Integrate CPQ into the sales playbook. It is an excellent resource for both new and experienced sellers. It gives sales teams an organized plan to follow during the sales process. It discusses the best ways to sell a product or service, such as finding new customers, qualifying leads, dealing with objections, and finishing deals. A sales playbook is a valuable tool that can help streamline the sales process, ensure consistency, and make the sales team more effective overall. It does this by providing a step-by-step guide and appropriate resources.

Leading sales operations teams say that 60% or more of their total pipeline in any quarter comes from actively designed and deployed sales plays, according to a study by Bain & Company. The playbook gives them a good idea of whether they are on the right track and, if they aren’t, suggests ways to use more focused, different plays.

The sales process is mostly guesswork without a plan. That plan is useless if you don’t give your sales team the tools they need to use it daily.

To strengthen your sales strategy, you can add a Configure Price Quote (CPQ) option. This will give you results you can count on and scale up or down as needed.

Integrate CPQ and Sales Plan to work together

A sales plan and CPQ software are two essential tools that every sales team should have. They can work together to help the company make more sales. A strategy guide called a sales playbook explains the whole sales process, best practices, and ways to get customers involved. CPQ software goes with it by giving you the tactical tools and resources you need to carry out your plans well.

When you combine these two things, they work together to make the sales process go more smoothly and give sales teams the tools they need to do their jobs well.

The strategy direction is set by the sales playbook, which includes the ideal customer profile, sales messages, and ways to make sales. It walks workers through every step of the sales cycle and helps them understand what the customer wants and what causes them pain. If you integrate CPQ software into this playbook, turn these strategic insights into steps that can be taken immediately.

Salespeople can use CPQ software to create custom solutions, make accurate quotes, and suggest goods or services that go well with others in real-time. This alignment ensures that sales teams have the tools they need to engage customers successfully, leading to faster and more personalized sales interactions.

Also, the information and ideas you get from CPQ software can be added to your sales playbook. This way, you can keep improving your company’s sales tactics and adapt to changes in the market. When you combine a sales playbook with CPQ software, you get a dynamic and growth-oriented sales environment that helps you win more deals, make more money, and make your customers happier.

Integrate CPQ options into the way you sell.

Using Configure Price Quote (CPQ) tools in your sales process can make it much more efficient and help you close more deals in the ways below:

1. Makes your sales mindset stronger

Your plan helps new employees get used to the company and how it works quickly. On the other hand, it strengthens your sales culture by making best practices normal and setting limits that guarantee big sales.

When your CPQ system is built into your sales process, new employees can immediately start. It is easier to qualify leads, which boosts productivity, and opportunities can be closed almost quickly.

2. Makes setting up products easier

With CPQ software, it’s easy for salespeople to set up complicated goods or services based on what the customer wants. You need to be able to do this to sell custom-made goods, subscription-based enterprise SaaS products, or bundled services. By adding this feature to the sales plan, you can be sure that sales teams can quickly make accurate, customized quotes. This will cut down on mistakes and speed up the sales cycle.

3. Make sure that prices and products are correct

Another problem new employees often have to deal with is learning the whole list of products the company sells. Product listings and price databases are linked to CPQ software. With this real-time data access built into the sales plan, your sales team can always be on top of new products, sales, and price changes. This lets them give customers the best and most relevant solutions.

CPQ tools also ensure that discounts and price calculations are consistent and follow business policy. Adding pricing rules and standards from the CPQ system to the sales playbook ensures that your salespeople always give customers accurate and competitive prices. This will build trust with customers and increase the number of sales. All material is also kept track of to cut down on order mistakes.

4. Helps people sell

One of the most essential features of CPQ software is guided selling. CPQ makes it easy for salespeople to tailor their conversations to each customer’s needs by prompting them to ask the right questions and suggest the best goods or configurations to meet those needs. You can ensure that your sales team always takes a customer-centered approach and makes the most of upsell and cross-sell possibilities by adding these sales guidance prompts and decision-making trees to the sales playbook through CPQ.

5. Makes it easy to get quotes

CPQ tools can automatically generate quotes that your target audience will like. By adding this automation to the playbook, sales teams can quickly and professionally make documents tailored to their needs. This cuts down on administrative work and maintains a uniform brand image.

6. Gives reports and data

Many CPQ tools have data and reporting features that help businesses learn more about their sales and what customers want. By adding these reporting tools to the sales plan, sales teams can make decisions based on data and improve their sales strategies.

Adding CPQ to your overall sales process also lets sales managers see what their teams are doing in real-time, ensuring that every day is productive and feedback is based on facts.

Getting more sales by making the sales process more strict

When you integrate CPQ software into a sales playbook, it improves the sales process by making setup easier, ensuring prices are correct, helping salespeople, automating proposal creation, and giving them access to real-time data and analytics. A more effective and efficient sales process ultimately means more closed deals and happier customers.

If you need to update your sales strategy, merging with a CPQ solution might be the way to go. This will ensure that your customers and your sales team have a smooth buying and selling experience.