High-tech is undergoing an unprecedented period of change as customer expectations rise, product life cycles shorten and enormous competitors saturate the market. To compete and thrive in this fiercely contested industry, high-tech companies must sell an increasingly complex portfolio of products and services, while also providing customers with a flexible, accurate and fast service. You need to combine products and services – whether they are your own or third party – into complete profitable solutions for your end customers or for partners to resell.
For many high-tech companies, the continued use of siloed legacy systems means that delivering the breadth of products and services, as well as the flexibility and speed demanded by your customer base, is simply not possible. CloudSense delivers a single Salesforce-native platform to give you full visibility and unprecedented control of your customer data – across every sales channel. This single source of truth optimizes your sales, enabling you to combine any and all products and services with intelligent pricing to deliver a personalized, and profitable joined-up customer journey.
Supercharge sales with a single source of truth
Eliminate silos with a 360-degree customer view
Combine any product or service to present a single solution to your customers and broaden your value proposition. Break down silos to provide your sales team with a single source of truth and a 360-degree view of each customer, enabling the delivery of personalized, relevant recommendations and an improved customer experience. Centralize account, product, subscription and renewal data removing the need to access different systems to make changes. Integrate to provisioning and billing systems with data flowing downstream seamlessly eliminating any duplicate effort. Increase your employee and partner sales output by configuring, pricing and quoting all products and services with the category-defining Intelligent Commerce Platform
Automated bundling, discounting and approvals from a single system
Salesforce-native CPQ, across every channel
Flexible enough to handle non-standard requests, but controlled to ensure accurate selling
Self-serve and partner portals to maximize profit
Manage all accounts and offerings from a single cloud based solution
High performance eCommerce shopping cart
Maximize the value of all quotes, contracts and orders in one place
Onboard customers with ease and reduce admin costs
Manage your entire quote and contract creation with auditable changes and approvals. Only involve legal for non-standard deals and accelerate negotiations cycles with pre-approved contract terms, powerful document generation and eSignature functionality for all deal types. Intelligently manage quoting of renewals, changes, additions and moves – increasing customer retention and ensuring seamless sales interactions. Automatically generate renewal opportunities based on the complete solution currently provisioned to a customer and allow better identification of at risk revenue or unprofitable accounts while giving sales a clear renewals pipeline.
Contract lifecycle management
Service subscription management
Define approval workflow
Automated service renewals
Unleash commercial innovation
Sell more products and services – with accuracy and flexibility
Deliver accurate quoting and metric calculation in every deal using a single product catalog and easily understand the breakeven and profit timescales of any complete solution. Rapidly launch new products and services to differentiate your offering and configure non-standard solutions when required. Deploy data-driven promotions and marketing campaigns as well as channel, segment and region-specific pricing. Deliver a single sales experience across every channel with built in business rules to ensure pricing accuracy and valid selling through service and eligibility checks. Maximize your profits with easy to follow guided selling screens, needs analysis and next best action.
Guided selling screens
Single shared product catalog
Mobile app – offline quoting and contracting
Profit and loss calculator
Service and eligibility checks
Full audit trail of changes
Business, pricing and approval workflows created with clicks not code
Take Salesforce further
Centralize sales & product information
Extend and enhance your Salesforce capabilities to ensure you’re making the most of your investment. Centralize sales and product information to give your teams a single source of truth and the visibility they need to deliver complete profitable solutions across channels. Access all your data in real-time to maintain accuracy across your organization and automate manual processes to increase speed and reduce errors.
Quote, sell and deliver from Salesforce
Manage all products and services from Salesforce
360-degree view of customers
Customer success story
Compass is a real estate technology company building a single platform that supports the entire home buying and selling process to deliver an incomparable experience to both agents and their clients. The company has raised $775 million in financing to date. In its most recent round, Compass secured $550 million in Series E funding, with participation from SoftBank, Fidelity, IVP, and Wellington.
“CloudSense is a powerful, scalable platform and one that’s certainly worth considering if your company is in the market for robust CPQ solutions.”