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:

Your Challenges    expand all collapse all
order processing software

Incomplete or incorrect orders expand

Emailed or faxed orders often have mistakes. Re-keying them into your system manually can introduce additional mistakes. Our web based rules engine allows all your users (sales people, resellers, distributors, partners, customers, …) to place error free orders anytime from anywhere.
[ click to see how ]
software promotions configurator

Promotions and special offers 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. [ click to see how ]
pricing configuration

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.
volume discount configuration

Volume discounts expand

Maintaining quantity breaks is as easy as defining a condition under which they apply and specifying quantities. This can all be done via web-based setup or mass uploaded from excel. [ click to see how ]
order tracking configurator

Tracking partial orders vs. quoted quantities expand

You can create master quotes based on assumed consumption. Place and track partial orders against those quotes ensuring customers fulfill their volume obligations. [ click to see how ]
multiple currency order management

Multiple currencies, markets and languages expand

WebSource CPQ Order Management setup allows you to define unlimited currencies, price lists, markets, and permissions controlling their applicability. [ click to see how ]
sales configuration software

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. [ click to see how ]
quoting complex products

Highly customizable or configurable products and services expand

WebSource CPQ product configurator allows you to handle most complex products. For details see product configurator capabilities.
sales order management

Up selling and cross selling expand

CPQ can suggest premium products and quantity incentives (up selling), related products and bundles (cross selling) based on your business rules. [ click to see how ]
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.