Product Catalog Management
Product Catalog Management enables your organization to manage your product offerings by grouping them into catalogs and categories, which streamlines the ordering process and helps manage leads, opportunities, quotes, and orders in Sales and Order Management.
- Product catalog user interface: Launch from anywhere in lead, opportunity, quote, and order capture workflows, enabling agents to browse and find products quickly with a full catalog search function.
- Catalog category hierarchy: Use hierarchical structures of catalogs and categories to organize products and services logically.
- Version control: Track changes made to product information over time, helping with transparency and auditability.
- Product offer eligibility: Filter your product catalogs, product offering categories, and product offerings so that agents sell customers only the products for which they’re eligible.
To learn more about setting up product offering catalogs, see Configuring product offerings and catalogs.
Product catalog UI
The product offering catalog enables agents to do the following:
- Browse and search product offerings by using keywords, descriptions, and industry codes.
- Review product offers that are organized by catalog category hierarchy, which streamlines catalog navigation.
Product offering catalogs and categories
- Product Offering Catalog: Hierarchical product offering structures of categories and product offerings.
- Product Offering Categories: Categories are a logical grouping of product offerings.
- Product Offerings: Physical goods or non-tangible services that are configurable.
- Characteristic and Characteristic options: Product options that are created based on customer preferences.
Product offering families
A product family is a collection of product offerings that share similar or common features. You can use a product family to create a hierarchical classification of product offerings, like a category tree. A product family can have parent-child relationships, where each node in the family tree can have a parent, forming a multi-level hierarchy. This structure allows you to apply attributes, business rules, and product updates to a product family, rather than change products individually. After you create product families, you can assign a product family to a product offering. To learn more, see Create a product offering family.
Product offer bundling
You can create product offer bundles with an offer hierarchy using product offer relationships and relationship groups. These bundle offers can have references to a product specification or specification hierarchy at any level in the bundle. For more information, see Product offer bundling with product specifications.
Product offer eligibility
As a product catalog admin or manager, you can use business rules to filter the product catalog, product offering categories, and product offerings dynamically, displaying only the appropriate catalog, categories, and offerings for which a customer is eligible. These rules enable your sales agents to sell the correct products to customers based on context, such as specific customer accounts, customer location, sales contracts, and more. You define these rules using product eligibility matrices. To learn more about using the product eligibility matrices, see Configuring product offer eligibility.
Product recommendations
- Product recommendations using needs analysis - When your sales agents are generating leads and opportunities, they can use product selection guides to help determine relevant products for their customers. For information on setting up needs analysis, including the product selection guides, see Configuring needs analysis. For details on how your agents can get product recommendations for leads and opportunities, see Get product recommendations for leads using needs analysis and Get product recommendations for opportunities using needs analysis.
- Product offering recommendations for quotes - When your sales agents are updating quotes, they can get product recommendations for upselling or cross-selling additional products for existing quote line items. For information on setting up these recommendations, see Configuring product offering recommendations. For details on how product offering recommendations work in quotes, see Using product offering recommendations in quotes.