Enhance the quote and document functionality within Salesforce.com
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Perfect for complex products or services, or if you need to perform calculations as you quote, it enables salesforce.com users to
- Identify existing products that match the requirement
- Accurately configure and price products or services
- Perform complex calculations
- Guide users in option selection with rules
- Produce highly tailored documents in MS Word or PDF.
See our configurator on the Salesforce.com Appexchange
Our configurator with its powerful rules and calculation engine means the most complex of situations is easily accommodated seamlessly within Salesforce.com.
Customers using Blueprint for Salesforce.com have streamlined and eased their whole quote-to-order process within Salesforce.com. Their salesforce, agents, resellers and channel partners are empowered with our product configurator to produce accurate and detailed quotations in seconds.
Below are some typical screen shots:
Salesforce Opportunity Screen
The standard Opportunity screen is Salesforce.com is enhanced with the addition of our Quote functionality, allowing multiple quotes and orders for each opportunity.
Quote / Order Screen
A new screen enables quote and orders to be created with multiple products
Search Screen
Search for previously configured items that meet your criteria and add them to the quote.
Configuration screen
A flexible powerful configurator enables complex rules and calculations to be used throughout the system to prevent errors and speed the process
Learn how CHITECH achieved significant process improvements and savings by providing the Blueprint for Salesforce.com solution to their sales teams .
Take a look at the following supporting material;
Blueprint for Salesforce.com DEMO
Blueprint for Salesforce.com DATA SHEET.
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