Product Bundle Wizard
Add bundles of products to opportunities
Increase deal size and optimize the number of products included with each opportunity using the Product Bundle Wizard.
Salespeople add bundles to opportunities using the integrated bundle selection wizard. This presents all bundles – and their constituent products – in an easy-to-use interface.
The integrated Bundle Builder Wizard allows administrators or product managers to combine multiple products into a single bundle.
Only products from the same Price Book can be combined in a bundle. This preserves pricing integrity and means that differentiated bundles can be created for each market segment.
The price and quantity associated with each product within the bundle is set by the system administrator or product manager.
Administrators can set the discount applied to each product within the bundle. This means salespeople can offer a reduced price to the customer for multiple products purchased through the bundle.
Price: $150 per month for unlimited users
• Increase deal size and streamline sales processes with bundle selection wizard.
• Quickly create new bundles with the bundle builder wizard.
• Bundle-specific pricing and product quantities set by the system administrator or product manager.
• Pre-determine the quantity of each product included within the bundle.
• Create specific bundles for market segments or individual customers.
• Easy for salespeople to add additional products to the opportunity.