Offering and Product Catalog

The Source of Truth for What You Sell.

Before a sales rep can send a proposal, the system needs to know what they are selling. The Product Catalog is your central database of goods, services, and subscriptions. It replaces messy Excel price lists with a structured, intelligent library that prevents pricing errors and ensures every quote adheres to company strategy.

A. Defining Products & Services (The SKUs)

Turn Items into Assets.

Every item you sell – whether it’s a physical widget, a software license, or a consulting hour – is defined here as a specific SKU (Stock Keeping Unit) .

• Product Types: One-Time: Hardware, setup fees, or perpetual licenses.
• Recurring (Subscription): SaaS seats, monthly retainers, or annual maintenance contracts.
• Usage-Based: Metered billing (e.g., “Per GB” or “Per API Call”).
• Attributes: Name & Description: The customer-facing text that appears on the quote PDF.
• Image: A visual thumbnail (crucial for manufacturing or hardware sales).
• Category: Group items logically (e.g., “Hardware,” “Software,” “Professional Services”).

B. Pricing Rules & Currencies

Global Selling made Simple.

Pricing isn’t always static. The catalog allows you to build sophisticated logic to handle different markets and deal sizes.

• Base Price Lists: Define the standard “List Price” for every item.
• Multi-Currency Support: Scenario: You sell to both US and European customers.
• Solution: Define a price in USD ($100) and a separate fixed price in EUR (€95). The system automatically selects the correct currency based on the Deal Room settings.
• Volume Pricing (Tiers): Logic: “If they buy 1-10 units, price is $50. If they buy 11-50 units, price drops to $45.”
• Benefit: Automates discounts without needing manager approval.

C. Bundles & Packages (Guided Selling)

Sell Solutions, Not Parts.

Top reps don’t just sell a “Login”; they sell a “Solution.” Bundling allows you to group related items together to increase deal size and ensure customer success.

• Fixed Bundles: “The Starter Pack” includes 10 Licenses + 5 Hours of Training + 1 Year Support . The rep selects one item, and all three components are added to the quote automatically.
• Configurable Bundles: “The Enterprise Suite” includes the Core Platform , but allows the rep to choose between “Gold” or “Platinum” support add-ons.
• Why it matters: Cross-Selling. It reminds reps to include necessary services (like implementation) that might otherwise be forgotten.

D. Constraints & Dependencies

Stop Impossible Deals.

The catalog can enforce logic to prevent reps from selling incompatible configurations.

• Inclusion Rules: “If you sell Software X , you MUST also sell Implementation Package Y .”
• Exclusion Rules: “You cannot sell Starter Support to an Enterprise Customer .”
• Why it matters: It eliminates “Bad Revenue”—deals that lose money or cannot be delivered by the operations team.