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- CRM
- Who it's for
- Complex product sales
Complex product sales
Teams selling configurable products need confidence that an offer can be delivered on the terms presented to the customer. Technical dependencies, pricing and commercial approval involve different responsibilities. CRM specifies how those decisions stay attached to the offered version and follow the deal through customer acceptance, orders and billing.
How CRM is set up for you
Resolve the configuration
Apply the relevant product rules and record the selected options against their version. Missing dependencies and incompatible choices remain visible before release. CPQ Admin reviews technical exceptions within the assigned scope; that technical approval does not provide commercial discount authority.
Check discounts at the line
Each offered product retains its resolved price-book entry, quantity, currency and discount basis. A blended quote percentage cannot hide an unauthorized line. Sales Manager review applies to the complete commercial version that will be sent, with a defined path when terms exceed the available authority.
Keep customer acceptance specific
Send the reviewed terms and configuration for the required signatures. A recipient signing one part of an envelope is distinct from completed acceptance by all required parties. Changed scope needs its own review and acceptance; a previous signature cannot silently authorize a new product or price.
Carry accepted scope into delivery
Orders and fulfilment allocations preserve the originating contract or quote line, quantities and net amounts. Partial provisioning and shipment evidence identify what has actually been delivered. Additional orders consume the remaining commitment rather than recreate the full original deal.
Connect the result to the sales record
Billing follows the agreed delivery or recurring trigger and validated tax basis. Credits and payments retain their original references. Forecasts, product reporting and commissions use disclosed commercial measures and currency, so bookings, invoices and recognized revenue do not become interchangeable labels for the same total.
Features to start with
Products & quotes
Build an offer with the right products, a defensible price and clear technical and commercial approvals.
Orders & receivables
Turn accepted commitments into evidenced fulfillment, accurate invoices and reconciled customer balances.
Contracts & renewals
Preserve agreed terms, verify customer acceptance and manage the next contract term without losing the continuing business.
Roles on the team
- Sales Rep
- Owns assigned leads, customer relationships, pipeline, quotes, follow-up and renewal work.
- Sales Manager
- Owns commercial authority, team forecasts, approved commission basis and contract decisions.
- Sales Ops
- Prepares territories, quotas, commissions, data quality and accepted-order operations.
- CPQ Admin
- Prepares product, pricing and technical configuration rules and independently reviews technical exceptions.
- AR Clerk
- Owns operational receivables, accounting reconciliation and independent authorised financial payout requests.
- Viewer
- Reads enterprise sales performance and customer context within configured entity and protected-field boundaries.
Set up CRM your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.