CloudSense Review

Customer Reference Rating 4.7
Devices Supported
  • Windows
  • Android
  • iPhone/iPad
  • Mac
  • Web-based
Customer Types
  • < 50 Small Businesses
  • < 250 Medium Businesses
  • 250 + Large Businesses
  • 25 Testimonials
  • 12 Case Studies
  • 6 Customer Videos

Overview

CloudSense is a complete, omnichannel configure-price-quote (CPQ) solution created for a range of industries including logistics, energy, data center, government, media, and communications. The software is secure, reliable, and scalable, and enables your sales teams to produce accurate quotes, while minimizing errors in product selection and pricing. It gives them control and visibility over the products they configure and the prices they quote.  

CloudSense empowers you to bring new services and products to market and deploy pricing changes more quickly. This CPQ system is designed on Salesforce, allowing you to access it within Salesforce and use any data in that CRM system. CloudSense presents user interfaces that are created for various roles as well as features constructed for specific sectors.

Benefits

Designed on Salesforce

As mentioned earlier, CloudSense is created atop the Salesforce application and works well with that CRM platform. This permits your sales teams to automatically import customer data straight from Salesforce when they are producing quotes and proposals. Plus, sales managers can track all the documents, comments, and changes during the approval procedure within Salesforce. Another perk is users can leverage Salesforce Chatter, a social networking and communication tool, to collaborate effectively.

Omnichannel User Interface

As CloudSense is an omnichannel system, it offers a user interface that is customized for different sales channels. This enables sales teams, customer support agents, field sales reps, and partners to perform their tasks more efficiently.

Preparation of Quotes and Proposals

CloudSense allows you to customize proposal templates to ensure your presented quotes have a uniform format and reflect your brand. Plus, while you create proposals and quotes, the program permits you to automatically import data from external tools and product configurations.

Guided Product Configuration

CloudSense’s product configuration capability helps to streamline the sales procedure. It directs sales teams with scenario-based processes that are chosen via business logic. These workflows comprise questions that assist sales teams to deliver the right products to consumers. Further, sales teams can use the workflows’ business logic to configure their products, set their pricing, and combine them dynamically into segments.

Operable Insights

Lastly, CloudSense provides a flexible dashboard and detailed reports that enable business owners and sales managers to get actionable insights into the performance of their commerce operations and teams. This enables them to understand the financial effect of all the quotes generated by their teams. Further, the insights enable users to precisely forecast their revenues, margins, and costs.

Product Features

  • Administration and reporting
  • App interfaces for each channel
  • Automate approval process
  • Built on Salesforce
  • Calculate pricing
  • Change orders
  • Configure products
  • Create a guided selling journey
  • Create orders from quotes
  • Create professional proposals
  • Decompose orders into products
  • Define pricing rules
  • Dynamically combine products
  • E-signature
  • Forecast revenue and margin
  • Granular pricing information
  • Make pricing context specific
  • Partner sales
  • Performance analysis
  • Pull in data
  • See all quotes in Salesforce
  • Single product catalog

Pricing

CloudSense offer pricing information on request. Contact them directly to get tailored pricing details for your business.

Customer Support

  • Phone Support
  • Live Support
  • Training
  • Support Tickets