Quote Management and Order Fulfillment in Subscriber Lifecycle Management

Quote management and order fulfillment in Subscriber Lifecycle Management helps media sales representatives 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 while tracking subscription terms and service commitments in a unified transaction flow. To provide a consistent user experience, the quote and order record pages use the Sales Transaction Line Editor — a centralized workspace where sales reps can manage complex transactions, view and edit order details, track fulfillment status, and handle modifications before final submission.

Here are some key capabilities of the feature:

• Multisite: Create and manage location-based quotes and orders for enterprise and media 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 media 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.

• Multilocation Quotes for Media
  Simplify the complex process of managing quotes and orders with multilocation quoting. Streamline sales operations by applying uniform product configurations and pricing to distinct location groups simultaneously, rather than creating repetitive records for every address. Accelerate deal cycles involving widespread infrastructure, and remove the manual effort needed when quoting individual locations.
• Multisubscriber Quoting in Subscriber Lifecycle Management
  To improve the accuracy of your sales cycles, manage subscriber-based quotes and orders for new and existing customers. To increase performance and efficiency, manage offers for multiple subscribers without cloning individual offers. Improve productivity by creating, configuring, and applying offers to empty subscriber groups. Create multiple orders from a single quote based on criteria, such as subscribers or fields.
• Set Up Promotions in Subscriber Lifecycle Management
  Promotions help you acquire new customers, drive product sales, and increase business revenue. Create targeted discounts for diverse customer segments, define eligibility criteria, and control the timing and channels where promotions apply.