Account-focused Strategies
Guarantee the right price for every customer, every time.
Account Pricebooks
Set pricebooks by accounts rather than opportunities so each time a client orders, you use the right pricebook
Account Discounts
Guarantee a standardised discount to all opportunities in an account
Bespoke Account Pricing
Lock-in agreed product prices or discounts for different clients – so they always get their agreed price. Includes expiry dates.
Bespoke Account Products
Make products specific to an Account (or Customer) – they will then appear in search results only for certain accounts.
Pricing Partners
Leverage account-specific pricing on an opportunity or quote from an account other than that specified in the Account lookup.
Segmented Account Pricing
Change the sales price of groups of products for groups of customers.
Dynamic Account Price List
Search or download an Account price list without having to create a pricebook for each Account