Products and Services Features and Functions

• Pre-configured products home page and data records


• Pre-configured product list views (product record sunsets based on user-defined filter variables)


• Configurable product lists with pricing data


• Product pricing lists can be designated active, deactivated, and "cloned"


• Multiple types of prices for each product can be defined (e.g., standard, list, sales prices)


• Electronic copies of actual contracts can be associated with a contract data record


• Revenue-based price discounts can be defined and assigned to opportunity records


• Product records are predesigned to be able to manage recurring revenue


• Product detail records can be associated with (hyperlinked to) opportunity records


• Within each opportunity record, the products (ultimately) purchased and not (ultimately) purchased can be indicated


• Services that are purchased can be associated with (hyperlinked to) project records


• Online access to the company's published solution knowledge base to find solutions to their customers' problems


• Predesigned product-related (sales pipeline, sales forecast, and sold) analytics (charts and graphs) are available for display on dashboards and reports


• Product Tracking