To make sure your Configure-Price-Quote (or larger Sales) Transformation investment gets the desired results you should pay close attention to the following three Change Management tasks. This is critical because a CPQ process and tool is meant to be used by people! It may be people from your Sales Teams, people from your Channel Partners or your [...]
The short answer is “No”! While I recommend to everyone, who is interested to learn more about Configure/Price/Quote (CPQ) products, to go to Software Review Sites like G2Crowd.com, capterra.com and trustradisus.com . These sites have some interesting information but they do not replace engaging a trusted CPQ advisor when you investigate or select a CPQ tool! These sites are good [...]
We are excited to announce the CPQ Leadership Series. This set of documents features thoughts from executive leaders (CEO, Founder and other C-level executives) of successful Configure/Price/Quote (CPQ) Software Vendors. Every leader answers the same questions which come from three different areas Personal questions like favorite books, people they admire etc. Questions about their own [...]
by Guillermo Martinez Let me start today by saying that the intent of this document, is not to imply that the scrum framework is better than a traditional waterfall methodology or that scrum is only a suitable framework for CPQ kind-of projects. The intent of the following lines, is to reflect on how, in my [...]
OMG heresy from a Configure/Price/Quote (CPQ) advisor right? Or is it? Before we go ahead and clarify the headline above let’s look at this statement from a startup company point of view. Imagine that you just founded a new Software company and you (and maybe some partners) do all the necessary work yourself to build [...]
by Guillermo Martinez Project Sponsors and Steering Committees have similar roles in a CPQ project (or any project, as a matter of fact), both have an actual interest in the outcome of the project and are responsible for the project performance. The Project Sponsor or Steering Committee will approve the project charter, is responsible for communicating project [...]
Yes, you are correct I couldn't add any more acronyms in this headline. Anyway have you noticed that many businesses think of Configure-Price-Quote (CPQ) tools first as a Business to Business (B2B) tool? Meaning they see them first and foremost as tools for Sales and Channel Partner Teams. While this is certainly one use case [...]
by Guillermo Martinez A lot has been written on how Configure, Price & Quote (CPQ) software can make the selling more efficient for your company. When shaping one of the CPQ solutions in the market, your company needs to make the decision on how complex or how simple the products and services to be offered are [...]
As Configure/Price/Quote (CPQ) tools get more and more popular it becomes important to learn some lessons from companies who already implemented a CPQ solution. Check the points below BEFORE you start your CPQ Transformation and save some time and money! While the list below is not complete it is a good starting point 1.Data Integration [...]
by Guillermo Martinez A quote document can facilitate transactions between your company and your client however, the exact same quote document may also be the determining factor for the client to purchase from your competition and not from your company. It is suggested not to minimize the importance of a professional quote document and even more, [...]
