CPQ Genie

CPQ (Configure-Price-Quote) Genie automates quote creation by analyzing data to recommend product configurations and pricing. The agent generates quotes based on configured rules and data inputs. Sales operations, Deal Desk, and finance teams can use CPQ Genie to ensure quotes comply with business rules and pricing policies.

Watch a demo of CPQ Genie

Example use cases

CPQ Genie supports the following use cases:

• Quote creation: Create quotes by analyzing CRM (Customer Relationship Management), call data, and documents.

  • Example: A sales rep receives a request for enterprise software licenses. CPQ Genie analyzes the customer's existing subscriptions and call transcripts, then generates a quote with recommended products, quantities, pricing, and multiple line items.

• Integrate with existing workflows: Integrate with CRM and approval processes.

  • Example: CPQ Genie routes quotes through configurable approval workflows based on your business rules. For example, quotes requiring discounts of 20% or more are routed to sales management for approval, while large deals requiring sign-off from both the manager and finance use a multi-level approval process. CPQ Genie creates opportunities in Salesforce, attaches quotes, and notifies the representative when the quote is approved.

• Best practices: Product and pricing recommendations based on historical data.

  • Example: CPQ Genie suggests adding premium support and training modules that are commonly included in comparable configurations.

CUSTOMIZATION

CPQ Genie can be extended beyond these use cases. The extent of customization depends on your organization's technology stack and integration requirements.