Cincom

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Cincom Glossary

A B C D E F G H I J K L M N O P Q R S T U V W X Y Z

A

  • Automated Customer Correspondence

    Automated customer correspondence refers to customer messages that are generated and delivered by a system based on predefined rules or events.

  • Automated Proposal Software

    Automated Proposal Software automatically generates accurate, consistent proposals by pulling real-time pricing, product data, and customer information.

B

  • Bill of Materials (BOM)

    A Bill of Materials, or popularly known as BOM, is a comprehensive document that encompasses all the parts, components, and materials needed to manufacture a product.

C

  • CCM Software

    CCM software is a system that manages the creation, organization, and delivery of customer communications across various channels.

  • Channel Sales Automation

    Channel sales automation refers to the use of digital tools to support partners, distributors, resellers, and agents throughout the sales process.

  • CPQ Software

    CPQ software automates product configuration, pricing, and quoting to help businesses deliver fast, accurate quotes with greater efficiency.

  • Customer Engagement Platform

    A Customer Engagement Platform (CEP) is a unified solution that combines real-time data with communication management to deliver personalized, omnichannel experiences across the entire customer lifecycle.

  • Customer Experience Management (CXM)

    Customer Experience Management (CXM) is the process of improving how customers interact with a company to make their experience better.

D

  • Digital Sales Transformation

    Digital Sales Transformation refers to the strategic use of digital tools, automation, and AI to modernize sales and improve efficiency and customer experience.

  • Document Automation

    Document automation is the use of technology to create, format, and distribute documents with little or no manual work.

  • Document Generator Software

    Document generator software is a tool that automatically produces documents by combining data with templates, reducing manual effort and errors.

  • Dynamics 365 CPQ Integration

    Dynamics 365 CPQ Integration connects Microsoft’s CRM system with Configure-Price-Quote (CPQ) software, enabling automated, accurate, and fast sales quoting. It streamlines complex product configurations and ensures consistent pricing across the sales cycle.

E

  • Engineer to Order

    Engineer to Order (ETO) is a production technique in which each product is created after receiving a client order. It is useful in industries that produce highly complicated and configurable products.

  • ERP Integration CPQ

    ERP Integration CPQ refers to the connection between the Configure Price Quote (CPQ) system and the Enterprise Resource Planning (ERP) system, creating a reliable flow of information from sales to production.

F

  • Financial Impact of CPQ

    CPQ software accelerates quoting, ensures pricing accuracy, and protects margins, driving revenue growth and cost savings. Its financial impact spans faster sales cycles, higher deal sizes, and improved profitability.

G

  • Guided Selling

    Guided Selling uses rules-based recommendations and interactive prompts to help sales teams and customers choose the right products, configurations, and pricing quickly and accurately.

H

  • HVAC Manufacturing CPQ

    HVAC Manufacturing CPQ is a software system that helps HVAC manufacturers automate configure, price, and quote processes with higher efficiency and accuracy.

I

  • Integrated CPQ

    Integrated CPQ connects CPQ with CRM, ERP, and product data systems to deliver real-time, accurate configurations and quotes across the sales process.

K

  • Knowledge-Based Configuration

    Knowledge-based configuration is a method for configuring a product to meet the unique needs of the customer. It uses stored product knowledge to create configurations that are valid, accurate, and ready for the final quote.

M

  • Margin Protection

    Margin protection is a pricing-related strategy for businesses to protect their profits when production costs rise or prices decrease. It includes factors, such as raw material costs, production costs, market dynamics, inflation, etc., to keep each deal profitable.

  • Multichannel Communication

    Multichannel communication is the practice of delivering information to customers through several different channels.

N

  • Native CPQ Integration for CRM and ERP

    Native CPQ integration for CRM and ERP connects sales, finance, and operations into a single workflow to ensure accurate pricing, faster quoting, and seamless order fulfillment.

O

  • Omnichannel Communication

    Omnichannel communication is an integrated approach that connects all business channels into a single network to ensure a consistent and frictionless customer experience.

  • Online Sales Quoting Software

    Online sales quoting software enables sales teams to create accurate digital quotes faster using automated pricing and configuration.

P

  • Personalized Member Communication

    Personalized member communication is the structured practice of delivering information to individuals by adapting messages according to their specific characteristics, needs, or past interactions.

  • Pricing Software

    Pricing software is a tool or a platform to analyze, implement, and manage pricing strategies for different products and services. It is designed to help an enterprise calculate and determine pricing at the time of sale.

  • Product Configurator

    A product configurator lets users create accurate, customizable products quickly, reducing errors and speeding up sales and engineering processes.

  • Proposal Generator

    A proposal generator is a software tool that creates sales proposals quickly and accurately. It replaces manual writing and editing and copy-paste work in creating proposals and makes the entire process automated.

Q

  • Quote-to-Order

    Quote-to-Order (Q2O) is the end-to-end process of converting a customer's inquiry into a finalized order with accurate pricing and configuration. It ensures seamless alignment between sales, engineering, and production.

  • Quoting Software for Manufacturing

    Manufacturing quoting software automates configuration, pricing, and approvals, enabling fast, accurate quotes for complex, configurable products while reducing errors and sales cycle time.

R

  • Real-Time Pricing

    Real-time pricing is a strategy that enterprises use to ensure that the final price is accurate and automatically adjusted based on the final product or service configuration.

  • Regulatory Compliance

    Regulatory compliance is the act of following laws, rules, and standards set by governing authorities to ensure lawful, safe, and ethical operations within an industry.

  • Risk Management

    Risk management is the process of identifying, assessing, and controlling potential events or situations that could harm an organization.

S

  • Sales Process Automation

    Sales process automation is the process of using software and digital tools to automate manual steps and administrative tasks in the sales process.

T

V

  • Visual Configuration

    Visual configuration lets users configure products and see real-time visual updates as options change. It simplifies complex configurations and speeds up accurate quoting.

  • Visual CPQ

    Visual CPQ is a type of Configure, Price, Quote software that allows users to configure complex products using interactive visuals.

W

  • Web-Based Quoting

    Web-based quoting is a cloud-powered solution that enables sales teams to generate accurate, professional proposals instantly using centralized pricing and configuration rules.

Z

  • Zero-Error Configuration

    Zero-error configuration ensures products are configured correctly the first time, eliminating mistakes, reducing costs, and accelerating sales. It empowers teams to deliver accurate quotes faster.