Checklist for selecting the right CPQ vendor

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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.

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☑ 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.

Interested in what we can do for you?

Contact our experts directly. We'd love to hear from you!

Don't leave your choice of CPQ vendor to chance, download our CPQ vendor checklist today and find the right vendor for your business.

Colin Hammer

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

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