Understanding Oracle CPQ

Overview

What is CPQ?

Oracle CPQ enables both enterprise and midsize companies to streamline the entire opportunity-to-quote-to-order process, including product selection, configuration, pricing, quoting, ordering, and approval workflows.

Oracle CPQ provides a flexible, scalable, enterprise-ready configuration, pricing, and quoting (CPQ) solution ideal for large companies with complex products and services across direct, indirect, and ecommerce sales channels. With it, enterprises can optimize complex selling processes for faster sales cycles, improved margins, improved pricing discipline—and ultimately, improved customer satisfaction. The proven Oracle CPQ leader, Oracle invests more in research and development (R&D) for its Oracle CPQ products than all other vendors combined, and is backed by the industry’s most extensive expertise, training, and support services.

The Proven Enterprise Oracle CPQ Solution

By purchasing Oracle CPQ (formerly BigMachines), your organization has realized that a fast, accurate Oracle CPQ process is mission-critical to succeeding in today’s constantly changing business landscape.

Oracle CPQ has hundreds of successful enterprise implementations out in the wild today, and is the only Oracle CPQ solution that is truly enterprise-ready. By integrating Oracle CPQ with CRM and ERP systems, customers can automate the entire lead-to-quote-to-cash process and eliminate manual data entry lag-time and errors.

Core to the basic premise of the Oracle CPQ application is the simplicity, speed, and ease of access of the cloud. Sales reps and admins simply need internet access and secure login credentials to access Oracle CPQ from anywhere in the world. As a result, our customers can rapidly implement and deploy Oracle CPQ globally.

Refer to the following Oracle Configure, Price, Quote page for a more in-depth overview of the Oracle CPQ process and to request a CPQ demo.

The Role of the Oracle CPQ Administrator

As an Oracle CPQ implementer and/or admin, you will build and maintain a custom Oracle CPQ solution for your company. You will build product and pricing logic into the application so that it is always at the fingertips of sales reps that need it. You will automate previously-complex approval processes so that managers no longer have to worry about whose turn it is to approve the quote. You will create dynamic proposal templates that will produce accurate, professional quote documents with just one click.

Documentation and Training

Most of the documentation you’ll need to begin implementing and administering Oracle CPQ is contained within the online Help system. Additional documents, such as integration implementation guides and white papers, are linked to from within the Help. Additional resources, including release documentation, can be found on cloud.oracle.com.

Administration training through Oracle University is recommended for all Oracle CPQ admins. Training can be taken in class, via a live virtual class, or through the Oracle CPQ learning stream.

For more information on training and where to begin in your Oracle CPQ administration journey, contact your Oracle CPQ Oracle CPQ application sales representative.

Oracle CPQ Technical Overview

ClosedOracle CPQ Technical Architecture

CPQ Technical Architecture


ClosedOracle CPQ Solution Map

CPQ for CRM Solution Map


Administration

ClosedAccessing the Version Page

  1. Click Admin to go to the Admin Home Page.
  2. On the Administration Platform header bar, click View Oracle CPQ Version.

    View CPQ Version

    The Releases page opens.


The Oracle CPQ Version page (also called the Site Information or Releases page) contains version, build, and copyright information regarding the Oracle CPQ site.

CPQ Version Information dialog

Field Description
Version The version of Oracle CPQ currently in use.
Release Date The date and time when the version was released.
Build Date The date and time when the site was built on the version.
Build Number The internal version number identifying the software.

Related Topics

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