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adminhelp:quotesadministration:ai_product_and_pricing_recommendations [2018/03/30 02:33]
mnikolic
adminhelp:quotesadministration:ai_product_and_pricing_recommendations [2018/11/29 09:33] (current)
bdjordje
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 ====== AI Product and Pricing Recommendations ====== ====== AI Product and Pricing Recommendations ======
-CPQ can use artificial intelligence to display product and pricing recommendations on quotes. To enable recommendations, your CPQ tenant must be integrated with Thunderbridge AI for CPQ that pulls data from the application and third-party CRM systems, analyzes it and returns AI recommendations. The feature is not part of the standard CPQ package and can be activated with fees involved.\\+SAP CPQ can use artificial intelligence to display product and pricing recommendations on quotes. To enable recommendations, your SAP CPQ tenant must be integrated with Thunderbridge AI for SAP CPQ that pulls data from the application and third-party CRM systems, analyzes it and returns AI recommendations. The feature is not part of the standard SAP CPQ package and can be activated with fees involved.\\
  
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 == Example == == Example ==
  
-CPQ predicts the products customers might need based on their purchase history or the purchase history of similar customers. Also, if customers usually purchase a pair of products (e.g. a tablet and a pen), when adding one of them to the quote, the system will recommend the other product, its quantity and a discount. When CPQ is integrated with a CRM application, the system can also suggest the discount for the product item that is most likely to get the deal closed.\\+SAP CPQ predicts the products customers might need based on their purchase history or the purchase history of similar customers. Also, if customers usually purchase a pair of products (e.g. a tablet and a pen), when adding one of them to the quote, the system will recommend the other product, its quantity and a discount. When SAP CPQ is integrated with a CRM application, the system can also suggest the discount for the product item that is most likely to get the deal closed.\\
  
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 ===== Enable AI Recommendations ===== ===== Enable AI Recommendations =====
  
-To enable AI recommendations on quotes, the CPQ professional services team should set up the integration settings and column mappings for your tenant as follows:+To enable AI recommendations on quotes, the SAP CPQ professional services team should set up the integration settings and column mappings for your tenant as follows:
   - In **Setup**, access **Providers** > **Providers**. \\ A list of available integration providers displays.   - In **Setup**, access **Providers** > **Providers**. \\ A list of available integration providers displays.
   - Click the Thunderbridge card.   - Click the Thunderbridge card.
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     * **Thunderbridge Integration TenantName** - Thunderbridge AI tenant name.     * **Thunderbridge Integration TenantName** - Thunderbridge AI tenant name.
     * **Thunderbridge Integration ApiKey** - API key of Thunderbridge AI.     * **Thunderbridge Integration ApiKey** - API key of Thunderbridge AI.
-  - Map the fields in **Column Mappings** so that Thunderbridge AI can pull proper data from CPQ:+  - Map the fields in **Column Mappings** so that Thunderbridge AI can pull proper data from SAP CPQ:
     * **AccountName** - map it with the field displaying the account name (usually, it is the ship-to **Company** field). Use the formula builder to pull data from a custom field, if needed.      * **AccountName** - map it with the field displaying the account name (usually, it is the ship-to **Company** field). Use the formula builder to pull data from a custom field, if needed. 
-    * **AccountId** - map it with the field displaying the account id (usually, it is the ship-to **CRMAccountid** field). Leave the field empty when CPQ is not integrated with a CRM. Use the formula builder to pull data from a custom field, if needed.  +    * **AccountId** - map it with the field displaying the account id (usually, it is the ship-to **CRMAccountid** field). Leave the field empty when SAP CPQ is not integrated with a CRM. Use the formula builder to pull data from a custom field, if needed.  
-    * **Quantity** - select the field that shows product quantity in your CPQ. The system offers all numeric quote item custom fields for selection. The **Quantity** field is selected by default. +    * **Quantity** - select the field that shows product quantity in your SAP CPQ. The system offers all numeric quote item custom fields for selection. The **Quantity** field is selected by default. 
-    * **Discount Percent** - select the field that displays the NRC discount in your CPQ. All discount fields from the system are offered and **DiscountPercent** is preselected.+    * **Discount Percent** - select the field that displays the NRC discount in your SAP CPQ. All discount fields from the system are offered and **DiscountPercent** is preselected.
   - Click **Save**. \\ The integration with Thunderbridge AI is set up and recommendations are enabled.   - Click **Save**. \\ The integration with Thunderbridge AI is set up and recommendations are enabled.
 {{:adminhelp:quotesadministration:cpq_181_ai_setup.png?600}}\\ {{:adminhelp:quotesadministration:cpq_181_ai_setup.png?600}}\\
 ===== Recommendations on Quotes ===== ===== Recommendations on Quotes =====
-Product and pricing recommendations are based on customer's previous sales data stored in CPQ and on the data of CRM opportunities associated with CPQ quotes. The system recommends only products that are currently not included in the quote.\\ When recommendations are available for a quote, the **Recommendations** button is active and colored and shows the number of recommendations for the current quote. Clicking it opens a list of recommendations with these options:+Product and pricing recommendations are based on customer's previous sales data stored in SAP CPQ and on the data of CRM opportunities associated with SAP CPQ quotes. The system recommends only products that are currently not included in the quote.\\ When recommendations are available for a quote, the **Recommendations** button is active and colored and shows the number of recommendations for the current quote. Clicking it opens a list of recommendations with these options:
   * **Configure**- configure a product and add it to the quote. In addition, the system recommends a quantity and a discount for the product. If there is no integration with a CRM system, the discount and the quantity are not included.   * **Configure**- configure a product and add it to the quote. In addition, the system recommends a quantity and a discount for the product. If there is no integration with a CRM system, the discount and the quantity are not included.
   * **Add Product** - add a simple product with a recommended quantity and discount. If there is no CRM integration, the discount and the quantity are not included in the recommendation.   * **Add Product** - add a simple product with a recommended quantity and discount. If there is no CRM integration, the discount and the quantity are not included in the recommendation.
 <note>The quantity and the discount are tied to the recommended product and cannot be added selectively to the quote. When adding a product, the system automatically adds it in the recommended quantity and with the recommended discount.</note> <note>The quantity and the discount are tied to the recommended product and cannot be added selectively to the quote. When adding a product, the system automatically adds it in the recommended quantity and with the recommended discount.</note>
-  * **Change Discount** - apply a discount to a product that is already in the quote. The option shows only when CPQ is integrated with a CRM system.+  * **Change Discount** - apply a discount to a product that is already in the quote. The option shows only when SAP CPQ is integrated with a CRM system.
  
 <note>Thunderbridge provides recommendations only for the NRC discount.</note>\\ <note>Thunderbridge provides recommendations only for the NRC discount.</note>\\
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