Manage Rebate Programs
Rebate Programs enables sales teams to create and manage rebate programs as post-sale incentives. Unlike upfront discounts applied during quoting, rebates are calculated after a deal is closed. These programs help drive specific customer behaviors, such as volume purchases or product bundling, while maintaining pricing flexibility and profitability.
Sales representatives can define rebate programs, associate them with quotes, and present estimated rebate values directly on the cart. This visibility supports negotiation, improves approval accuracy, and promotes data-driven deal decisions.
Rebates Program Benefits
Manual rebate tracking introduces risks such as calculation errors, inconsistent standards, and limited visibility. Conga Rebate Management addresses these challenges with:
- Automated calculation based on configurable business rules
- Real-time visibility into rebate impact on quote margins
- Approval workflows to validate rebate terms before customer commitment
- Integration across sales, finance, and inventory data
- Scalability to support complex criteria and large transactions
Supported Use Cases
CPQ supports various rebate structures to accommodate diverse sales strategies:
| Single-tier Rebate | Customer receives a 10% rebate after purchasing 500 units over 12 months |
| Tiered Rebate | Rebate percentage increases based on volume thresholds. For example:
|
2. Conditional Rebates
- Multi-condition Rebate: 5% rebate applies only if the customer purchases €100,000 worth of Stents and 500 Balloons.
3. Free-of-Charge (FOC) Rebates
- Recurring: Customer receives 1 free item for every 20 purchased.
- One-time: Customer receives 50 free Balloons after purchasing 500 items (one-time benefit only).
4. Cross-product Rebates
- Buy Product A and receive a rebate or free units on Product B, based on quantity or tiered rules.
Key Benefits
- Unified configuration model for rebates, promotions, and other incentive types
- Support for mapping customer-specific programs to standard rebate templates
- Ability to apply rebates to any business object (quote, order, agreement)
- Seamless user experience for sales reps and approvers