Make quoting more agile with the right tools

KlaroCPQ is a software package that allows businesses selling complex technical solutions to make their quoting more efficient. The highly-automatized process speeds up quoting by up to 80%.

Calculation engineers aren’t necessarily required for quote preparation at all: the tool allows sales personnel to put together quotes significantly faster than before. For example, global technology corporation Metso-Outotec has been able to cut down its quote preparation times from two weeks to two days with the help of KlaroCPQ. The software is above all a sales tool covering the entire quote process.

KlaroCPQ is best suited to businesses involved in technical solution and project sales in fields like manufacturing, technical wholesaling or import and export.

KlaroCPQ is a great help for businesses looking to mass customize complex quoting processes and make them more effective. If a quote requires detailed technical specifications, contains several components and supplies, different modifications etc., KlaroCPQ can help you streamline the process significantly.

The CPQ solution generally addresses the following challenges:

• Company has an extensive product and service portfolio.
• Making bids is very tedious and there is a lot of information needed.
• Company want to save the tender documents systematically
• Ensuring smooth data transfer to production and procurement.
• Company has an extensive sales organization and partner network.
• Want to understand which offer wins and which does not.
• Ensure that it is offered with the specified pricing and terms.
• Company want to give the customer a high-quality picture of the sales process.

With KlaroCPQ, customers can solve these problems with digital tools.

Klaro digital solutions support the sales process with automation. With Klaro digital sales tools, you take care of the sales process from lead acquisition to trade.

With the Klaro CPQ sales configurator, you can easily automate sales in the following sales steps:

• Defining customer needs
• Creating a solution
• Solution pricing
• Bidding
• Contract negotiations

Offers efficiently and smoothly

With KlaroCPQ software, you make bids much more efficiently than with Excel, for example. In addition, the tool provides you with all the attachments needed for quotations, such as delivery terms, deed book templates and contract templates. Because your company's sales and quotation process with price list is accurately modeled in the tool, KlaroCPQ reminds you to include important parts or services, such as transportation, if necessary. KlaroCPQ also prizes different sets of devices according to predefined control rules, so the number of human errors is reduced.

Transparency and monitoring

KlaroCPQ brings predictability and even easier traceability to the current bidding and sales process. As a user of Klaron CPQ, you can respond to customer requests for quotations faster than your competitors.

Information about submitted offers is stored in the sales configurator database, from which sales management can easily monitor the offer portfolio in real time. From the CPQ tool, you can directly see all open bids, for example, by business area or by geographical distribution.

KlaroCPQ can make quoting up to 80% more effective. It speeds up quote creation, reduces mistakes and ensures that products and services are always sold at the correct price. All this frees up more time for clients, production and R&D. Customer experience is also improved through uniform and stylish visual presentation of all communications and documents.

For more advanced CPQ tool users KlaroCPQ can be a big help particularly when the business is undergoing change, such as during mergers, which often require system overhauls. KlaroCPQ can also provide sales personnel with a great interface between CRM and ERP systems.

For sales management KlaroCPQ provides up-to-date sales tracking information about e.g. quote revision history.

The company needs a CPQ application especially to support solution sales.

In general, our customers use our KlaroCPQ solution to find solutions for the following situations:

• The company has an extensive product and service portfolio.
• Making bids is very tedious and there is a lot of information needed.
• We want to save the tender documents systematically
• We want to ensure smooth data transfer to production and procurement.
• The company has an extensive sales organization and partner network.
• We want to understand which offer wins and which does not.
• We want to ensure that it is offered with the specified pricing and terms.
• We want to give the customer a high-quality picture of the sales process.

With KlaroCPQ, our customers are able to solve these problems with digital tools.

KlaroCPQ brings to the company's sales an excellent sales tool with which you can make sales like in the 2020s. There are many benefits to using Klaro sales tools:

• KlaroCPQ makes bidding up to 80% more efficient. It makes it possible to complete quotes faster than before, there will be fewer errors in the offers and the products and services will always be sold at the right price.
• At the same time, salespeople are freeing up more time for customers, production and product development. The customer experience also improves when customer communication is consistent and documents are stylish.
• For sales management, KlaroCPQ provides up-to-date data on offers for overall sales management.

According to our customers, KlaroCPQ should be chosen because:

1.KlaroCPQ is an easy and flexible solution that can be adapted to even the most demanding needs.

2. KlaroCPQ has a lot of features that are being developed constantly.

3. Klaro has an agile and flexible team that can deliver services quickly and easily

4. Klaro makes the customer extremely satisfied

CPQ software implementation is a good starting point for taking advantage of mass customization in the quoting process. During the specification stage we help your business identify, specify and document different stages of the quoting process as well as regularities within parts, supplies etc. required for the quote. After this we will work together to specify the rules KlaroCPQ needs to guide users through the entire quote creation process. When your process has been standardized to a certain level, entering your products into KlaroCPQ is easy.

KlaroCPQ acts as a great sales interface between CRM and ERP systems. In corporate merger situations, where two businesses need to combine their ERP, CRM, PDM or similar large-scale systems used for production management, KlaroCPQ is a great bridge to aid the transition. KlaroCPQ can be used to ensure that system changeovers won’t jeopardize sales or quoting.

KlaroCPQ is an excellent tool for businesses involved in international trade. Apart from its other benefits, the software has three particularly important features for this purpose:

• multilingual support for printed quotes
• ability to define suppliers by country
• help with controlling currency risks.

The implementation of the KlaroCPQ SaaS version is done as an agile sprint together with the customer.

The implementation of the KlaroCPQ Enterprise version is done in a project. The project starts with defining the bidding process. In the first phase, we get to know your business processes, interview the people involved in the sale and work with you to find out the individual needs of your company. This is an important step in the implementation, as it is the basis on which we will work with you to model your bidding process in Klaro in as much detail as possible.

In the second phase, in accordance with our agile operating principle, we will create the first, basic version of the tool, which you will be able to use within a few weeks.

In the third phase, we develop the tool and, for example, its integration interfaces in a few weeks of sprints ahead. We hear feedback from users and work with you to tailor the tool to better suit your needs.

More general sales and product configurators on the market are ready-made systems with a specific combination of functionality and features. Businesses deploying such systems will have to adapt their own business and quoting processes to the opportunities offered by the tool.

KlaroCPQ systems take a different approach: the client’s own sales and quoting process is modelled into the system right from the start, so the tool suits business needs and not the other way around.

KlaroCPQ pricing involves a implementation fee for sprint or project. We charge a monthly fee for continuous use.

Deployment costs and usage fees are determined by the level of complexity of your company's bidding process, the extent of the need for efficiency, and the level of service for continuous use, which determine the service package your company needs.

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