New in CPQ: Smarter suggestions for Product Configurator by Zia, and additional criteria in Price Rules

New in CPQ: Smarter suggestions for Product Configurator by Zia, and additional criteria in Price Rules

Hello everyone!

CPQ's Product Configurator in Zoho CRM allows sales teams to define structured product bundles through configuration rules, ensuring that the right product combinations are applied consistently in quotes. Admins set up these configurations manually by determining the product rules and associations, which required time and effort.

With our latest enhancement, Zia automates this process by analyzing historical sales data and identifying the most frequently used product combinations. Instead of manually setting up new configuration rules, Zia recommends optimal product configurations based on quoting patterns. This ensures that businesses can adapt to changing sales trends more efficiently.

Here's how it works:
  1. Zia analyzes past quotes to identify frequently paired products, highlighting strong purchasing patterns.
  2. Shows how often customers have chosen suggested product combinations, offering better visibility into popular choices.
  3. Once enough quotes are created, recommendations are enabled automatically. Users will also be notified in the Zia panel when new suggestions are available.


  4. Suggested rules are initially disabled. Users can review, rename, and modify them before activation. Once enabled, they function like any other CPQ rule.

Managing the recommendations
  1. Recommendations can be activated, modified, or discarded as needed.
  2. If disabled via the system recommendations toggle, all suggested rules will be removed.

Info
Points to be noted:
  1. Zia refreshes recommendations every 15 days based on updated quote patterns.
  2. A maximum of 10 recommendations will be available at a time.

Additional Criteria options for Price Rules

Alongside the Zia suggestions for product configurator, you'll now have options in price rules for setting additional criteria for the selected products or services.

Let’s say you’ve added Zylker Earphones to a price rule. You can now tell the system to apply that rule only when the quoted Quantity is 2 or more, the Discount field is not empty, and the Product Category is Electronics (as shown in the screenshot). You can add these conditions for the product and control how they’re combined in the Criteria Pattern section.

This way, the price rule is triggered only for the exact line items that match your conditions, instead of every quote that simply includes that product.

That's all for the enhancement. Let us know your feedback in the comments below.


Thanks,
Nizamuddin
AlertP.S. These enhancements are currently available for all users across all DCs.

      Zoho Campaigns Resources


        • Desk Community Learning Series


        • Digest


        • Functions


        • Meetups


        • Kbase


        • Resources


        • Glossary


        • Desk Marketplace


        • MVP Corner


        • Word of the Day


        • Ask the Experts


          Zoho CRM Plus Resources

            Zoho Books Resources


              Zoho Subscriptions Resources

                Zoho Projects Resources


                  Zoho Sprints Resources


                    Zoho Orchestly Resources


                      Zoho Creator Resources


                        Zoho WorkDrive Resources



                          Zoho CRM Resources

                          • CRM Community Learning Series

                            CRM Community Learning Series


                          • Tips

                            Tips

                          • Functions

                            Functions

                          • Meetups

                            Meetups

                          • Kbase

                            Kbase

                          • Resources

                            Resources

                          • Digest

                            Digest

                          • CRM Marketplace

                            CRM Marketplace

                          • MVP Corner

                            MVP Corner




                            Zoho Writer Writer

                            Get Started. Write Away!

                            Writer is a powerful online word processor, designed for collaborative work.

                              Zoho CRM コンテンツ



                                ご検討中の方