If you're in the business of selling products that can be customized or upgraded, you know that the more choices customers have, the more selling opportunities you have. This presents a greater challenge: you must present customers with an accurate price quote and revenue-driving product add ons.

Take advantage of automated sales technology such as CPQ (Configure Price Quote) software, which generates quotes based on your organization’s pricing structure and database. CPQ software helps businesses keep track of stock, automatically applies discounts and offers in quotes, and offers visibility into customer-tailored upsell and cross-sell opportunities.

Learn how CPQ will drive your business forward by automating the sales process, and check out AppExchange apps that help you along the way.

Streamline the flow from quote to revenue recognition

If your company is growing, chances are you're neck-deep in quotes, contracts and orders. CPQ apps such as SteelBrick, handle the flow from quote to order, with a product configurator feature that helps sales reps offer the best-suited products to every customer, and a quote generator that encompasses your business's discounting and pricing structure. You can create company-branded quotes and contracts to send with customizable email templates via desktop or the Salesforce1 mobile app. Sales reps can monitor quotes to increase close rates, and take advantage of upsell and cross-sell guidance to maximize deal sizes.

Save time on quoting so you can focus on scaling

Save time on pricing and quoting with apps like PROS Smart CPQ. These apps can handle complex product configurations and pricing structures, with analytics-driven algorithms to produce optimized quotes. With this technology at their fingertips, salespeople can sell faster because:

  • Product offers are created quickly and deployed across all channels

  • Data-driven pricing recommendations determine the best product combination and price for every customer

  • The apps are mobile, allowing direct and indirect sales teams to quote and sell from anywhere

  • Quotes are automatically updated in Salesforce

This results in a faster sales process with more effective follow up, so you can focus on growing your business.

Maximize every order size and drive revenue

Configure, price and quote products for prospects and customers in your Salesforce database with apps like Apttus CPQ. Get access to recent products, up-to-date pricing, and offers. Sales reps can monitor quotes to increase close rates while viewing upsell and cross-sell opportunities to maximize order sizes. Mobile sales teams on the go can accomplish all of this on the Salesforce1 mobile app.

As your business grows, automation will become crucial. Automate the process of configuring, pricing and quoting orders in a flexible platform accessible via your desktop or tablet. Whether you’re a sales manager adjusting pricing and the quoting process without coding, or an admin digging into the system to add and customize features, the opportunity to auto-update with real-time data is essential.