AOTC EP 39 - CPQ: Streamline the Process of Configuring, Pricing and Quoting
Update: 2021-11-05
Description
Sales teams have been churning out customer quotes for as long as there have been salespeople in the field. Before the advent of quoting software, prices and quotes were generated manually on spreadsheets.
As virtually all companies across all industries have come to realize, spreadsheets are slow, cumbersome, and prone to human error. In fact, the more complex the quote, the more the odds rise of errors creeping in to disrupt the selling process.
And if a customer wants a quote immediately, well, forget it, it’ll take a few days.
In this episode of Ahead of the Curve, we’ll hear from Gerent solution architect Lisa French on why Salesforce CPQ has been an absolute game-changer for sales teams around the world, allowing instant, accurate, and even complex quotes in the field while the sales rep is across from the customer.
Guest Bio
Lisa French openly admits to being a geek. She “speaks” a number of different computer languages, programs with them fluently and is one of Gerent’s top solution architects. Lisa specializes in Pardot and CPQ and is Salesforce-certified on both. She has nearly 20 years’ experience with Salesforce technology and programming, all of which she brings to Gerent every day.
Key Ideas
01:57 – Why CPQ is a game changer for sales teams
04:08 – How CPQ allows sales teams to create complex quotes and pricing engines
06:28 – What happens when you can integrate CPQ with an ERP
10:43 – CPQ comes in two versions: Industries CPQ and Salesforce CPQ
13:11 – Is CPQ a user-friendly solution?
14:54 – Two case studies that prove CPQ’s worth
As virtually all companies across all industries have come to realize, spreadsheets are slow, cumbersome, and prone to human error. In fact, the more complex the quote, the more the odds rise of errors creeping in to disrupt the selling process.
And if a customer wants a quote immediately, well, forget it, it’ll take a few days.
In this episode of Ahead of the Curve, we’ll hear from Gerent solution architect Lisa French on why Salesforce CPQ has been an absolute game-changer for sales teams around the world, allowing instant, accurate, and even complex quotes in the field while the sales rep is across from the customer.
Guest Bio
Lisa French openly admits to being a geek. She “speaks” a number of different computer languages, programs with them fluently and is one of Gerent’s top solution architects. Lisa specializes in Pardot and CPQ and is Salesforce-certified on both. She has nearly 20 years’ experience with Salesforce technology and programming, all of which she brings to Gerent every day.
Key Ideas
01:57 – Why CPQ is a game changer for sales teams
04:08 – How CPQ allows sales teams to create complex quotes and pricing engines
06:28 – What happens when you can integrate CPQ with an ERP
10:43 – CPQ comes in two versions: Industries CPQ and Salesforce CPQ
13:11 – Is CPQ a user-friendly solution?
14:54 – Two case studies that prove CPQ’s worth
Comments
In Channel
Download from Google Play
Download from App Store
United States00:00
00:00
x
