CPQ for Small Businesses: A Beginner's Guide

Jul 28, 2024

Are you a small or medium-sized business (SMB) looking to explore CPQ (Configure-Price-Quote) solutions? This episode is designed for you! We dive into the key considerations that SMBs should keep in mind when choosing a CPQ system.

In this short and informative episode, we'll cover:

• Understanding CPQ Vendor Pricing: Get the facts upfront! We'll discuss the importance of transparent pricing models and how to avoid hidden fees associated with implementation, training, and ongoing maintenance.
• Features & Functionality Basics: No need to be a tech expert. We'll guide you through understanding the core features of a CPQ system to ensure it aligns with your specific business needs.
• Customization for Your Business: Not all SMBs require extensive customization. We'll help you determine the level of customization offered by different CPQ solutions.
• Training and Support: A smooth implementation starts with proper training. We'll explore the training and support resources available from CPQ vendors to ensure your team is comfortable using the system.
• Data Security Matters: CPQ solutions handle sensitive customer and pricing information. We'll discuss the importance of data security and how to choose a vendor with robust security measures in place.
• Implementation and Future Growth: A CPQ solution should be a long-term investment. We'll explore the implementation process and ongoing maintenance requirements to ensure a smooth transition and future scalability as your business grows.

Taking the First Step:

This episode provides a foundational understanding of CPQ for SMBs. If you have further questions specific to your SMB needs, don't hesitate to reach out! Send an email to me at [e-mail].

Join us and empower SMB's with the right CPQ solution!