Conga

1. Sales rep inputs customer requirements and product configurations into the CPQ system.

2. Conga CPQ automatically generates an accurate and personalized quote based on predefined pricing rules and product configurations.

3. The quote is routed for approval through a multi-tier approval workflow.

4. Once approved, the quote is automatically sent to the customer.

5. Upon acceptance, the quote is automatically converted into an order.

1. Legal team creates contract templates within the CLM system.

2. Sales team generates contracts using the approved templates.

3. The contract is automatically routed for review and approval.

4. Negotiated changes are tracked and incorporated into the contract.

5. Once finalized, the contract is securely stored and managed within the CLM system.

1. The AI-powered price optimization engine analyzes real-time market data, competitor pricing, and customer demand.

2. The system identifies optimal pricing adjustments to maximize revenue and profitability.

3. Pricing changes are automatically implemented across all sales channels.

4. The system continuously monitors performance and adjusts pricing as needed.

1. Procurement team uploads supplier contracts into the CLM system.

2. The system analyzes the contracts and identifies key terms and conditions.

3. The system compares pricing and terms against industry benchmarks.

4. Procurement team uses the insights to negotiate better terms with suppliers.

5. Approved contracts are securely stored and managed within the CLM system.

1. Billing system integrates with CRM and ERP systems to collect relevant data.

2. The system automatically generates invoices based on predefined templates and pricing rules.

3. Invoices are automatically sent to customers.

4. Payment status is tracked and updated in the system.

5. Automated reminders are sent for overdue invoices.