Digital collaboration platform
Effortless collaboration with AIA®
Configuration processes often involve numerous people across different departments. To offer an end-to-end customer journey without losing any up- or cross-selling potential, interdepartmental cooperation has to function flawlessly.
This seamless exchange without silo thinking is also necessary in order to advise customers with supplementary offers in the after-sales phase or to implement special customer requests that go beyond a classic configuration.
AIA® Collaboration helps you to connect teams, improve the efficiency of work processes and reduce the time spent on coordination.
Your highlight with AIA® Collaboration
Functions at a glance
Transparent cooperation
AIA® Collaboration connects all the experts involved in the quote creation process, accelerates the coordination process and unites different states of knowledge. All those involved in the quote process are thus fully informed and up-to-date. Based on this, the sales employee can coordinate digitally and easily with the customer.
Effective quote configuration
Whether approval processes for special requests or the preparation of quotations across several departments: AIA® Collaboration supports cross-departmental collaboration and promotes internal exchange with various experts from different specialist areas.
Interactive quote process
The great advantage of using an AIA® Collaboration is the high level of transparency and the consistency of information flow. For example, your sales team will find all of the previous communications with the customer in one central dossier and they can also link this communications history with the quote. Consequently, any last minute customer wishes regarding the configuration or other changes can be clearly traced and understood.
Clear workflow management
Multiple people are often involved in the creation of a quote. AIA® Collaboration supports the coordination process by allowing various workflows to be mapped. Common workflows include various approval processes, such as price approvals for exceptional discounts or approvals of special requests that must first be checked in an ETO process.
Keep everything in view with the Inbox
In the Inbox you can see a clear list of all current offers as well as current processors and the status. This enables the whole sales team to keep a close eye on the progress of each and every quote.
Is AIA® Collaboration a stand-alone software solution?
AIA® Optimization is not a stand-alone program, but an extension of the M.Sales modules. With the license for AIA® Collaboration, you can unlock additional functions in M.Sales.
Which CPQ assistant should I use, and when?
If your workflows are characterized by regular reconciliation and approvals as well as multiple feedback loops in the quotation creation process, you will increase the efficiency of your sales department, especially using AIA® Collaboration.
AIA® Optimization on the other hand, is particularly suitable for companies that have a comprehensive variant space and whose focus is on customer centricity and perfect quotation preparation. It is also used successfully in connection with complex requirements such as laws, guidelines and regulations.
Combine both AIA®s with each other and rely 100 % on Customer Centricity.
Are CAS Merlin CPQ and the CPQ assistants cloud-capable and EU-GDPR conform?
CAS Merlin CPQ and all associated modules such as the CPQ assistants can be used as a cloud solution. In addition to maximum flexibility in terms of individualization of your CPQ + AIA® solution, your data is protected in accordance with the guidelines of the EU-GDPR. The subscription model guarantees you individual software tailoring and transparent costs. So you can start your CPQ cloud project worry-free and without financial hurdles.