0
1.0.0
Zurich, Yokohama
Enables business-to-business (B2B) customers to submit a request for quote (RFQ) directly from the Business Portal for products requiring pricing inquiries. This app improves customer autonomy, shortens the sales cycle, and enhances operational efficiency by reducing manual intervention. Sales teams review RFQs, generate quotes, and make them available for customers to view in the portal.
- Submit RFQ requests for specific products directly from the Business Portal.
- Optionally include budget details and cumulative target prices for each top-level product offering for better negotiation.
- Enable sales agents to review RFQs in the CSM/FSM Configurable Workspace and convert them into quotes based on an offline agreement with the customer.
- Track RFQs and monitor status directly in the Business Portal for complete visibility.
- View quote details tied to each RFQ, including quote number and associated records, through a dedicated menu option.
- Access quotes instantly once RFQs are completed, ensuring faster decision-making.
- Collaborate with sales agents via the Activity tab to review comments and updates.
Initial Release
- Enable B2B customers to submit RFQ requests from the cart instead of proceeding directly to checkout when pricing inquiries are needed.
- Allow customers to optionally specify overall budget details and cumulative target price for top-level products to support price negotiations.
- Provide real-time tracking of RFQs and corresponding quotes in the Business Portal.
- Display quote number and associated details tied to each RFQ for easy reference.
- Improve sales response times through seamless RFQ-to-quote conversion.
Dependencies:
- Customer Request for Quote Data Model (com.sn_cust_rfq_core)
- Product Catalog Management Portal (com.prd_pm_portal)
- Agent Workspace (com.agent_workspace)
- Playbooks for Customer Service Management (com.sn_csm_playbook)