The client needed a sophisticated pricing and quotation system to handle complex product combinations and varied pricing structures. Their existing process lacked automation and couldn't efficiently manage diverse customer agreements or bundle offerings.
We implemented Zoho CPQ with custom configurations to handle dynamic pricing models and bundle offerings. The system was designed to automatically adjust pricing based on customer-specific agreements and volume discounts. We created an automated quotation generation system that pulls data directly from the sales pipeline, incorporating custom branding and specific terms for each customer type. The solution includes advanced product rules that automatically suggest compatible products and optimal bundles, while maintaining pricing accuracy across all combinations. The integration with Zoho CRM ensures seamless flow of information from initial customer contact through to final quote generation.
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