Digital sales strategy

With M.Sales to sustainable sales success

M.Sales is the main CAS Merlin CPQ module and the basis upon which our CPQ solution is built. With this module you can extend your sales processes and quote creation beyond pure product configuration.

In addition, you can expand your CPQ software with any number of modules from our product world so that all your requirements are covered in one solution.

CAS Merlin CPQ supports your sales staff in every phase of the individual customer journey - whether during the initial contact at the start of a project, when configuring the optimum customer solution or in the cross-selling process. Implement M.Sales for a more efficient digital sales and quoting process - while keeping your customers in focus.

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Your advantages with M.Sales 

  • hakenHigh precision and consistencyProvide your sales team with on-demand access to product knowledge, including technical feasibility and pricing structures for available variants with a CPQ solution.
  • hakenError-free quotesThe configuration logic helps to prevent errors in configurations and orders, thus helping to reduce double handling and any change costs as well as minimize the number of complaints.
  • hakenEfficient salesCPQ software automates lots of manual tasks associated with the sales process. Consequently, your sales team can concentrate more on contact with customers.
  • hakenOptimized pricing and profitabilityWith the help of CPQ software, companies can implement dynamic pricing strategies based on market conditions, customer segmentation and product margins.
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Functions at a glance 

Upgrade your sales 

Smart configuration according to customer requirements

With the help of intelligent assistants (AIA®), your sales teams can configure the optimum customer solution with just a few clicks. Use AIA® Optimization to align sales processes precisely with the needs of your customers by optimizing the configuration based on specific criteria.

For example, you have the option of combining your desired margin with the customer's requirements for sustainability or delivery time in the configuration, thereby creating a win-win solution for you and your customer. Our smart assistant Vivi supports you in this process by recommending the best solutions for the customer.

Transparent order calculation

With the transparent view of prices and calculations in the CPQ software, purchase and sales prices, discounts, rental and leasing prices as well as the margin of products and various financing models can be displayed at a glance. This makes it easier to manage a growing variety of products and calculate complex calculations in a matter of seconds. This provides companies with a means of realizing dynamic price strategies.

Realtime quote configuration

The CPQ solution creates individual, technically feasible quotations at the touch of a button and calculates complex prices flawlessly. Products and services can also be configured according to the specific requirements and preferences of customers in different regions and prices can be displayed in different currencies.

Customers can add notes to the digital quote they created in the form of comments. The digital representation of the offer gives sales staff the opportunity to actively involve customers in the process and facilitates communication.

Clear processes - all leads in one inbox

Current offers are listed transparently and clearly in the inbox. For each quote, current agents and status can be viewed directly. As a result, your sales team always have an eye on all the current enquiries and leads.

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