CPQ - AI based Pricing & Quote Mgmt. Software

Enable businesses to accelerate sales with intelligent pricing and quoting. The software leverages AI to automate configurations, optimize pricing, and generate accurate quotes instantly from a single, streamlined dashboard.

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The origins of modern CPQ (Configure, Price, Quote) solutions trace back to a time before the CRM category even existed. Over the years, CPQ has evolved into a powerful tool for businesses looking to streamline their sales and revenue processes.

"The roots of modern CPQ predate the category we now call CRM. The story of CPQ is one of constant evolution and very practical business value," says Heather Hershey, Research Director, Worldwide Digital Commerce Strategy at IDC.

In the broader B2B digital commerce landscape, CPQ has become a vital orchestrator, enhancing the entire revenue lifecycle—including product configuration, pricing optimization, and deal management. As businesses continue to embrace digital transformation, CPQ is emerging as a key driver of automation, efficiency, and customer satisfaction.

With its ability to manage complex sales workflows and integrate seamlessly with ERP and CRM systems, CPQ empowers enterprises to accelerate their sales cycles while delivering personalized and accurate quotes to customers. As the category matures, its role in automating intricate business processes and enhancing B2B customer experiences will only continue to grow.

Features of SalesPerform CPQ

Product Configuration

Allows users to configure products or services by selecting from available options, components, and features. It ensures that the selected configurations are compatible and feasible.

Pricing Engine

Helps determine the appropriate pricing for the configured products or services. It can incorporate various pricing strategies, discounts, and promotions.

Quoting and Proposal Generation

Enables the creation of professional and customized quotes, proposals, and contracts. Users can include product details, pricing, terms, and conditions.

Pricing Optimization

Utilizes algorithms and data analysis to optimize pricing strategies for profitability and competitiveness.

Guided Selling

Offers guidance to sales representatives and customers during the configuration and quoting process, helping them choose the most suitable options based on customer needs.

Integration

Integration: Integrates with CRM, ERP, and other systems to access customer information, product data, and other relevant data to ensure accuracy.

Mobile Access

Offers mobile compatibility for sales teams in the field to configure products and generate quotes on the go.

Real-Time Collaboration

Facilitates collaboration between sales teams, customers, and other stakeholders during the configuration and quoting process.

Key Benefits of SalesPerform CPQ?

Security

Security plays a pivotal role in (CPQ) software, given its involvement with sensitive data. SalesPerform employs multiple methods, including role-based access control, multi-factor authentication (MFA), security integrations, keeping software updated with the latest security patches, adhering to regulatory compliance, and implementing data backup strategies.

Document Management

Our CPQ system offers a centralized document repository, allowing users to efficiently upload, manage, and arrange documents associated with the quotation process. Security is maintained through role-based access control, ensuring that sensitive documents are accessible only to authorized users. Additionally, it includes search and retrieval features for easy document access.

Reporting and Analytics

Our CPQ system incorporates analytical tools and functionalities designed to handle and analyze data gathered from diverse sources. This data encompasses information such as product configurations, pricing details, quotes, customer interactions, and user activities. Additionally, the system offers ready-made reports that provide valuable insights into frequently used metrics and key performance indicators (KPIs).

Integrated workflows

SalesPerform CPQ incorporates multiple workflows to streamline and automate the sales quotation process. It includes approval processes. If a quote or configuration requires manager approval, the workflow routes it to the appropriate individuals for review and authorization.

Cloud Hosting and Deployment

SalesPerform CPQ is hosted on multiple cloud platforms, including GCP, Azure, Oracle, and AWS. Our deployment process incorporates automated pipelines, with the goal of enhancing and expediting the deployment.

Automation

SalesPerform CPQ solution integrates capabilities such as automated approval workflows, pricing rules, and the automated creation of quotation documents.

Transparent Pricing

Scalable pricing designed for businesses of every size. Start free, upgrade as you grow.

No Plans Available

We don't have pricing plans available for CPQ at the moment. Please try selecting a different plan or contact our sales team.

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All plans include 99.9% uptime SLA and 24/7 customer support

FAQ

Frequently asked questions

01.

What is CPQ?

CPQ stands for Configure, Price, Quote. It is a software solution that helps businesses accurately configure products, price them according to various factors, and generate quotes efficiently.

02.

How can CPQ benefit my business?

CPQ software can streamline your sales process, reduce errors in quoting, improve quote accuracy, provide insights into customer preferences, and ultimately help increase sales and revenue.

03.

What industries can benefit from CPQ solutions?

CPQ solutions are beneficial for a wide range of industries, including manufacturing, technology, telecommunications, healthcare, automotive, and more. Any business that offers complex, configurable products or services can benefit from CPQ.