Prioritize CPQ features based on product complexity, sales workflow, pricing rules, automation needs, and integration requirements. The right essentials guarantee streamlined processes, fewer errors, and flexibility as your business evolves.
Identifying the right CPQ features starts with mapping your product catalog and understanding your sales process. Essential functions often include guided selling, flexible product configuration, pricing/discount management, workflow automation, and CRM/ERP integration. Evaluate requirements for mobile access, analytics, localization, and multi-channel sales support.
Poorly chosen features lead to either excess complexity or critical process gaps. Focus on workflow support, process automation, and future flexibility to maximize long-term value.
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