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Ahead of the Curve

Episode 39: CPQ: Streamline the Process of Configuring, Pricing and Quoting

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Ahead of the Curve

Episode 39: CPQ: Streamline the Process of Configuring, Pricing and Quoting

person sitting at a desk wtih a laptop showing graphs on the screenTransformation at Work podcast background

Ahead of the Curve

Episode 39: CPQ: Streamline the Process of Configuring, Pricing and Quoting

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Sales teams have been churning out customer quotes for as long as there have been salespeople in the field. Before the advent of quoting software, prices and quotes were generated manually on spreadsheets.

As virtually all companies across all industries have come to realize, spreadsheets are slow, cumbersome, and prone to human error. In fact, the more complex the quote, the more the odds rise of errors creeping in to disrupt the selling process.

And if a customer wants a quote immediately, well, forget it, it’ll take a few days.

In this episode of Ahead of the Curve, we’ll hear from Gerent solution architect Lisa French on why Salesforce CPQ has been an absolute game-changer for sales teams around the world, allowing instant, accurate, and even complex quotes in the field while the sales rep is across from the customer.

Sales teams have been churning out customer quotes for as long as there have been salespeople in the field. Before the advent of quoting software, prices and quotes were generated manually on spreadsheets.

As virtually all companies across all industries have come to realize, spreadsheets are slow, cumbersome, and prone to human error. In fact, the more complex the quote, the more the odds rise of errors creeping in to disrupt the selling process.

And if a customer wants a quote immediately, well, forget it, it’ll take a few days.

In this episode of Ahead of the Curve, we’ll hear from Gerent solution architect Lisa French on why Salesforce CPQ has been an absolute game-changer for sales teams around the world, allowing instant, accurate, and even complex quotes in the field while the sales rep is across from the customer.

Episode Highlights:



01:57 – Why CPQ is a game changer for sales teams

04:08 – How CPQ allows sales teams to create complex quotes and pricing engines

06:28 – What happens when you can integrate CPQ with an ERP

10:43 – CPQ comes in two versions: Industries CPQ and Salesforce CPQ

13:11 – Is CPQ a user-friendly solution?

14:54 – Two case studies that prove CPQ’s worth


Episode Guest:

Lisa French
Solution Architect/Senior Business Analyst

Lisa openly admits to being a geek. She “speaks” a number of different computer languages, programs with them fluently and is one of Gerent’s top solution architects. Lisa specializes in Pardot and CPQ and is Salesforce-certified on both. She has nearly 20 years’ experience with Salesforce technology and programming, all of which she brings to Gerent every day.

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