Products and Services Features and Functions

• Pre-configured product home page and data records


• Product record subsets based on user-defined filter variables


• Pre-configured product list views


• Configurable product lists with pricing data


• Designation of product pricing lists as active, deactivated, and cloned


• Definition of multiple types of prices for each product (e.g., standard, list, sales prices)


• Association of electronic copies of actual contracts with a contract data record


• Definition and assignment of revenue-based price discounts to opportunity records


• Product records that are predesigned so as to manage recurring revenue


• Association (hyperlinking) of product detail records with opportunity records


• Indication in each opportunity record of the products ultimately purchased and not purchased


• Association (hyperlinking) of services that are purchased with project records


• On-line access to the company''s published solution knowledge base in order to find solutions to customer problems


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


• Predesigned products purchased records or asset records that contain data fields such as serial number, date of purchase, warranty end date, etc.


• Automatic association (hyperlinking) of a "won" opportunity''s associated product detail records with the account record (as assets or purchased product records)