CPQ Software

What Makes A Good CPQ?

Finding a quality CPQ (quote to purchase) software can be tricky business. To start, there are several vendors out there claiming to be the best at what they do. But, in reality, there is no one solution that fits every company’s needs.

Keyword research: Keywords are the foundation upon which any successful quote-to-purchase software depends. Without a good keyword list, your quotes won’t convert well into orders. In addition, your quotes will likely be buried in the sea of hundreds of thousands of competitors’ products.

Customer experience management: Customer experience management (CEM) is the ability to track customer interactions across channels to ensure a positive customer experience. CEM is especially helpful if you sell services because it gives you insight into how customers interact with your brand and product throughout the buying journey.

Supports mobile: As we move away from desktops and laptops towards mobile devices, having a CPQ software that works on smartphones and tablets is essential. It’s 2018; we live in a world where everyone owns a smartphone and uses it to shop online.

Integration with CRM: Integration with your customer relationship management system will give you an edge over your competition. Having the ability to sync quotes directly into Salesforce, Hubspot, Marketo, and Zendesk will allow you to automate processes and create more efficient workflows.

Advanced analytics: Advanced analytics lets you see what’s working and what’s not. With advanced analytics, you can identify opportunities for improvement and reduce overall costs.

What Is CPQ Software CPQ software helps companies plan, price, quote, and order products and services from suppliers. It automates some processes so salespeople don't have to manually enter information every time they need to do this.