GoCloudz CPQ
Order Management, Opportunity Renewals, Automation, Inventory
By GoCloudz Technologies Inc.Agent Productivity
- Rating
- 5.0
- Reviews
- 1
- Pricing
- Paid
- From $8 per user per month
- Listed since
- 2023
About GoCloudz CPQ
Transform Opportunities into Orders effortlessly. Renew with precision
- Auto create Order and Line Items based on Opportunity Stage or Quote Status
- Auto create renewal Opportunity w/wo Quote from Order
- Configurable renewal date
- Configurable fields to invoke Order, Opportunity, and Quote creation
- Set default field values
- Supports Salesforce Classic and Lightning
- 100% SFDC native
- All standard Salesforce features, automation, and rules supported
Install Full Featured FREE 15 days trial today!
For step-by-step tutorials with videos, please visit - https://www.gocpq.com/orders-and-renewals/
Highlights
- ELEVATE SALES EXCELLENCE Auto create Orders along with products based on your Sales cycle. For example, create an Order once the Opportunity Stage is "Closed Won". No manual entry. Impress customers with speed and unwavering accuracy.
- BOOST SALES PRODUCTIVITY Drastically shorten the sales cycle by automating Opportunity renewal process. Configure "one time" vs "recurring" items.
- WORKFLOW MANAGEMENT Customize workflows to suit various scenarios, including subscriptions, complex products, and one-time services. Leverage standard Salesforce tools to configure workflows effortlessly – no coding required!
Screenshots
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Pricing
Paid, from $8 per user per month.
| Plan | Price | Billed | Free trial |
|---|---|---|---|
| Default | $8 per user | Monthly | 15 days |
License is required ONLY for users working on Orders and Renewal Opportunities/Quotes. License NOT needed for all users. Minimum 3 licenses required. Contact us at sales@gocpq.com for any further queries about licensing & payments.
The publisher offers discounts.
Compatibility
- Works with
- Sales Cloud
- Service Cloud
- Revenue Cloud
- Requires
- Sales Cloud
- Salesforce editions
- Professional
- Enterprise
- Unlimited
- Performance
- Developer
- Lightning Experience
- Supported
- Salesforce mobile app
- Supported
- Salesforce security review
- Passed on November 20, 2023
- Industries
- Financial Services
- High Tech
- Manufacturing
- Languages
- Arabic
- Dutch
- English
- Finnish
- French
- German
- Danish
- Italian
- Japanese
- Korean
- Portuguese
- Russian
- Chinese (China)
- Spanish
- Swedish
- Thai
- Chinese (Taiwan)
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