Use the Customer Acquisition Management Application Out-of-the-box

Customer Acquisition Management application provides a preconfigured reference product model, which comes with sample data for products and pricing. Use the reference product model as is and add your own products and pricing data.

• Plan Your Energy & Utilities Products
  In an Energy & Utilities company, products typically consist of commodity and non-commodity items. Commodity items include services such as electricity, gas, or dual fuels which have associated standing charges and unit rates based on consumption. Non-commodity products are either physical devices, such as solar panels, which have a one-time charge associated with them, or services such as maintenance contracts that have a recurring charge associated with them.
• Add Product Specification to the Reference Product Model
  Products are also called a product specifications in Salesforce. A specification can be a single product or a product bundle with multiple child products. All these products are derived from the object types, and therefore inherit all the fields, attributes, and layout structures from the parent object.
• Remove Product Specification from the Reference Product Model
  Each product specification in the reference product catalog is derived from a defined object type and has pricing associated with it. To remove a product, you need to update the calculation matrices.
• Modify Existing Product in Reference Product Model
  The reference product model is designed with products that are commonly found in the Energy & Utilities market. If any of the existing products in the reference product model closely matches the products that you want to offer to the customer, you can easily modify the existing products to suit your requirements.
• Run Maintenance Jobs for Customer Acquisition Manager
  When a new product is added or an existing product is modified, run the maintenance jobs to refresh the product hierarchy in the cache.