Quick Estimate Agent

The Quick Estimate Agent helps your reps be more responsive, trusted, and educated about the customer and your products, while allowing you to take an incremental approach to adopting Revenue Cloud. Quick Estimate helps you use Agents to help take a step forward for your Revenue Cloud journey while leveraging what's available in your SF CPQ system today.

Quick Estimate provides estimates for your customers given their requirements, comparing the customer profile to similar customer needs, providing detailed summaries of what is driving costs, and giving your reps tangible numbers to lock in the discovery meeting. The Agent helps your reps fill in missing requirements to get a qualified appraisal of the customer's situation and needs, while guiding the reps to with precise information of all prior orders in a relevant summary.

Now your reps and sales development team can intelligently respond to customers, use Agents to fill in the most likely missing requirements, and provide a tangible reason to take the next discovery call. As another benefit, Quick Estimate will allow your reps to learn about the customer and your company's products faster and productively as well.