0
2.5.2
Australia, Zurich
Standalone Application
Integrate Service Model Foundation with Quote Management to enable business organizations to optimize the end-to-end quoting lifecycle.
Quote management for business organizations enables sales agents and business organization staff to create and manage quotes on behalf of customers throughout the end-to-end life cycle. The integration with Service Model Foundation connects quote management to downstream processes such as sales orders and related workflows.
The integration supports the following capabilities:
- Create quotes for customers through channel partners.
- Update and manage quotes for business organizations.
- Track quote details, including seller and buyer information.
- New:
- Restricted Customer Access now controls visibility: A new Restricted Customer Access field on customer criteria extends existing criteria, such as location-based criteria — to control not only workflow actions (quote) but also visibility of customer records. When enabled, staff can see only the customer and consumer records that meet the configured criteria, rather than all customer records in the instance. This applies to both service personas and sales personas.
Not applicable for this application version.
Required Plugins
- Business Location (sn_bus_loc)
- Quote Management Application (app-l2c-quote-mgmt)