Catalog Manager

Getting Started with Opencell’s Catalog Manager

Why do you need the Catalog Manager?

If you are a B2B business that deals with complex and configurable products, the Catalog Manager is the right solution for you to provide tailored, accurate and professional quotes.

The Catalog Manager is a "Configure", "Price", "Quote" (CPQ) module that helps you answer the following questions:

• Which products/solutions does my customer want to buy (configure)?

• What are the costs of these products/solutions (price)?

• What level of details do you want to share to your customer (quote)?

With the Catalog Manager, you will shorten your sales cycle and improve your efficiency as well as your productivity.

Your sales team will stop wasting time assembling quotes by hand, hoping to have the right products, the right prices, the right discounts… And your customers will no longer have to wait for a quote that may not be accurate when it (finally) arrives! Sales operations will stop suffering from the lack of related systems update thanks to streamlined product configuration, automated quoting and easy ordering.

With Opencell’s Catalog Manager, configure your products with Attributes, multiple pricing types and bundle them into Offers using rules and parameters. You can even organize your products into Product Families, tag them or add media such as images or videos.

How to acces the Catalog Manager?

1. Log in to your Opencell’s portal

2. From the Module Launcher, select Catalog Manager

   

Learning Objectives

After completing this unit, you’ll be able to:

• Organize your products catalog using Product Families, Tags and Media

• Configure Products using Attributes so that you can have variants of the same product

• Price your Products using different pricing methods

• Bundle your Products into Offers

• Configure discounts that can be applied at multiple levels and used based on different criterias

Use Cases

To better understand how Catalog Manager works, in the next unit we will go through various use cases.

We will take the example of “My Demo Company” that uses Opencell for its CPQ and quote-to-cash capabilities. My Demo Company is a B2B company that targets two customer segments SMB & Key Accounts.

My Demo Company consulting services teams will implement the solution for a customer and integrate it with its existing systems. This is the project phase. By the end of the project phase, My Demo Company can offer training sessions to help its customer’s end users efficiently use their software.

My Demo Company provides its customer with licences to use its software, consulting & support services and training.

My Demo Company would like to organize its products into 3 product families:

• Training

• Support

• Licence

It would also like to define whether their offers/products are meant for SMB or Key Accounts or both segments.

To start, Ryan, the catalog administrator of My Demo Company would like to configure five of its existing products:

• End Users Training

• Licence for SMB

• Licence for Key Accounts

• Consulting Services

• Post-Project Support

My Demo Company’s Products

End Users Training

My Demo Company proposes to train its customers end-users to use its software after the project phase.

A minimum of 5 training days on-premises are required but it is recommanded to have a 10 days training sessions to master the software. My Demo Company charges 1050 EUR per training day.

This product is part of the “Training” product family and can be proposed for both SMB & Key Accounts.

Licence for SMB

Since My Demo Company is a SaaS company, it mainly sells licences for its software. For SMB, My Demo Company do not charge any licence during the project phase, only after delivery. Licence is charged 2000€ monthly in advance.

This product is part of the “Licence” product family and can be proposed only for SMB.

Licence for Key Accounts

This product is part of the Licence product family and can only be proposed to Key Accounts. This licence has 2 phases: Build and Run. During the software implementation project, customer pays the Build licence fee and after delivery, customer pays the Run licence fee. The build licence costs 5000 EUR, the run phase costs 12000.

Consulting Services

Consulting Services are mainly related to the project phase but can also be used later for specific change requests. Customer contractually commits to a number of consulting days that will be charge by the end of each month upon usage. Each day is charged 850 EUR

Since customer can request consulting services at any time, sometimes consultants might not be available. In order to have priority over the availability of the consulting team, customer can subscribe for a priority pass. Priority pass has a monthly subscription fee which is a function of the commited number of consulting days.

When the commited number is between 0 and 200, the priority pass monthly subscription fee is 5 000,00€

When the commited number is between 201 and 500, the priority pass monthly subscription fee is 7 000,00€

When the commited number is higher than 501, the priority pass monthly subscription fee is 10 000,00€

The priority pass subscription can be terminated at any time with no termination fees.

This product is part of the “Support” product family and can be proposed only for Key Accounts.

Post-delivery Support

After delivery, My Demo Company proposes an end-user and administration support service.

The support service can be customized according to 3 criteria:

• The number of dedicated support people that would work exclusively for the client which can be up to 3 people

• The communication channels through which the support team can be contacted by client’s end users. Client has the choice among: Jira ticketing, Hotline, Live chat, Live video assistance

• The type of the “Operation KPI Dashboard” that can be either Basic or Advanced

The post-delivery support service is charged with a monthly subscription fee that depends on the number of dedicated people and the chosen communication channels

-For 1 dedicated person client has the option of Jira ticketing or both Jira ticketing and hotline. Any other option should not be available

-For 2 dedicated people, there are 3 options with a specific price as defined in the table below and any other options are priced 8000 EUR

-For 3 dedicated people, any option is priced 10000 EUR

As for the Operation KPI Dashboard, it is configured and deliverd before the start of the support service. It is invoiced one shot but according to an invoicing plan.

Basic dashboard costs 5 000,00€

Advanced dashboard costs 10 000,00€

The invoicing plan is as follows:

When 30% of the dashboard configuration is completed, customer is invoiced 50% of the price.

When 50% of the dashboard configuration is completed, customer is invoiced the rest up to 75% of the price.

When 100% of the dashboard configuration is completed, customer is invoiced the rest up to 100% of the price.

This product is part of the “Support” product family and can be proposed for both SMB and Key Accounts.

Sandbox training

The purpose of this user guide is to learn how to use Opencell’s Catalog Manager. The best way to learn is training! That’s what the user guide is for! Try to follow the steps to configure the use cases in the Sandbox.

You will notice that all codes, labels and names end with a number which is a multiple of 10.

Increment the number in all codes, labels or names by 1 every time you want to train configuring the same object.

For example:

In the user guide and the Sandbox, you may find: Product Code: PRD0010 - Product Name: User Training 10

If you are willing to try configuring the product by yourself in the Sandbox, please use: Product Code: PRD0011 - Product Name: User Training 11