Zilliant CPQ helps sales teams accelerate sales cycles by enabling them to:
- Track relevant activities
- Collaborate with internal teams, customers, and partners
- Rapidly submit quotes and sales orders
Sales managers can help their teams proactively drive sales cycles effectively and predictably, and at a lower cost of sales. The system improves team communications with notes and collaboration features that offer full visibility into daily progress of deals.
Built-in team selling features extend and orchestrate the activities of entire sales teams to ensure collaboration and efficiency. This is especially relevant when selling complex products and solutions. Built-in task management charts help sales teams collaborate seamlessly.
Robust pipeline analysis and configurable sales cycle methodologies ensure efficient sales processes that leverage standardized, best-practice methodologies.
Opportunity analytics provide transparency and enable sales professionals to recognize trends that influence deals. Easily finding the right data is mission-critical for efficient selling.
With every deal, you can:
- Capture competitor involvement for future competitive analysis
- Perform basic revenue planning using revenue start and end dates
- Follow progress until an order is completed and the customer is successfully deployed
Access opportunities
To view your list of opportunities, from the application left navigation area, select Opportunities and go to the All Opportunities tab. Select a row in the list to open the opportunity detail screen with all information about it.
Agreements
On the opportunity detail screen, Agreement (Negotiation) and Agreement (Published) tabs display a list of agreements under negotiation and published agreements linked to the selected opportunity. These tabs show key details, such as Name, Status, Start Date, End Date, or Created On.
From these tabs, you can view, open, create, delete, and manage agreements just as you would on the main Agreements screen. The only difference is that these tabs show only the agreements related to the selected opportunity, not all agreements in the system.
For details on working with agreements, read Agreements.