
Configure Price Quote: Call Center Integrations
April 10, 2019It’s pretty much standard for Manufacturers to use Call Centers to supplement the work their Distributors do, to create demand for their products. Whether that’s inbound or outbound the principle is the same: a Call Center person is talking to a Reseller (Retailer) about a potential deal, which often leads to a quotation.
In the case of a Reseller, they’ll no doubt receive an email from the Call Center with the call to action: “Contact your Distributor for stock and price.” Weeks or even months later: “Did you end up buying that product?”.
Seriously. In 2019. This is how things work.
channelcentral has a different approach:
- Deploy the same CPQ platform in your Call Center as in your Distribution tier. Surface stock levels per Distributor in the Call Center CPQ instance.
- Create a workflow to allow Call Center Users to email quotes ‘off the system’ to the Reseller.
- Include links to transact the quote in Distributors’ Web Stores OR to edit the quote in the CPQ application that is embedded in the Web Stores. Choose one or many Distributors for each country.
- Record everything and report it.
Placing the CPQ application in the Reseller tier allows the same awesome workflow, but for end user interactions.
It’s 2019. This is how things should work. Seriously.
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