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When a rep builds a quote, CPQ captures what the customer needs (configuration details, options, dependencies), why it’s priced that way (discount rules, margin thresholds, volume breaks), and how it connects to everything else (CRM opportunity data, ERP inventory and fulfillment).<\/p>\n
It’s the exact data AI platforms and agents need to identify patterns. suggest next-best products, and flag deals that need extra attention. It also just makes everyday quoting a lot easier. For example, using Experlogix CPQ with your CRM, you can have AI gather customer-specific requirements to put directly into a quote. See how it works with Microsoft Dynamics 365 and Copilot below:<\/p>\n
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