Five Secret Skills for a Successful CPQ Process

Five Secret Skills for a Successful CPQ Process

In practice, there are several best practices that contribute significantly to a successful CPQ implementation. CaseNine has compiled a valuable collection based on customer experiences. You’ll find a selection here.

1. Clarity on application performance

Determine the desired response times of the application before selecting the supplier. This prevents disappointment and delays at a later stage. Bear in mind also that the performance of a demo doesn’t always match the performance of the final application. A good rule of thumb is: the application must ultimately be faster than the requirements that were drawn up in advance.

2. Support from the start

End-user acceptance is a requirement for a successful CPQ process. Ensure support by involving the end users at an early stage in the implementation process. For example, invite experienced and critical users to form part of the team. Also designate some users who are responsible for the demo process and who can provide feedback on each demo. Measuring whether you are on the right track? Install multiple POCs: this way, you can immediately see what works, but also: what areas could use improvement.

In depth

Make sure your preparation is thorough, with practical guidelines and best practices: download the CaseNine Expert Whitepaper ‘CPQ Software: Where to start?’ Download CPQ Whitepaper here

3. Simplify where possible

Let go of inefficient processes and prevent them from being included in the new, optimized process. Create a detailed sketch of the ideal situation and don’t allow yourself to be limited by the current working method. Based on scenarios, you consider how the ideal process is designed. Ask yourself relevant questions to arrive at the scenarios. For example: ‘To what extent can the work flow between customer, seller and other relevant departments be automated during contract negotiations?’

Image from iOS

4. Insight into all costs

The initial implementation of a CPQ solution involves costs, but so do maintenance and management. Insight into all costs, including post-implementation costs, ensures a smart approach when optimizing in that area. For example, you can have end users perform the software updates. The potential savings are also determined by the chosen CPQ solution.

5. The right partner

When selecting the right implementation partner, do your due diligence. If you notice that the necessary practical experience can help in the optimal preparation, don’t hesitate to ask the supplier you have in mind. Be clear about expectations and rate the supplier against a list of criteria. Remember: when opting for a CPQ implementation, you often enter into a long-term relationship. That deserves a well-considered choice, without concessions.

Do you want to know more about the benefits that a CPQ solution offers in practice? Download our Whitepaper today or contact us directly for a consultation. 

Download our free CPQ Whitepaper

Do you want to know more about the optimal preparation for a CPQ implementation? Download our free CPQ Whitepaper today!

Download here >

Latest blogs

  • Salesforce Industries CPQ vs Salesforce...
  • 30-06-2022
  • Read more
  • Salesforce Industries CPQ Opportunities...
  • 27-06-2022
  • Read more
  • Five Important Trends in Quotation...
  • 22-06-2022
  • Read more

Enjoying the blog?

Transform your Salesforce Application into a CPQ solution.

Receive the latest CPQ, Energy and Telecom blogs straight to your inbox. Disrupt competition with Salesforce industries and integrations.


Subscribe to our Blog today!