CPQ Use Cases

Automated Quoting
Streamlined Product Configuration
Boosted Sales Team Performance
Reduced Quoting Errors
Upsell / Cross Sell
Improved Inventory Management
Automated Substitution
Sale Coaching
Shortened Sales Cycle
Uniform Quoting Documents

Manage Quoting More Effectively

When sales teams must create proposals when they have thousands of products with complex pricing or require assembling multiple products correctly into a single quote, 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. Teams are able to create and distribute consistent, accurate quotes that reflect each customer’s precise needs and pricing.

Automation through CPQ removes the learning curve for new reps, leads to higher conversion rates, and builds greater sales efficiency across the board. This is what makes CPQ so desirable for both B2B and B2C businesses.


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.

AI-Driven Quoting

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.

Proposal Assembly

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.

Smart Reporting

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

Technology Advisors has helped us to transform our data from one CRM to another without any interruption. They have helped us every step of the way to successfully integrate to fit our business needs.
Brianna Sibley, Burrus Seed
I have worked with TAI for over 15 yrs. with my past two organizations and look forward to continuing our relationship for many years to come. Working with TAI has proven to be a one stop shop for my organization from all phases of CRM support and technology review to quality and cost analysis and product review. This has ensured we have had the latest technology at a fair price for our organization with amazing support from TAI.
Linda Stanko, Recept Pharmacy
We have been working with Technology Advisors since 2013 and we will continue this great relationship. Their knowledge of SugarCRM is second to none and together we are able to tackle many difficult software integrations to shape Sugar to best fit our needs.
Jean-Paul Lupori, Captive Resources, LLC
One of the things that stood out from the start was the transparency and the helpfulness of being able to guide us along the paths that were the best for us. Technology Advisors always did their best to make sure that we are on the same page with all the new ideas and initiatives that we come up with.
Tim Ryan, Hershey's Ice Cream
Throughout the past 4 years, TAI has not only become an extension of our team, but a crucial asset. We truly appreciate their attention to detail & their ability to bring our out-of-the-box CRM needs to fruition.
Tara Cowling, AEM
We’ve been working with Technology Advisors for over 3 years. With their guidance, we’ve been able to innovate and create business processes that enable us to be more efficient with our time and money.
Dan Johnson, BASYS
We have partnered with Technology Advisors for the past six years and consider them an essential part of our team. From complicated migrations between CRMs to custom development to marketing automation support, they consistently deliver nothing short of the highest standard work product and remain caring and communicative throughout. We couldn't ask for more from TAI!
Tanja LeMotte, Corvus Holdings, LLC
Technology Advisors has been at the heart of our CRM program’s success. If you can articulate your vision for how to leverage CRM to support rapid sales growth, the Technology Advisors team will make it happen quickly and in a manner which your organization can easily embrace. Kudos!
Todd Olson, Amsted Rail
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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 the CPQ tools below. Then, let our team help you qualify and select the right one for your needs.

CPQ Tools

MobileForce Software

Seamlessly 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.

HubSpot Sales Hub

HubSpot's Sales Hub solution offers prime CPQ features for sales teams. Price adjustments and price rules can govern your quotes, while reporting, sharing and sending quotes, and easy CRM integration make the process seamless and intelligent.

Get Started With CPQ

Need help with CPQ selection? Reach out to schedule a FREE consultation.