CPQ Use Cases
Manage Quoting More Effectively
When sales teams must create proposals for thousands of products with complex pricing, it can be time consuming and error-prone. Configure Price Quote (CPQ) software diminishes human error and uses automation to speed up the quoting process. This is what makes CPQ so desirable for both B2B and B2C businesses. Technology Advisors' skilled consultants can help your team manage quoting more effectively by adopting a CPQ solution that ties in with your existing software.
Tips for Evaluating CPQ Solutions
Visual Product Configurations
A quality CPQ solution should offer visual product configurations to make product customization easier for sales teams. Quotes and proposals can be delivered faster and with greater accuracy using this feature.
Advanced Rules Engine
An advanced rules engine ensures sales reps are configuring valid products. It requires their configured products to meet certain criteria to approve discounts or route the quote appropriately. Advanced rules prevent creating quotes with mutually exclusive products on the same proposal and ensures products that require inclusion of additional items are automatically included. CPQ works with inventory to recommend substitutions when primary products are unavailable. It also recommends upsell opportunities.
Back Office Integration
The ability to gather inventory or customer data in real-time is a major benefit of back office CPQ integration. Once a quote is created, it can be easily routed to the customer through integration with an ERP or CRM. Make sure your CPQ solution is compatible with your back office solution for easy integration.
Intelligent wizards within CPQ auto-populate key fields based on the customer’s history or projects that feature similar discounts or promotions. This speeds up and streamlines the quoting process.
Cloud & Mobile Accessibility
Sales reps on the go must be able to quote from wherever they are – especially in the age of remote work. Look for a CPQ with an easy-to-use mobile solution that can push order data right to the cloud.
Complex proposal generation is simplified by ensuring that legal terms and condition are always included. Proposal can be generated to include items like product photos, videos, or product specification sheets.
The ability to create and view reports on KPIs and other sales metrics is a major advantage of a quality CPQ. Your solution should offer reporting functions to help sales teams uncover efficiency gaps and make informed decisions.
What Customers Say About Us
You Know Your Business. We Know Your Software.
Purchasing software can be overwhelming. There are so many solutions on the market that it's hard to know which one will best serve your needs. Our job is to relieve you of the stress by recommending solutions based on your business goals, budget, and what will work with your existing applications. We've done the research so you don't have to. Check out some of our most recommended CPQ solutions below. Then, let our team help you qualify and select the right CPQ for your needs.
MobileForce SoftwareSeamlessly integrated into CRM User Interface with Enterprise-grade features, MobileForce CPQ automatically generates fast, accurate custom quotes and proposals. With comprehensive configuration options and real-time integration with ERP and back-office systems, MobileForce CPQ is a powerful solution, tailormade to your exact workflow and business process.
Get Started With CPQ
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