falls somewhere between broader activities (branding and advertising) and direct, one-to-one efforts (direct or channel sales). Rapidly adapt to market demands using actionable insights from a consolidated view of your project sales and financial data. CPQ isn’t just a sales solution and CPQ isn’t “ a back office solution, ” but a means for the entire company to. Years of experience: 5+. Moreover, Tacton goes the extra mile by connecting to your internal systems to increase visibility, provide a self-service approach, and reduce errors over the customer. Unify Sales, Finance, and Legal on the #1 AI CRM. Select Products ~5 mins. Salesforce CPQ stores the translated values in a localization record. Forrester Research, Inc. Epicor CPQ is the best solution for manufacturers’ sales teams, distributors, and customers to configure, price, and quote complex products. Boost productivity and close more deals with Microsoft Sales Copilot, AI-powered scoring models, and built-in collaboration tools. Incomplete. CPQ is Configure Price Quote – a sales software that helps organizations configure the pricing of their products and generate quotes and proposals to be presented to their buyers. Describe how the Salesforce CPQ quote relates to opportunities and products in Salesforce. Achieve faster sales cycles with customized quotes. The best contract management software improves client satisfaction and retention. According to research, the average sales cycle for non-CPQ software users is 4. Continuous updating — The cycle continues as users make ongoing updates to keep the document current and relevant. Has your team ever implemented. CPQ Roadmaps. The sales team used Excel and PDFs to carry out business transactions prior to implementing PandaDoc. Conga CLM is a critical component of Conga Revenue Lifecycle Cloud, a set of unified products built on Conga Platform that enable you to crush your unique revenue lifecycle complexities and increase revenue certainty. Enable your sales reps and channel partners with the guideance they need to find the best soluti. See full list on pandadoc. Learning Objectives. The CPQ software market was worth a fraction of the CRM market meaning a lot of companies were investing in CRM solutions. Vlocity (Salesforce Industries) offers pre-built solutions on the Salesforce platform that solve the needs of particular industries that require CRMs to be heavily customized beyond Salesforce in its out-of-the-box state. cyclical demand definition: demand that changes in a regular way over time depending on the economic situation, time of year…. Management Level :8. It creates better customer experiences across the buying journey, driving adoption, renewals, retention, and growth. cyclical翻譯：循環的；週期性的。了解更多。We've got some high-in-demand Salesforce courses for you to take your Salesforce skills to the next level, making you a desired professional in the Salesforce job market. The position will be responsible for cultivating and nurturing sales opportunities while achieving targeted numbers for Annual Recurring Revenue (ARR. Infor Configure Price Quote – CPQ Software Where Speed and Accuracy Meet. Additionally, the software tracks and reports a wide range of marketing, sales and customer relationship metrics. Configure, price, quote ( CPQ) is a process used to sell products or services that require layers of customization based on each customer’s needs. Summarize the main phases in a typical sales cycle. Check the list of events that are executed in some typical scenarios. 7%. Simply put, when quoting is automated, sales reps can spend more time selling and bringing. Powered by advanced technologies, it enables predictive maintenance and helps you increase reliability and uptime while reducing overall costs. Initially, CPQ was a standalone product that managed product specifications. Overview. USD (billed annually) Everything in Unlimited plus Performance Management, Enablement and Team Collaboration with Slack. ) Related to CRM CPQ helps sales speed the sales cycle, reduce manual configuration and pricing errors, automate quotes, and convert more proposals to sales. For sales teams that have standardized on a Configure, Price, Quote (CPQ) CPQ selling system, the following analytics, metrics, and key performance indicators (KPIs) are invaluable in gaining. Deals are 105%larger when CPQ is utilized. Cost-and-Markup Pricing. Deals are 105% larger when CPQ is utilized It takes 27% less time to produce a quote with CPQWith CPQ, sales teams perform better, sell more, and regain control by reducing sales cycle friction and eliminating errors. Configure, Price, Quote software (CPQ) enables sales teams to generate price quotes for orders quickly and accurately. This is a major addition that will solidify Flow’s reputation as the go. A faster, more controlled process means fewer errors, speedier closed deals, more accurate data, and more deals moving through the pipeline. Context: -Cegid has an Offer & Catalog Data Management team, which belongs to the IT department (DSI), and is responsible for adding new products for various business units (Retail, Tax, HR & Talent Management, Small companies, and accounting) as well the new companies. Quote-to-order is a part of the quote-to-cash process. 3D televisions. This and other CPQ capabilities make it possible for sales teams to ‘strike while the iron is hot,’ maintaining sales momentum and helping guide their prospects forward at a sustainable rate. Take hold of industry-leading pricing solutions that can help you to analyze, optimize and manage your data and stop your competitors from inching in on your profits. CPQ In Salesforce is any Configure Price Quote Software sales tool that allows sales reps to create quotes with customized product and pricing configurations based on the buyer’s needs, and then sync all interactions with a deal’s documents, within the Salesforce CRM. The biggest challenge of SalesForce Testing is to ensure you are testing. A sales cycle is a series of events or phases that occur during the selling of a product or service. The result was a complex sales cycle, and sending a quote to a customer often took up to an hour. With CPQ and CRM in place, sales teams can ensure that quotes are accurate, up-to-date, and consistent. Streamline your entire business . Deep understanding of Conga CPQ functionalities and featuresLearning Objectives. ”. It is a product that is easy to use and built using native Salesforce objects, ensuring data uniformity across the client’s life cycle. Man Fin Test 2 Connect Quiz Questions. ” In the same study, CSO found that 33. Salesforce CPQ is a tool that helps companies automate and streamline their sales processes. Shortening the sales cycle. Learn more. Quote Line Editor’s search filter is used to filter products, assets, or subscriptions by their field values. Seamless proposals, quotes, and contracts. Check on whether they shop based on geo-location; for example, conduct the user segmentation based on interests and demography to detect patterns. Cincom CPQ™ provides out-of-the-box connectors so your sales team can accurately configure, price and quote products without having to switch. When optimized processes are supported by the right technology, sales teams can provide better customer service and focus on value-added work that leads to more revenue. Consumers tend to be more conservative and cautious about airfare spending during economic downturns (when their disposable income is generally. Developer Docs. 00 per month. An effective CPQ solution can help businesses streamline their invoicing and payment processes, and can simplify inventory management. A typical CPQ tool will provide real-time high-quality data and analytics across your sales pipeline giving sales teams useful insights that can be used to inform the selling process. ~10 mins. 5. With the recent shifts in B2B buying behaviors, it is no. Finally, you can negotiate with a customer and possibly. The best of Salesforce for sales. Product Description. CPQ product rules help ensure sales reps are putting together the right products and bundles every single time. As a Business Analyst at Rubrik, I am responsible for Salesforce CPQ enhancements and projects releases, serving as a liaison between business stakeholders and IT developers. CPQ Artificial Intelligence Documentation. com as a sales tool for companies in providing accurate pricing for any product configuration scenarios. Growth. Official Exam Guide. Oracle CPQ. Get the most out of your distributors. Contracted Pricing in CPQ. Operating leverage emphasizes the impact of using fixed assests in the business. QuoteWerks – Best for the cash process (Quote-To-Cash) sales management. The quoting procedure is part of your sales funnel and involves submitting, approving, and accepting a tender. #Total Experience 20 yrs #Lead to Cost #Product management services to configuration, modelling,product data analysis, application engineering, tendering, auditing, pricing modelling, etc. Learn About Quotes ~5 mins. Configure, Price, and Quote complex deals all on the world's #1 CRM. CPQ in the Sales and Delivery Cycle Sales and delivery teams at Infiwave follow a common process, shown here. Enable your sales reps and channel partners with the guideance they need to find the best soluti. Use Drag&Drop to compose Product Bundles with all the necessary components. You can also customize workflow rules and price rules to target objects during various stages of the quote calculation sequence. Today, CPQ is no longer a standalone back office tool. A CPQ goes beyond Microsoft Dynamics’ capabilities by collecting data on buyer response to proposals, providing more accurate and complete sales and customer insights. You can also create marketing lists and campaigns, and follow. This suggests that adopting CPQ technology could reduce your sales. The CPQ process is closely tied to the sales pipeline and the quote-to-cash cycle. It orchestrates multiple functions, including customer service, analytics, IoT, communication channels, etc. Salesforce Admins solve business problems by customizing the Salesforce Platform. CPQ stands for Configure, Price, Quote. Utilize this Salesforce CPQ certification course to become a pro at building, implementing, and designing quoting flows across the Salesforce CPQ platform. Quote cycle time measures the time it takes for a CPQ tool to generate a quote that accurately estimates when a configured product will be delivered to a buyer and paid for. It automates part of the configuration process and quickly generates quotes based on customization requests and customer records contained in the user’s CRM. United States. By minimizing administrative tasks and allowing sales teams to focus on engaging more effectively with buyers, DealHub helps sales operations reduce the sales cycle and increase revenue. Revenue management is the process of optimising every business activity in the product-to-cash cycle. When developing your pricing strategy, you want to make sure the price is good to your bottom line and your buyer personas. B cyclical sales but less volatile earnings per share. CPQ Salesforce Business Analyst- Cegid. To make a sale, you must build a list of contacts for potential customers. 72 Salesforce Cpq Developer jobs available in Worldwide USA on Indeed. Shortens sales cycle: A well-designed CPQ process integrates organizations with their channel partners in the sales cycle. Review which types of actions cause your quote to recalculate. In this tutorial, you'll learn what an Apttus CPQ tool is and how it works. Coastal Cloud is an award-winning Salesforce Platinum Partner with expert consulting in all clouds: Marketing, Sales, CPQ, Billing, Commerce, Service, Community, Customer Success, ERP, Finance & Accounting, Health Cloud, Government Cloud, Nonprofit Success Pack, Data and Integration Services. Description. . Salesforce Administrator. Here system will ask for Main Item and BOM usage as mandatory fields. • Shorten the sales cycle with the ability to create quotes and orders for configured products in seconds, not days. This diagram includes objects for asset management provided with Communications Cloud. Based on BANT, you should ask qualifying questions that help you determine whether a lead has the right budget,. Salesforce CPQ can help turn your sales team into a lean, mean. After completing this unit, you’ll be able to: List two meanings of the word quote in Salesforce CPQ. Some analysts believe that the term structure of interest rates is determined by the behavior of various types of financial institutions. Involved in analysis of various products, price management, contracts and Renewals with implementation experience. Collect data on every touchpoint in your quote-to-close cycle, and make data-driven real-time adjustments that secure more revenue even as business realities change. The Salesforce Industries CPQ Developer credential is designed for individuals who have experience developing configure, price, quote applications for the Salesforce. Product Description. 2023 - aujourd’hui 3 mois. Tags ~30 mins. Of course, these customer-centric tasks are. Oracle CPQ Cloud (formerly BigMachines) helps businesses sell products, services, and solutions faster. Third-party suppliers are major stakeholders in improving your supply chain efficiency. Figure 2: Process Capabilities Streamline the Sales Cycle n = 159 Source: Aberdeen Group, March 2013 Additional elements in Figure 2 reveal the best CPQ-oriented sales practices that are ratified by heavy adoption in the most successful enterprises. Standout features: Interactive landing pages, templates, and modular blocks Pricing: Business ($35/month) and Enterprise($59/month for a minimum of 10 users) TrustRadius review: “Qwilr is being used by our sales planning department and it is a great solution to help us untangle media. You can do the documentation in two steps: Sales user training documentation and Admin user documentation. Rent a bike from Cycle BC’s downtown Victoria location and cruise around the city’s core, through Canada’s oldest Chinatown or along our magnificent totem pole-dotted harbor. g. It streamlines the sales process, improves. The Epicor CPQ Snap rules engine is the foundation of our intelligent visual CPQ solution. You will be fully trained in handling the Salesforce instance, platform, database, application design, platform configuration, automation. Add or Update an Energy & Utilities Customer Contact. It simplifies, expedites, and organizes the sales process. This technology helps sales organizations configure product offerings, set up pricing rules and discounts, and generate error-free quotes and professional proposals customized to buyers’ needs. And finally, you must carefully manage the post-approval. Create a Solar Energy System Bundle. The Oracle Configure, Price and Quote (CPQ) solution supports complete quote-to-cash process from customer inquiry to order fulfillment. Furthermore, because it is based on cloud technology, it can be accessed from any device and anywhere. Salesforce CPQ uses the standard Salesforce Contract object, which is associated with your customer’s account. com. A CRM stores contact information and tracks sales opportunities. by PROS. Most businesses measure the success of their sales cycle by the length of time it takes to complete all steps of a sales cycle. Quote quickly and accurately with guided selling flows, product bundles, and discounting rules for sellers. Insights like how often particular products sell and which product configurations are most likely to meet the demands of a particular customer. Gain an early advantage over competitors by turbocharging the sales cycle! The origination of many sales cycles is the CPQ process – or configure, price, quote. Learn how the right revenue management platform & CPQ solution can help streamline the entire revenue lifecycle to drive business growth. CPQ Reduces Your Sales Cycle. Take your revenue to new heights. 1. When overall cycle and quoting time is too long and causing lost sales, CPQ software can help. When you’re away from your desk, you know you aren’t away from your leads and deals. Salesforce Associate certifications are designed to validate foundational knowledge and understanding of the Customer 360 Plat. Prospecting. Unify customer data with pricing, inventory, and other key data to improve cross-organizational operations, reduce sales cycle time, increase business margins, and begin the. Using DealHub CPQ + DealRoom contract management you can automatically pull and merge data from. Some of the key features of Sales Cloud are: Lead Management – Track your leads from click to close, while continually optimising your campaigns across every channel. Listed below are the eight major steps that make up the order-to-cash process. Organizations can define the steps to auto-validate and auto-book a segment of incoming legal quotes to orders, reducing the overall time within the sales cycle. are specified in line items. The consumer purchases these consumer products to satisfy his personal needs and desires. See how rules and tips are applied. (241) 4. 2+ years. For those sales reps who use CPQ software, that sales cycle drops to 3. Icertis Contract Management. The Account Executive will report to the Vice President of Sales and is responsible for selling Revalize's ConfigureOne products and services in an assigned geographic territory. Start your journey by clearly defining your goals, collaborate with an experienced and certified Salesforce implementation partner, and make sure to inspire and support your new users during the period of. This is the essence of a living document — it evolves and grows in response to changing conditions or new information. When the firm declares them. 2 times as effective at minimizing the number of people, functions, systems required to generate a quote or proposal. Add to Trailmix. 2. That adds up to more revenue on every deal. Read more. 5. Join 12 million happy users. The first part is the. Outbound Messages send messages to external services, beyond Salesforce (the clue is in the name). Must be expert at Implementing End to End Contract life cycle management. Advanced Approvals then sends an approval email to the users from the approval recipient list (Owner, Record Created By, Initial Submitter). What is Salesforce Sales Cloud? Salesforce Sales Cloud is the sales automation software available as part of Salesforce CRM. Download our 2024 predictions guide for fifteen insights you can use to gain a competitive edge, knowing where US, APAC, and EMEA business success is headed. It enables your sales team and channel partners to make smarter decisions and close deals faster by eliminating manual look-ups for the latest product and pricing information. Epicor CPQ 3D solutions is the next generation to configure, price, quote with interactive 3D visualization and engineering automation. Save to My Lists. FIELD SERVICE. Dynamics 365 for Sales partners with the best CPQ solution providers to deliver deep product integration with Dynamics 365 for Sales.