CPQ
CPQ Rule Execution: Product Configurator
Understanding the best match algorithm for Product Configurator What you will learn In this document, we'll break down how the Best Match process works in Zoho CRM's Product Configurator (CPQ) and explore how CPQ shortlists and applies the ...
Guided selling in CPQ
Guided Selling — An Overview Guided selling is a popular process in which a seller is guided through complex product/service offerings and is enabled to make the best decisions for a customer based on their needs and preferences. This guidance often ...
Manage CPQ Permissions
CPQ Permissions As is the case with several CRM functions, in order to manage CPQ settings, a user needs to have the required CPQ permissions enabled in their profile. The CPQ permissions are as follows: Product configurator Price rules Quick view ...
CPQ for Zoho CRM — How it works
Some functionalities are being released in phases and will be accessible only to specific users. CPQ explained with a scenario CPQ is an effective tool to achieve line item automation in Zoho CRM. Consider the case of Zylker Apparel, which uses the ...
CPQ for Zoho CRM — Scope, Purpose and Benefits
CPQ stands for Configure, Price, Quote. In simple words, CPQ is a software application designed to enable sales teams to create bespoke, accurate quotes for their customers, efficiently and quickly. CPQ is especially valuable when you have multiple ...