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CPQ - Tools, Pricing & Automation

Configure/Price/Quote - which tool is right for you?

  • 1 hour
  • As per Proposal
  • Virtual

Service Description

Has your company outgrown using excel for generating price quotes for customers? Struggling with the right pricing methodology and discounts? Expanding into the channel partner sales and need to establish the right margin? Let us help you with a CPQ focused service that will be customized for your particular situation but can include: 1 - Tool review - find the right solution for your business now, and support the next stage of your growth. 2 - List price and pricing strategies. If you are moving into a new pricing model or product deliverable, we will work with your team to create the best strategy for your new line of business. 3 - Discount Matrix and Channel Partners - Establishing a set discount matrix and channel partner margin is crucial for stable revenue and automation. 4 - Automation - Business expansion means the bespoke quote for every customer is going to be a bottle neck. We will review all of the above items and set up a plan for you to automate the process as much as possible. All of these items listed are suggestions only, and your plan will be created to suit your company now and the business needs in the future.

Contact Details


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