How to choose the best CPQ?

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27 May 2024

Générateur leads configurateur 3D

When your company is looking to optimize its quotation processes and develop sales, choosing the right CPQ (Configure, Price, Quote) software becomes essential.

With the multitude of software solutions available on the market, it can be difficult to determine which CPQ best meets your specific needs.

To help you in this process, here are a few key tips to keep in mind:

1. Assess your specific needs

Before starting your search, clearly identify your company’s configuration and pricing requirements, so that they match the features offered by the CPQ that’s right for you.

This includes the type of configurator you need:

  • a configurator of single products or services or packs/combinations/assemblies of different interlocking products/services?
  • a 3D configurator to view the product from every angle?
  • an omnichannel sales configurator, to address sales managed by your sales force as well as your distributors/dealers and even e-Commerce?
  • a commercial AND technical configurator, for costing and generating technical data (BOMs, CAD exports, etc.).
Configurateur Menuiserie

Think about integration into your IS

Make sure the CPQ you choose can easily integrate with your existing systems, such as your CRM (Salesforce, Hubspot, Dynamics, SugarCRM…) and ERP (Business Central, SAP, Infor, Sylob, Divalto…).

Seamless integration ensures data consistency and enhanced operational efficiency.

These days, API systems are a dime a dozen, but some solutions go a step further, offering native connectors to facilitate integration.

Don't neglect the user experience

The CPQ is designed to be used daily by your sales force.

So opt for sales configuration software that offers a user-friendly, intuitive interface for both your sales teams and your customers. A seamless user experience will increase system adoption and boost productivity.

Look for flexibility and customization

As your business evolves, so may your business configuration needs. Choose a CPQ that offers sufficient flexibility to adapt to your ever-changing business processes, and that can be customized to your specific requirements.

Vous accompagner dans le choix de la solution la plus adaptée
La meilleure solution, ça ne veut rien dire. C’est la solution la plus adaptée à vos besoins et vos contraintes qui sera la meilleure.

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