Checklist for selecting the right CPQ vendor

Checklist for selecting the right CPQ vendor

Selecting the right CPQ vendor has a major impact on the success of CPQ implementation. How do you end up with the right vendor? This checklist is a first step in selecting an appropriate partner.

☑ CPQ vendor references.

Relevant experience is an important criterion in selecting the right CPQ vendor. Customer references are a useful indicator: request and review them.

☑ Understanding functionalities

Make sure that the required functionalities are made clear at an early stage. This overview can be used as a guide when evaluating potential suppliers: which components can a party perform or not?

☑ The right DNA

A well-known company name is no guarantee of the quality of the work. What matters in the end are the people - the professionals - behind the work. Don't just focus on the name; instead, try to pierce through this.

☑ Information through industry peers

During the selection process, also try to inquire with industry peers. Form a good picture of a potential partner's working method and find out whether its DNA matches your own organization.

☑ Local presence

Check if the potential partner has local presence. Local presence has a major impact on the success of a CPQ implementation.

☑ Clear agreements with your CPQ vendor

Make clear agreements in advance about the expected results. Use measurable objectives as a basis for this. Always make room for interim evaluation of the results.

The depths

Want to learn more about the real-world benefits of a CPQ solution? Read more background information here.

Colin Hammer

Colin Hamer is a Software Engineer at CaseNine. He is responsible for various Salesforce projects at clients.