A good CPQ Scope Checklist can help your sales teams be more productive by letting them convert more leads, close bigger deals, send more proposals, and shorten the sales cycle.
It’s essential to look into the specifics and fundamental features to help you reach your goals when picking a Configure, Price, Quote (CPQ) provider.
Ensure all of these are true about the CPQ provider you pick.
Setting CPQ’s Key Features – A Checklist
Being flexible
Being able to adapt to any pricing system the organization needs and being able to scale up or down very quickly.
How Effective
Automated cross-team routines cut down on the amount of work that teams have to do by hand, improve efficiency, and speed up processes while ensuring that everyone is working toward the same goal.
Speed and agility
It’s quick and easy to set up and handle so that you can keep up with the fast pace of business today. It also helps you make more money by keeping prices, products, and subscriptions up to date.
In charge
Visibility and control that ensure compliance and accurate forecasting; keeping data clean and linking to a single source of truth; and integrating with the company’s CRM and other solutions.
A customized CX
Digital DealRooms offers a safe and fully customizable customer experience, keeping all the necessary information and supporting documents and ensuring the brand stays consistent.
It’s essential to pick the right CPQ option because not all are the same.
It would be best if this choice were made by people from different departments, taking into account the needs of Sales, Sales Operations, Revenue Operations, Finance, Legal, and Customer Success.
It doesn’t have to be hard to choose the right CPQ, even though there are many things to think about.
