CPQ for retail sales
A better way to sell your products
Personalize both the product and the sales experience, and convert prospects into paying customers with Epicor CPQ
Make buying complex, customizable products simple
Provide a frictionless path to purchase, free from back-and-forth and time-consuming sales interactions
Simplify the sales process
Serve customers with convenience and flexibility. Display every available option in 2D or 3D. Add VR and AR to provide further clarity. Become easier to do business with than your competitors.
Streamline operations
Guided selling helps sales reps and end-customers put together perfect products and bundles every time. Handoffs are super-smooth – only viable products make their way downstream to engineering and the shop floor.
The solution for retail sales
Deliver the eCommerce experience your customers expect, regardless of product complexity
Customers are choosing omni-channel, and expectations are sky-high. Whenever and wherever your customers reach out – be there – with a consistent, integrated experience on any device.
Drive sales and transparency with a visual selling approach
Let your customers and sales reps configure complex products in 2D or 3D. Simply click, drag, and drop sections to add, remove, upgrade, or resize. Anything’s possible.



Show, don’t tell
Customers want more product information than ever before – they just don’t want to read it. Replace long, detailed product descriptions with interactive 3D visuals to boost your conversion rate by 40% and minimize returns.
Manufacture with certainty
Robust product and pricing rules ensure that every configuration is optimized for engineering and profitability. Rules are easy to set-up and maintain – even for non-technical users. No coding necessary.
“We are doing nothing less than revolutionizing the way our customers visualize, configure, and buy our customized products. We now have a next generation tool our B2B customers can easily use to generate stunning custom designs much faster than we could have built for them.”
New channels and customers for a new era in retail
Empower every channel. Provide sales reps, customers, and distributors with the tools they need to configure your products accurately.



Centralize knowledge
Give your sales reps, dealers, and end-customers access to a shared CPQ platform. Promote consistency and collaboration with product and pricing rules that apply company-wide.
Capitalize on new opportunities
Achieve economies of scale and maximize your margin by going direct to consumer. Pick up customers in bulk and accumulate data with B2B2C. Whatever your model, managing multiple audiences is easy with KBMax.
“We are making it easier for our customers to accurately configure several of our most customized products in a virtual and self-service way.”
Achieve operational excellence
Automate the most time-consuming sales and engineering processes to sell with speed and accuracy. Eliminate human error and slash your sales cycle.



Enable sales at scale
Sales reps configure perfect products and bundles every time with guided selling. Calculate prices and generate quotes in real-time. Liberate reps from Excel and set them free to create more revenue.
Clear bottlenecks
With product rules, only verified configurations make their way past sales to engineering. Generate CAD outputs, BOMs, CNC files, and parts lists automatically. Cut out the back and forth and ship products faster.
“The key parts that KBMax [Epicor CPQ] has helped us solve was taking what the customer configured in their shopping cart directly to the shop floor to be built. For us, that automation was key to improving the customer experience.”
Benefits of virtualizing complex retail sales
Why retailers of complex products use KBMax
Lower return rate
Convey product information clearly – no nasty surprises
Higher conversion rate
3D product configuration boosts conversion rates by 40%
Personalization
Provide bespoke products and experiences for each customer
Omnichannel
Delight customers in-person, on desktop, mobile, and more
Seamless integration
Integrate KBMax with your eCommerce, ERP, CRM, and other back-office systems
Faster sales
Automate sales and design to cut your sales cycle down to minutes
Featured Resource
Bridging the Gap between Sales and Manufacturing with CPQ
This buyer’s guide was put together to help manufacturers define the base set of requirements to succeed with their digital transformation project, and identify the ‘features to look for’ in best-in-class CPQ solutions.