Sales Configuration & Guided Selling Tools

SmartCatalog™ 7.1 for CRM delivers proven sales configuration and guided selling solutions extending fast, accurate quotes and orders directly from your CRM system to all sales channels – including employees, partners/distributors and customers.

SmartCatalog™ helps companies around the world leverage their CRM deployments to increase revenue, reduce cost and increase customer loyalty.

Product Configuration and Bundling
SmartCatalog™ eliminates the complexity involved in correctly configuring a customer's solution by enforcing product configuration and bundling rules during the quoting process.

Pricing
The SmartCatalog™ rules engine enables complex pricing scenarios, consistently and accurately enforcing sophisticated rule-based pricing strategies, including geography, channel, quantity, effective date, margin and other parameters.

Guided Selling
Guided Selling intelligently walks users through a set of questions to determine the customer's specific requirements, preferences and priorities.

Proposals
SmartCatalog™ provides a summary of the entire sales process in a professional, branded proposal.

Administrative Console
The Administrative Console provides an easy-to-use user interface for creating product catalogs, authoring product/service/bundling/pricing rules and managing guided selling wizards.