Facts and Figures – How CPQ Boosts Sales Performance
lower operating costs
Typically, automated processes and fewer manual tasks result in a clear cost reduction.
Benefits of CPQ Consulting with dotSource
In hands-on workshops, we develop actionable solutions that help you tackle your most pressing sales challenges.
Whether retail, agriculture, healthcare or construction: Benefit from best practices drawn from successful projects in your industry.
Whether SAP, Salesforce or custom software: Your IT landscape and strategy stay front and centre. Opt for solutions that are tailored to your needs.
We look at your business as a whole and deliver projects that are built to last. As a full-service agency, dotSource brings together expertise spanning customer relationship management (CRM), e-commerce and marketing automation.
Ongoing optimisation and assistance ensure that your CPQ solution grows with your business. Our team of experts is always there for you.
Your Journey Towards a Powerful CPQ Solution
1. Clarity and the Right Solution from Day One
We work with you to analyse your existing sales processes, define your goals and select the CPQ solution that best fits your strategy.
2. Seamless Integration
Time to work without system disruptions. Our experts integrate your CPQ solution with CRM and enterprise resource planning tools. Pricing strategies, product structures, discount rules and approval workflows are configured, allowing you to create consistent, error-free quotes.
3. Processes That Practically Run Themselves
The next step is to automate workflows, approvals and document creation. This significantly shortens your sales cycle, freeing up your sales team to focus on customers.
4. Quotes That Win Customers Over
Consistent, professional quotes increase your chances of closing deals. Easy-to-use interfaces and visually appealing quote documents form the foundation.
5. Teams That Grow with CPQ
Your employees are productive from day one. Hands-on workshops, training courses and guided change management help anchor CPQ expertise across your teams. Moreover, we provide support and drive ongoing optimisation so that your solution stays fit for the future.
Take the First Step Towards a Successful CPQ Strategy
You Will Hear from Us Soon
- Our experts will take your enquiry and get back to you within one working day.
Your Contact for Further Questions
CPQ – Powered by Strong Partners
Want to know how these two CPQ providers differ? Head to the FAQ section for more details.
These Companies Already Benefit from Our Services as a CRM Agency
What Is CPQ?
CPQ stands for »Configure, Price, Quote« and refers to solutions that help companies streamline sales processes. This type of software supports your sales team in quickly and reliably configuring products, calculating prices and creating quotes.
CPQ software opens up numerous ways to optimise your existing sales processes and align them with your customers' needs. Furthermore, it simplifies the sale of highly configurable, customer-specific products and services.
Integrate your product and pricing strategy into your CRM system and standardise your quoting process. A CPQ solution automatically factors in discounts and restrictions and suggests cross-selling and upselling opportunities.
CPQ software conserves valuable resources by automatically triggering approval workflows. Once quotes are created, the system automatically generates and sends contract renewals, linking them to the right opportunities.
Benefits of CPQ Configurators
Approvals and stakeholder coordination are handled automatically, reducing manual effort. This enables you to free up your sales team and accelerate your processes.
Perform complex calculations consistently and without errors. Your customers receive clear, reliable quotes faster.
Guided selling automatically recommends suitable add-on products to your sales team when creating quotes. This helps boost revenue and reduce customer churn.
Configure, Price, Quote – What It Is All About
Configure – Build Configurations
- Identify your customers' needs using guided selling.
- Configure products in a consistent and reliable way.
- Integrate cross-selling and upselling automatically.
Price – Calculate Prices
- Perform accurate calculations based on clearly defined rules.
- Automate discount rules and approval workflows.
- Ensure pricing transparency for all stakeholders.
Quote – Create Quotes
- Tailor, version and compare quotes with ease.
- Keep everything transparent – for both your sales team and your customers.
- Benefit from automated data reconciliation to accelerate your quoting process.
Publications to Boost Your Knowledge
Complementary Services Across CRM, Sales and Service
FAQ – Frequently Asked Questions About CPQ Software
When does it make sense to implement CPQ software?
CPQ software is particularly worthwhile when quotes are complex, products are highly configurable and approvals take too long. It reduces errors, speeds up processes and brings more consistency to quoting.
Who is CPQ software suitable for?
CPQ software can be highly beneficial for companies of all sizes and from all industries. Which solution is the best fit always depends on your specific requirements. A manufacturer, for example, has to focus on different criteria than a small to medium-sized enterprise in the e-health sector. In general, any company can benefit from CPQ software – especially when its portfolio includes complex, customer-specific products.
How does Salesforce CPQ differ from SAP CPQ?
Salesforce CPQ brings speed, flexibility and automation to sales processes. Quotes can be put together quickly, prices and discounts are calculated automatically and the solution is available as a cloud-based, mobile application.
SAP CPQ, by contrast, excels in precision, margin control and seamless integration into complex system landscapes. It automatically protects margins, ensures consistent quotes and is ideal for companies with highly configurable products and multi-layered processes.