WebSource CPQ streamlines the entire order management process, allowing your sales people, channel partners, and customers to select the right products based on customer needs and seamlessly convert those products to orders with a click of a button.

WebSource CPQ order management is a great fit for organizations that face several of the following challenges:

Most Typical Challenges Addressed by CPQ    expand all collapse all

Incomplete or incorrect orders expand

WebSource CPQ product configurator, pricing and workflow rules ensure accurate and error free orders. Emailed or faxed orders often have mistakes. Rekeying them into your system manually can introduce additional mistakes.

Data streaming and web services API ensures that no data needs to be rekeyed. Our web based rules engine allows all your users (sales people, resellers, distributors, partners, customers, …) to:

  • » Select the right products based on their needs
  • » Place error free orders anytime from anywhere

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Mobile Accessexpand

Because WebSource CPQ is a web based application, you can not only use it through a browser on a PC but also on an internet enabled mobile device.

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Offline Capabilityexpand

WebSource CPQ Offline is identical to online, providing you with full order management capabilities when disconnected from the internet. When linked to a CRM system, orders are created offline using your CRM contact list or created for new contacts and accounts.

 
 

Promotions expand

Whether you are trying to eliminate excess inventory, optimize resource utilization or boost your sales, defining special offers can be set up in minutes. WebSource CPQ pricing and revenue maximizer engine suggests any relevant up-sell, cross-sell, or special promotion such as:

  • » Premium products
  • » Volume discounts
  • » Related items
  • » Bundles
  • » Time sensitive promotions

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Order revisions and change management expand

WebSource CPQ order management workflow engine allows you to set up a controlled order iteration process with audit trail.

Administrators have the ability to set up any kind of desired workflow which controls who can do what based on their role and the status (stage) the order is in.

 
 

Multiple currencies, markets 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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Pricing contracts expand

Every customer or a specific subsidiary can have their own contracted prices. More than one contract can be applicable for the very same part number. You can specify if they are applied cumulatively or selectively, how, and when.

 
 

Tracking partial orders vs. quoted quantities expand

WebSource CPQ gives you the ability to create master quotes based on assumed consumption. Place and track partial orders against those quotes ensuring customers fulfill their volume obligations.

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Improve customer satisfaction by automating order processing

Receiving orders by fax, email or over the phone can be very inefficient. They often contain errors or in the best case scenario they are accurate but require manual processing.

Prior to implementing WebSource CPQ, a large HVAC manufacturer was receiving orders from their manufacturing reps via fax or email. Over 25% of all orders contained errors or were incomplete. A phone call to a rep, often involving phone tag, was required for at least one out of 4 orders before an order could be keyed in into SAP. In addition to incurring unnecessary costs, the time needed to clarify each incomplete or erroneous order delayed shipments resulting in unhappy customers. After implementing WebSource CPQ order management, the order error rate was less than 2% (mostly an occasional incorrect ship to address for brand new customers and no product or pricing errors).
Increase revenue by penetrating new markets

WebSource CPQ Order Management will make it easy for your channels to sell your products. Automated order management must be a key component in your go to market strategy.

A large enterprise data storage manufacturer implemented WebSource CPQ in order to be able to compete in the SMB space. Instead of selling directly, they recruited key SBM tech distributors including CDW and TechData in US, Hammer in EMEA, and several others. They also recruited over 600 resellers. They outsource manufacturing to one of 2 Asia’s largest contract manufacturers. The entire process was completely automated, from reps placing orders with distributors, distributors forwarding them to the storage manufacturer who automatically generated Bills of Materials and forwarded them to the contract manufacturer. The contract manufacturer updated WebSource CPQ via web services API with serial numbers, shipment dates, which automatically triggered notifications to distributors and reps. This storage manufacturer was able to go from 0% SMB market share to significant SMB market share in less than 2 years.


Empower your sales, partners and customers
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WebSource CPQ Order Management allows you to manage orders across all channels, including direct access by your customers in a B2B or B2C world. In conjunction with WebSource CPQ product catalog and product configurator, WebSource CPQ order management capabilities support both simple and complex products and services and handle anything from the most simple e-commerce transactions to the most complex multi step order processes. A built-in workflow engine ensures that all orders are processed completely, accurately and efficiently.

WebSource CPQ point and click setup ensures ongoing success by allowing you to customize business rules accommodating changing business requirements. You control important core behaviors within WebSource without the need of costly modifications and programming. WebSource CPQ has been called the most flexible and customizable order management application on the market today.

Extensive WebServices API capabilities ensure a seamless integration with your other systems, as well as your partners business systems.