CPQ software (configure, price, quote) streamlines the quoting process for complex or configurable products. Choosing the right CPQ software can bring many benefits to your sales process including increased customer satisfaction and enhanced productivity. So, what should you look for to choose the right CPQ software?
6 Software Selection & Implementation Pain Points + Solutions
To steer you around trouble and help you drive success, Ultra’s experts compiled a list of pain points and solutions to be aware of as you embark on this journey.
Choosing the Right CPQ
When selecting a CPQ software tool for your business, there are several factors to consider. These include:
1. Ease of Use
CPQ solutions, such as Salesforce CPQ software, should have productivity features that enhance the ease of use for sales representatives. An intuitive user interface is essential, as it ensures that creating quotes is a quick and efficient process. Additionally, price rules integrated within the system can further standardize the quoting and order management process.
Additionally, the use of quote templates further streamlines the sales process, enabling quick and accurate generation of quotes for customers.
2. Integration with Other Systems
To achieve process automation and minimize errors, it is crucial for CPQ software to seamlessly integrate with other systems like CRM software and ERP software. This integration ensures a comprehensive view of the sales process, allowing for accurate tracking of product costs and generating quotes in an efficient and error-free manner.
CPQ software should be flexible enough to accommodate the specific needs of your business. This includes the ability to customize workflows, pricing and other settings as needed.
CPQ software should be scalable to accommodate the growth of your business. This includes the ability to handle large volumes of increasingly customized quotes and sales data as your business expands
5. Support and Training
To enable businesses to make the most of CPQ software, it should be equipped with comprehensive support and training. This will ensure that your sales team can effectively utilize the CPQ tool, gaining valuable insights and benefiting from a user-friendly interface.