Product Configuration
Easily configure complex products. Guide users through the configuration process, ensuring that all components are compatible and the final product meets the customer's requirements.
Technology
Configure Price Quote: Every second counts.
Configure
Price
Quote
Integrate
Automate
- Product Configuration →
- Pricing & Discounting →
- Quoting and Proposal Generation →
- Integration with CRM and ERP Systems →
- Workflow Automation →
Pricing & Discounting
Enlist flexible pricing and discounting capabilities. Utilize margin guard rails to protect profitability. Set up pricing rules based on volume, customer type, or product configuration to ensure accurate and consistent pricing.
Quoting and Proposal Generation
Quickly generate eye-catching quotes and proposals. Customize quotes to include product details, pricing information, and terms and conditions. This improves overall customer response and resulting revenue.
Integration with CRM and ERP Systems
Integrate with your CRM, ERP, and other third-party systems. This integration ensures that sales teams have access to products, pricing, and customer data. This streamlines the lead-to-cash process into a cohesive system.
Workflow Automation
Automate your sales process, including quote approvals, email notifications, document generation, and order processing. This accelerates the sales cycle by reducing delays and improving communication.
Discover
What are your current processes? Pain points? Goals? Through interviews, workshops, and documentation review, we assess your requirements to identify the key objectives of the CPQ implementation.
Align
You’ll work closely with the implementation team to align the CPQ solution with your business goals and processes. This may involve mapping out current workflows, defining new processes, and creating a roadmap for the implementation.
Implement
During implementation, we’ll configure the CPQ software to meet your specific requirements, integrate it with other systems (such as CRM and ERP), and test the solution.
Manage
Once the CPQ solution is implemented, the focus shifts to managing and maximizing its performance. We’ll train users, monitor system performance, and adjust as needed to optimize the solution.
Advocate
We’ll work with you to promote the benefits of the CPQ solution within your organization. This involves highlighting success stories, conducting training sessions, and providing ongoing support to ensure the project’s success.
Evolve
Your business needs will change. We’ll evaluate and evolve the CPQ solution by implementing new features when appropriate, exploring integrations, and optimizing processes to improve performance and ROI.
Accommodates flexible pricing and discounting strategies based on volume, customer type, or product configuration
Syncs up all relevant data and keeps it available to your team members and customers at all times, accelerating transactions
Automates the sales process, including approvals, document generation, and order processing
Improves data accuracy by removing manual errors from the sales process
Shortens employee training time and reduces costs by automating previously manual tasks new hires would otherwise have to learn
Integrates seamlessly with CRM and ERP systems, ensuring sales teams access up-to-date product and pricing information, streamlining the entire quoting process
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