WebSource CPQ Product Catalog can be used to selectively publish your product data and pricing information online or for internal use.

Our product catalog software capabilities are a good fit for your organization if you have one or more of the following challenges.

Most Typical Challenges Addressed by CPQ    expand all collapse all

Enabling users to find the right product expand

Often you can find a product on Amazon.com easier than you can find your own product data on your corporate web site.

CPQ product catalog and various product selection mechanisms enable your users to easily find the right products based on personal preferences.

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Maintaining and delivering most current product data expand

CPQ product catalog becomes a source for all relevant product data, which needs to be easily accessed and viewed by all your users. Product and pricing data can be:

  • » Entered directly in CPQ through simple online setup screens
  • » Uploaded from Excel
  • » Maintained via Web services API from other systems, such as ERP or PDM
Since
  • » Internal users
  • » Sales
  • » Partners
  • » Customers

use the same application, there is no danger of somebody working with outdated data due to having the wrong file version, software patch, CD, etc.

WebSource CPQ provides your users with:

  • » Immediate access to the most current product data
  • » Immediate access to their pricing

WebSource CPQ product catalog eliminates duplicate data maintenance and unnecessary distribution of files, printed material, or CDs.

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New product introductions expand

Product data and pricing can be uploaded or entered into WebSource CPQ as it becomes available. All the

  • » Selection rules
  • » Product features
  • » Attributes
  • » Competitive advantages
  • » Pricing

can be set up ahead of time. Access can be given to select users prior to a product’s launch date.

The use of

  • » Effectivity dates
  • » Permission rules
WebSource CPQ product catalog eliminates duplicate data maintenance and unnecessary distribution of files, printed material, or CDs.

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Selling through multiple channels expand

Product availability, pricing and discounting can be controlled depending on any criteria, such as:

  • » Partner level or Reseller type
  • » Country or Region
  • » Industry
  • » Customer
  • » Date

You can present different versions of products to different types of users:

  • » Inside sales
  • » Field sales
  • » Partners
  • » Customers
  • » Prospects

Access to individual data elements can also be controlled through permission controls. For example, your sales people may be allowed to see more details than your resellers. Some users may be able to see prices, others may not. Different users may see their own prices based on their geography, role, or partner type, while others may not be able to see prices at all.

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Complex pricing expand

Mathematical formulas, dates, duration, and Boolean expressions can be used to compute prices, including real time lookup of things like interest rates or commodity prices.

Users can be offered different pricing scenarios such as:

  • » Quantity based pricing
  • » Partner pricing
  • » New vs. renewal vs. upgrade
  • » License vs. subscription

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Multiple currencies and languages expand

You can maintain product data and application labels in multiple languages.

CPQ is translated into the following languages:

  • » English
  • » Chinese
  • » Dutch
  • » French
  • » German
  • » Italian
  • » Japanese
  • » Portuguese
  • » Russian
  • » Serbo-Croatian
  • » Spanish

Prices can be maintained in multiple currencies. The administrator defines currencies and which users have access to which currencies and price books. Those that can use different currencies can select their defaults, but also change a currency for each quote or shopping cart when allowed.

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Promotions expand

WebSource CPQ product catalog helps you increase sales through intelligent up-selling and cross-selling. Administrators can simply set up promotions or upload current promotions through Excel:

  • » Limited time offers
  • » Premium products
  • » Quantity incentives
  • » Related products
  • » Longer terms/Contract subscription incentives
  • » Bundles

Up-selling and cross selling reminders and suggestions are available during the product selection as well as prior to checkout or quote creation. This helps you:

  • » Increase order size
  • » Raise product depth awareness

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Increasing revenue by better matching your products with customer needs

WebSource product catalog functionality enables your users to easily find what they are looking for. As they are specifying what they need, our guided selling search keeps narrowing down the list of applicable products. They can further ensure that they found what they need by using side by side comparison or analyzing detailed product specifications.

A tool manufacturer was challenged by losing quotes due to product unavailability. Stocking more products was simply cost prohibitive. Even though their resellers would only know to quote a tool that a customer requested; there were always 3 to 4 tools with overlapping capabilities. By deploying guided selling, this manufacturer ensured that each quote consisted of what a customer asked for as well as 2 to 3 alternatives which were in stock. Opting for alternatives when requested item was out of stock, resulted in double digit quote win percentage increase.
Lowering your cost by streamlining product and pricing maintenance

WebSource product catalog ensures that all your product data is accurate and up to date with minimum effort. Eliminate or minimize expenses associated with publishing and distribution of price lists, printed catalogs, product data sheets, CDs, faxes, etc.

An appliance manufacturer significantly decreased their cost by allowing all their channels to obtain their own negotiated prices and product data from the WebSource CPQ product catalog instead of producing and distributing product data and price books to all their distributors and representatives.


Use our product catalog software to make finding, viewing, quoting, and purchasing products easy for everyone
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WebSource CPQ web based product catalog allows all your users, based on given permissions, to view, quote or purchase products in many different ways.

With WebSource CPQ web based setup, you can design a desired look and feel for your product details page using drag and drop designer, while easily maintaining your product data via excel import, administrative setup interface or Web Services API. This feature eliminates duplicate data maintenance across systems. The User Interface Designer makes implementation of your branding easy even for non-technical people. Extensive catalog permission capabilities allow you to control who sees which products at what level of detail and which prices. For example, certain users, like your sales people or your channel partners, could be allowed to browse the entire catalog, obtain their own prices, customize products, request pricing concessions, generate quotes and proposals, or place orders. Your customers or prospects on the other hand may only be allowed to access a subset of products and/or a subset of product information details, only see list prices or even no prices, place orders or only request quotes.

WebSource CPQ online catalog solution also allows you to enable e-commerce and even set up an unlimited number of different shopping carts, with different capabilities for different user types. Certain user groups may be allowed to place orders via standard credit card checkout prices, while existing customers can also place orders via Purchase Orders.