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Apr 28, 2024

This episode dives into the world of QuoteWerks CPQ software with Brian Laufer, a QuoteWerks VP with extensive business experience since 2000.

Here's what you'll learn:

  • Why Saving Time Matters: Brian explains how QuoteWerks helps businesses streamline processes and free up time.
  • Industry Agnostic Approach: Discover why QuoteWerks caters to an audience across various industries.
  • Introducing QuoteWerks v24: Brian unveils the newest software version, highlighting its three key focus areas, including proprietary tax features.
  • Focus on Small and Medium Businesses: While QuoteWerks caters to businesses with 5-50 sales reps (SMBs), they also serve larger clients.
  • Streamlined Integrations: Learn about QuoteWerks' impressive library of over 200 integrations for various systems.
  • Collaborative Quote Management: Brian explores the "Quote Valet" function, an online collaboration tool for quotes, and shares real-world use cases for this function
  • QuoteWerks Web vs. Desktop: Brian clarifies the differences between the new QuoteWerks web version and the traditional on-premise (desktop) version.
  • Affordable Entry Point: Discuss why QuoteWerks offers a low-cost entry point for businesses.
  • Concurrent vs. Named Licenses: Brian explains their use of concurrent licenses and the benefits it provides compared to named licenses.

This episode offers valuable insights for businesses seeking an affordable CPQ solution.