Choosing a CPQ solution is hard due to complex integration needs, evolving business requirements, scalability concerns, and ensuring user adoption. Failing to evaluate features, future-proofing, and total costs can limit efficiency and ROI. Avoiding these pitfalls ensures a smoother quoting process and better sales outcomes.
Selecting a CPQ (Configure, Price, Quote) platform is complex. Teams must ensure the software fits unique processes, integrates with current CRM/ERP systems, and adapts as the business grows. Inadequate integration means data silos and manual effort. Hidden costs like customization, user training and support upgrades, can appear post-purchase.
User adoption remains a challenge. An unintuitive interface deters sales teams, reducing system value. Excessive customization can hinder maintenance and complicate future updates.
Stakeholder misalignment, poor requirements analysis, and skipping usability checks further increase project risk. Lack of clarity on goals or evolving market needs can lead to rework or constraints on future business strategies. Spending time on detailed vendor evaluation, workflow mapping, and clear ROI estimation is vital to avoid these issues.
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