Solutions: Order Configuration
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Assemble and price deals that match the needs of your prospects and customers, regardless of the complexity of the product or service bundle. From helicopters to health insurance, FPX enables sales teams to configure and bundle products and services quickly and without error to satisfy the demands of every customer. |
Features & Benefits
- Ensures all products presented for quoting are valid based on pre-determined configuration rules and permissions
- Encourages product/service upsells based on customer selections and preferences
- Eliminates repetitive inquiries from sales teams to internal product experts in legal, engineering, development and other departments
- Facilitates order revisions and product changes in real-time
- Instantly applies pricing and discount rules immediately as products are selected
- Consolidates and shares product expertise with every member of the sales team
- Automatically generates instant budgetary quotes that are approved internally prior to presentation to the customer
- Seamlessly integrated with Salesforce and other CRM applications
