WebSource CPQ Integration

Siebel CRM On Demand Integration

When used in conjunction with Siebel CRM On Demand, WebSource CPQ allows users to configure, price, quote, propose and order their offerings across multiple sales and distribution channels, anytime, anywhere. WebSource CPQ compliments and extends Siebel CRM On Demand by taking opportunity to quote to order without any duplication of effort or data. The solution helps drive increased revenues and margins, increased customer satisfaction, reduced costs and improved productivity.

WebSource CPQ is ideal for companies with some level of complexity in terms of products, sales hierarchy, discounting rules, pricing rules and channels, whether you supply complicated equipment, software or service proposals. In addition, the solution automates quoting, quote revisions, the quote approval process, as well as guided selling and self service applications.

The benefits of the integrated solution include:
Bridge the gap from opportunity to order
Shorten the sales cycle
Improve customer satisfaction
Assimilate acquisitions and launch new products with minimal training
Ensure speed, accuracy, consistency of quotes and proposals
Handle any sales channel configuration
Reduce order and pricing errors

Key features include:
Multiple quotes per opportunity
Handle simple quotes and complex configurations
User-defined document and proposal processing
Multi-currency, multi-language
Approval processing and revision tracking
Access from anywhere, anytime
Real-time administration function
On Demand or on-premise deployment options
Full asset lifecycle management

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salesforce.com integration

Webcom, Inc. has teamed with salesforce.com to offer an integrated, Web-based Configuration, Pricing and Quotation solution, which has the ability to automatically engineer, configure, price, quote and if desired, order products and services on-line. Upon entering the WebSource solution, all data accessible though salesforce.com's API can be used to populate WebSource quotation and proposal fields.

After engineering, configuring and pricing a product or service, the results can then be saved into various fields within the salesforce.com's CRM application.

Some of the integration advantages include:
One point of entry (single url address) for creating and managing all sales opportunities for existing or prospective clients
Create engineering, pricing, quotations and proposals in WebSource and save them in salesforce.com "Opportunities"
Ability to generate a quotation in a MS Word or PDF document in WebSource and attach the document into salesforce.com
Ability to access and modify all saved quotations and proposals and access 24 hours a day, 7days a week, 365 days per year
Seamlessly transfer data from salesforce.com into WebSource (i.e. customer contact, billing info, currency, shipping information, etc.)
Easily add new products to pricebook when product doesn't currently exist in salesforce.com
As WebSource seamlessly integrates with salesforce.com, client specific integration touch points are easily addressed
Because WebSource is browser-based just like salesforce.com, there is no extra software to load on your PC or laptop. No software that must be administered or kept up to date.

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