CloudSense Review

Works In Harmony With Salesforce

Built on the Salesforce Platform, CloudSense works in harmony with Salesforce. For instance, sales teams will be able to automatically pull in customer information from Salesforce as they prepare quotes and proposals. Sales managers can also track within Salesforce all the comments, documents, and changes while their teams go through the approval process. They can collaborate using the Salesforce Chatter, a social networking and communication solution from Salesforce where users can share files, documents, and interact with their colleagues.

Dynamic And Guided Product Configuration

Product configuration in CloudSense aims to streamline the sales process. Sales teams are guided by scenario-based workflows that are determined by business logic. These workflows contain questions which help sales teams deliver the right products to their customers. Additionally, using their own business logic, users can configure their products, define their pricing, and combine them dynamically into bundles.

Context-Specific Pricing From A Single Product Catalog

With CloudSense, users will be able to generate the right prices for the right people. This is because from a single product catalog, they can come up with pricing that is context specific. Whether the pricing is based on account, partner, or sales channel, the platform provides them with the opportunity to price their products in various ways. Because of CloudSense’s single product catalog, they are ensured that their pricing is consistent and pricing changes are applied quickly.

Generate Quotes And Proposals

The CPQ platform delivers the capability to customize proposal templates so users can make sure that the way their quotes are presented is consistent with their brand and has a uniform format. As they create quotes and proposals, the platform lets them automatically import data from the product configuration and even from external systems.

Omnichannel User Interfaces

CloudSense is an omnichannel CPQ platform. No wonder that it is built with user interfaces for different sales channels. This way, sales teams, customer service agents, field sales teams, and partners can perform their roles better through the aid of such user interfaces.

Automated Approval Process And Order Management

In CloudSense, approval processes are automated. Users can create their own rules for their approval process depending on each scenario. Likewise, the platform helps them automate the communication and reporting throughout the steps of their approval process. CloudSense also automates the processing of orders. New orders are automatically created for every successful quote. In adition, as users fulfill orders, they can apply changes on the fly.

Get Actionable Insights

To wrap it up, the CPQ platform is equipped with flexible dashboards and detailed reports which allow business owners and sales managers to gain actionable insights into the performance of their teams and commerce operations. They will be able to understand the financial impact of every quote their teams generate as well as forecast their revenues, margins, and costs.