Configure, Price, Quote (CPQ)

Faster quotes. The right price - every time.

We help you automate configuration, pricing and quote creation directly within your CRM - so your sales team can focus on winning deals, not managing the process.

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  1. Introduction to CPQ

What is CPQ - and why is it crucial in a complex sales process?

CPQ stands for Configure, Price, Quote and is a tool for quickly and accurately creating quotes, even in complex deals with many options, add-ons, discounts and dependencies.

By integrating CPQ into CRM, you get a seamless process from need to deal - without the salesperson ever having to leave the system.

With CPQ you can:

  • Configure products and services based on customer needs

  • Ensure accurate and consistent pricing

  • Generate professional quotes in minutes

  • Minimize sources of error and manual work

  • Link quote data to business forecasting and follow-up

  • Reduce lead times and increase conversion rates

The right CPQ solution provides peace of mind for both the seller and the customer - and directly contributes to business growth.

How we help you succeed with CPQ

Needs Analysis

We analyze your products, services, options and business rules to create a foundational structure for the CPQ configuration.

1
Choice of CPQ

We'll help you choose the right CPQ tool for your CRM - for example Salesforce CPQ, Tacton, Vloxq, HubSpot Quotes or other systems.

2
Implementation & Configuration

We implement the CPQ solution in your CRM, building rules, pricing logic and templates for a fast and user-friendly process.

3
Quotation Templates & Automation

We create uniform and automated quote templates that are customized by business, segment and language.

4
Integration with CRM/ERP

We ensure that quote data flows to ERP, finance or order management - for a seamless process all the way to delivery.

5
Onboarding & Optimization

We train the team, manage the solution and optimize it continuously - so that CPQ supports the business even as the business grows.

6

CPQ + CRM = frictionless business process

When CPQ is a natural part of CRM, a synerdy is created that drives faster and more accurate business. Our customers have seen effects like:

  • Shorter sales cycles and increased win-rate

  • Fewer errors in configurations and prices

  • Reduced dependence on product or price experts

  • Clearer follow-up of pipeline and business value

  • More time for customer dialogue - less time on admin

 

 

People are important in the process
  1. System

Systems we often use in CPQ

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  1. Technologies

Learn more about our technologies

To our technologies
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Data Management

Gather customer data in one place for a consistent customer view and relevant communication across all channels.

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Marketing Automation

Automate and optimize communications to create personalized customer experiences and efficiency.

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CRM

Collect customer interactions and data for consistent communication and first-class customer experience.

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Web

Optimize your website for responsive design and enhanced user interaction.

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Document Management

Streamline document flows and signatures digitally to reduce manual effort and increase security.

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