Say Goodbye to Manual Processes: How our CPQ Tool makes Sales simple on Salesforce
A brief explanation to CPQ
The C in CPQ stands for Configure. This is the part the user experiences first and it is also the most visual one to him. Here he is able to customize his desired product as much as we pre-define it for him. It is also the part where we at Roomle can offer the most value.
The P stands for Price. With each modification the user makes for his Configuration, the Price also changes live, so the user always knows exactly what he gets and at what price. Sounds simple, but can be quite the hassle if not implemented correctly.
The Q means Quote and describes the logic behind the quoting process. It automatically calculates the final price for the user including taxes, discounts and other factors that might influence the Quote. Usually the user also receives a summary of the parts his configured product consists of as part of the Quote.
Roomle X Salesforce - A match made in heaven
We strongly believe, that Roomle offers the absolute best solution when it comes to automation and integration.
Our bi-directional approach allows us to manually import data from your internal business systems like Salesforce or any other ERP, CRM, or PIM, to our platform. We then offer your customers the unforgettable shopping experience they deserve with our state-of-the-art 3D Configurator.
You are able to track every event, every modification and every small adaption the user carries out with your product.
You are able to receive every tiny little detail of data you want from our cloud platform - everything fully automated if needed.
The following graphic aims to visually explain this whole process better since it can be a bit difficult to grasp at the beginning.
Why Roomle's open API approach is the way to go
For the not-so-technical readers, API means Application Programming Interface. To break it down, that means an API is a certain method how two computer programs communicate with each other.
In our hypothetical case the API would define how your internal (or external) programs would communicate with our CPQ Platform and vice versa. That includes things like:
How your data gets into our software
Does it have the correct format
How that data is displayed to the customers
As mentioned above we use an open API-approach, which means that our customers can basically see and adapt everything we can also see and adapt. We want to put our customers as much in control as they want to be, since they are the ones who know their clients best. You could say we are the enablers for your success.