Skip to main content

Scenario

 

InsightFlow, a SaaS company, provides a flexible analytics platform with modular features. Customers can choose from a list of add-ons such as:

  • Data Enrichment
  • Predictive Modeling
  • Custom Dashboards

Each module adds value, but InsightFlow wants to incentivize volume purchasing through tiered pricing:

  • The first module purchased is priced at a premium.
  • The second module is discounted.
  • Additional modules are priced even lower.

This approach increases deal sizes while maintaining perceived value for the primary feature.

Traditional CPQ systems price each product independently. However, InsightFlow wants pricing to depend on the order of selection, not the product itself. Regardless of which modules are chosen:

  • First = $50
  • Second = $30
  • Third = $15
    This dynamic pricing must work within the constraints of DealHub’s CPQ engine without requiring hardcoding for every combination.


 

Solution

 

 Playbook Configuration (Set up for a total of 3 products):

  1. Add a question to the playbook that is a Text List type answer
  2. Mark the “Enable multi-selection” button
  3. Add the products as options, click Done and Save.

AD_4nXfW8XQANWe8VUpjjig35ung0MxnL__qA-jyakdwJiuQmnASW-3V8Elpop5lu6LWvnTGCyZ8oQXOLKbgf9uQtd0QfipvSfNZ7pAkeE8XtgjoWr5eYjjdo4tUJIke_4QVlf1Js7UbT2hfZZDPhee9yeI?key=jDaV4jQcuY5qkW9gRTTZAQ

Product Assignment Configuration

  1. Use the IncludeANY function in the assignment rule of the products

AD_4nXeje_sGIkqPnQ4IKcGZolBS5lsmd_gzzV02SiQWnn2GOD5LRnOyANKvpBVYJVXsUWA-8ST89Zo5nsb0nHUpA_fuBPCIvkNblb1iM_tdkGktKroNctv-a_QPNV6FT4sp-PdgkUhn42K72LspV0YuI30?key=jDaV4jQcuY5qkW9gRTTZAQ

Pricing Rules Configuration

  1. License A gets a set basic price rule of the highest price (50$ per example above)

AD_4nXdsW3d5UwwwYB2d00ipBEY53NMISjnUtgfa1wERqRrABqU7Bxp3tD-SGq9IDlEVAiZNkwjb3YaMlkk8623uTtrzTG1MO1NvqiH8_rbTt3kzMBh6r6Biy4IwguQaIf_f91vi1aNdhp-cXj-Or4QIOMQ?key=jDaV4jQcuY5qkW9gRTTZAQ

  1. License B gets 2 advanced pricing rules:
    1. IncludesEXACT(uGeneral_Questions.Product_Selection],"License B","License C") OR IncludesEXACT(uGeneral_Questions.Product_Selection],"License B"), with a price of 50$ (highest price tier)

AD_4nXekuf-vcPh2A3b1vKsNkOTMameZ1RawMfQAzz1rMCD3f3V85FBJ6SpgzQzr2f3Rj5T3rhlmEX82FUdXELQy6uAfjrUJVu_D-n3k5dLTsxJ_9R5l2LBboITtyhbU2RW99trRwGirv60PSnqFnfdqBQ?key=jDaV4jQcuY5qkW9gRTTZAQ

  1. IncludesALL(cGeneral_Questions.Product_Selection],"License A","License B"), with a price of 30$ (second price tier)

AD_4nXfO9f-NArTXvusW_NpA2w-HTcz_GZr8NOqijPSra7e64m0V5s6yZ9x91TayZSE-iFZe2pkhj8ySS805iJyHxkZdfUN2fIfx_WcphR0BErEZf21DhLHUAd44Pyv8fiF_koxXRAAsJ8z_9pjujw2rx_4?key=jDaV4jQcuY5qkW9gRTTZAQ

 

  1. License C gets 3 advanced pricing rules:
    1. IncludesEXACT(lGeneral_Questions.Product_Selection],"License C"), with a price of 50$ (highest price tier)

AD_4nXcCaQogJmtEPpFmfwiSllpERTxnPnquMDaZyx4qvMhnBW5GiHJmiLcDEtZO1SBELMrtvU_8bbOyNTphPIFAxideMFZtRTHOYq-v4XE9_ynWD7gHeURoD2UDXwtw9UmzsX81MGwZOT2HpGtmHajZlDQ?key=jDaV4jQcuY5qkW9gRTTZAQ

  1. IncludesEXACT(lGeneral_Questions.Product_Selection],"License A","License C") OR IncludesEXACT(lGeneral_Questions.Product_Selection],"License B","License C"), with a price of 30$ (second price tier)

AD_4nXcd2jTGqjxXzZGJuPHyGGkv6OKj_W6kVAsDVEySrURao___rI0bSZOhMRa-oy3F2pBZc7iEUn6vDbO7tYC1YEIie4WiwQqtUghZwzHfWpBGl46J924j8JIkC4x1llTTbRtTJcTLapk66X7S7VcyadQ?key=jDaV4jQcuY5qkW9gRTTZAQ

  1. IncludesEXACT(lGeneral_Questions.Product_Selection],"License A","License B","License C"), with a price of 14$ (third price tier)

AD_4nXc1Lybr1mXcn-utCrYzxQ2Nzr76Q74M-DLaFK5PpyeIua6fMdF4x28cwI8Aec0BKv3X8_KuOzeTUEklp6lNardVWYPszLa6SvZuuSfxPMEQFUNoQYjfuvV_nV-dmNrLdpo8r7l1o5mhOMDhlaPi1Q?key=jDaV4jQcuY5qkW9gRTTZAQ

 

Be the first to reply!

Reply


Terms & ConditionsCookie settings