Failed configure, price, quote (CPQ) projects can leave your sales and revenue operations teams manually processing quotes between disconnected CRM and ERP systems. In this recorded webcast, we’ll explore the common pitfalls of CPQ implementations and how to integrate CPQ with Salesforce and NetSuite to optimize the quote-to-cash process.
Key highlights:
- Common pitfalls: Explore the top reasons CPQ projects fail, including a lack of executive buy-in, data quality issues and inadequate user adoption planning.
- Indicators for integration: Learn how to identify indicators for CRM-CPQ-ERP integration, such as inefficient "swivel chairing" between systems and a lack of sales visibility.
- Best practices: Acquire valuable insights into building a compelling business case, assembling the right implementation team and realistically assessing change management capacity.
- Phased integration approach: Discover a structured approach to integration that helps control scope and cost, ensuring a smooth transition.
- Tips for success: Gain practical tips for data preparation, user training and post-go-live support to make your integration journey a success.
After watching this recorded webcast, attendees will be able to:
- Identify CPQ project failure reasons: List three or four common reasons for CPQ project failure.
- Understand factors critical for success Explain critical success factors for integrated CRM-CPQ-ERP.
- Implement best practices: Apply phased implementation best practices for CRM-CPQ-ERP.
- Deploy tactics for success: Identify data integration and user adoption tactics for CPQ success.
Learn how to execute a successful CRM-CPQ-ERP integration that streamlines the quote-to-cash process, improves sales productivity and delivers rapid return on investment. Avoid common mistakes by taking the right approach to integrating CPQ with your Salesforce and NetSuite environments.
