EndeavorCPQ lets you create Portals for outside sales reps, partners and distributors to gain better visibility into product, pricing and pipeline data. You do not need to add CRM/ERP licenses for CPQ Portal users.
Strengthen partnerships by providing your resellers with the ability to create detailed quotes instantly with 100% accuracy.
Companies that resell via third-party distributors or sales partners have to ensure that these partners have accurate and up-to-date product information. Many companies use patchwork solutions to distribute new pricing, availability changes and other updates to outside organizations. These partial solutions inevitably lead to inaccurate quotes, fulfillment problems and angry distributors.
Your business can avoid these problems with EndeavorCPQ's portals. Portals allow distributors and sales partners to produce accurate, self-branded quotes for any type of product or service your company offers, regardless of offer complexity.
By opening sales channels that can enforce different pricing levels, discounts and commissions for different users, you can expand your sales tool, product catalog and brand reach to partners, resellers, distributors and customers.
EndeavorCPQ offers the ability to create unique user screens for third parties, complete with their own custom branded colors and logos. Each portal features your reseller or partner's special terms and conditions, and can include custom windows based on internal processes at each organization.
Endeavor provides the flexibility to set Portal-specific information, so your CPQ Administrator can set different product and prices for each partner. You can enforce pricing and quote compliance, and your partners won't see the same products and prices offered to competitors unless you want them to.
Each CPQ Portal can have different rules related to pricing and discounting. All of the functionality of EndeavorCPQ's advanced rules engine is provided at the Portal level, and Administrators can set their own product pairings, upsell suggestions and discounting rules.
Each Portal tracks the unique revision history of the quotes and proposals produced by your partners. CPQ administrators can audit quotes across multiple reseller and partner sites.
Portals give businesses the ability to extend their CRM without needing to buy additional licenses. Data from distributors and/or resellers seamlessly flows from EndeavorCPQ back into CRM for better reporting and forecasting
Stay better connected with your partners and give the right product and pricing information to every distributior easily. With Portals, your partners can improve quote efficiency and accuracy, regardless of complexity. Sign up for a demo today, and see how you can set up Portals within EndeavorCPQ.