Quote Management and Order Fulfillment in Revenue Cloud for Communications

Revenue Cloud for Communications helps communications service providers streamline sales processes, manage complex product catalogs, and drive revenue growth through intelligent quote-to-order management. Generate accurate quotes and convert them to orders seamlessly. Track subscription terms, and service commitments in a unified transaction flow.

Revenue Cloud for Communications provides comprehensive quote-to-order capabilities that streamline the entire sales lifecycle, from initial product configuration through final order fulfillment. To provide a consistent user experience, the quote and order record pages use the Sales Transaction Line Editor. In this centralized workspace, sales reps can manage complex transactions, view and edit order details, track fulfillment status, and manage modifications before final submission.

Orders create managed assets that represent the customer's active subscriptions and service commitments. These assets form the foundation for downstream lifecycle operations including amendments, renewals, and cancellations. The platform maintains complete traceability from initial quote through active asset management.

Here are some key capabilities available in Revenue Cloud for Communications:

• Multisite: Create and manage location-based quotes and orders for enterprise and SMB customers. Add locations to quotes and orders, assign products to the locations or locations groups, create and manage location groups, create orders from a quote, activate orders, and manage your multisite customer assets.
• Multi-Subscriber: Create and manage subscriber-based quotes and orders for enterprise and SMB customers. Add subscribers to quotes and orders, assign products to the subscribers or subscriber groups, create and manage subscriber groups, and create orders from a quote.
• Promotions: Create manual and automatic promotions to offer valuable deals. Apply promotions to quotes and orders during the configuration process from the Sales Transaction Line Editor or Configurator. View applied promotions on assets, and efficiently manage products with promotions through amendment, renewal, and cancellation processes.

• Set Up Pricing in Revenue Cloud for Communications
  Pricing in Revenue Cloud for Communications is a reliable and easy-to-use pricing solution that helps you price products based on their assigned locations or subscribers. Enable pricing by setting up context definitions, custom objects, decision tables, pricing recipes, and pricing procedures. Price products accurately and consistently.
• Set Up Product Discovery in Revenue Cloud for Communications
  To use product discovery in Revenue Cloud for Communications, configure the product discovery settings. Sales reps can then select a catalog and browse its products for assignment to specific locations.
• Set Up Qualification Rules for SMB Fiber Products
  Configure multirecipient qualification rules to define the availability of fiber products for customers based on the serviceability results for their locations. You can select any field from Quote Line Item Recipient or Order Product Recipient for the qualification criteria.
• Set Up Dynamic Revenue Orchestrator in Revenue Cloud for Communications
  To automate order submissions and streamline order fulfillment by invoking Dynamic Revenue Orchestrator with a record-triggered flow, integrate Dynamic Revenue Orchestrator with Revenue Cloud for Communications. This coordination across multiple systems helps accelerate the launch of new products by using reusable orchestration models.
• Set Up Order Creation From Quote in Revenue Cloud for Communications
  To seamlessly create multiple orders from a single quote, set up advanced order creation from quote in Revenue Cloud for Communications. Users seamlessly convert quotes into multiple orders based on the selected order creation method, streamlining the sales process and improving efficiency.
• Set Up a Record Type to Identify Service Accounts
  When an order is activated, if account records don’t already exist, then they are created from the order product recipients and linked to the assets. The record type of these records is based on the Customer Site Record Type that you configure in the Revenue Cloud for Communications Settings.
• Set Up Multisite in Revenue Cloud for Communications
  Manage quotes and orders across multiple locations or location groups with Multisite in Revenue Cloud for Communications. Assign permission sets, enable org settings, and add the Locations tab to a quote or order record page.
• Set Up Multi-Subscribers in Revenue Cloud for Communications
  Manage quotes and orders across multiple subscribers or subscriber groups with Multi-Subscribers in Revenue Cloud for Communications. Assign permission sets, enable org settings, and add the Subscribers tab to a quote or order record page.
• Set Up Promotions in Revenue Cloud for Communications
  Promotions are an effective tool for engaging customers by offering valuable deals at opportune moments. These significantly contribute to boosting product sales and increasing business revenue. By enabling businesses to differentiate themselves from competitors, attract new customers, and drive sales, promotions foster growth. Also, provide the flexibility to craft suitable benefits of discounts for diverse customer segments at the right time.
• Create Quotes for a New or Existing Customer
  When a customer contacts you, search for their account by using their email address. If you don’t find any account, capture the new customer's details and quote information. Review and edit the customer's details as needed. Browse catalogs, add products, and save the quote. Optionally provide billing details for the quote.
• Create and View Quotes and Orders for an Existing Customer Account
  Create a quote in Revenue Cloud for Communications and use it to negotiate with your customers, or create an order if you have the final details. View quotes and orders for an account on its record page.
• Create an Order from a Quote in Revenue Cloud for Communications
  Quickly create multiple orders from a single quote based on different criteria such as recipients, fields, or groups. This flexibility allows you to tailor the order creation to your unique business needs, ensuring that each order is accurate and aligned with your specific requirements.
• Manage Multisite in Revenue Cloud for Communications
  Add locations to quotes and orders, assign products to the locations or locations groups, create and manage location groups, create orders from a quote, activate orders, and manage your multisite customer assets.
• Manage Multi-Subscribers in Revenue Cloud for Communications
  Add subscribers to quotes and orders, assign products to the subscribers or subscriber groups, create and manage subscriber groups, and create orders from a quote.
• Manage Promotions in Revenue Cloud for Communications
  Promotions are a powerful tool for businesses to influence purchasing decisions and stimulate growth. Sales representatives can view the promotions applicable to a product on the Catalogs page. Apply these promotions to quotes and orders during the configuration process from the Sales Transaction Line Editor or Configurator. Real-time price adjustments, reflecting the discounts, are visible in the price waterfall. Furthermore, sales reps can view applied promotions on assets, and efficiently manage products with promotions through amendment, renewal, and cancellation processes.