Optimizing Configuration, Pricing and Quoting Strategy for Maximum Impact

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Let’s dive into the foundational aspects of CPQ (Configure, Price, Quote) implementation.

Emphasizing the 80/20 rule, we explore the crucial data, clientele, and use cases that demand attention, while also highlighting the importance of not getting bogged down in automating every aspect. By focusing on resource utilization and delineating between custom and standardized processes, attendees will learn how to optimize their sales automation and configuration strategies for improved ROI, increased quote generation, boosted sales margins, and significant savings in both hours and headcount.

We’ll also discuss key metrics for measuring the success of CPQ initiatives, including deal size, closure rates, quote volume, training time reduction, and error minimization.

Session Presenters

Austin Purvis

CPQ Solutions Engineer

Austin is a member of the Configure, Price, Quote (CPQ) sales and delivery team. He works to ensure that customers fully understand their Tacton CPQ implementation by optimizing their engineering processes, improving collaboration, and driving innovation in product development. Austin specializes in understanding customer needs and aligning solutions that reduce time-to-market, improve product quality, and enhance overall operational efficiency. With a background in mechanical design and process improvement, Austin is dedicated to ensuring that customers succeed with their engineering software investments.

  			  
  		

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