How to Integrate CPQ with CRM

Integrating Configure Price Quote (CPQ) software with a Customer Relationship Management (CRM) system is a powerful way to streamline the sales process and improve customer experience. This integration comes with its fair share of challenges organizations face when harmonizing their sales platforms and B2B pricing technology. But by successfully connecting these two systems, businesses can strive toward more accurate pricing, faster quote generation, and efficient data management across the entire sales cycle. Mitch Lee, Profit Evangelist at Vendavo, explores how to do this successfully.

What is Intelligent CPQ and Why Should You Care?

This is the first of a four-part series on Intelligent CPQ. See also 4 Steps to Price Optimization, How to Integrate CPQ with ERP and CRM and The Future of CPQ Pricing Capabilities.  Modern Configure-Price-Quote (CPQ) solutions must provide more capabilities beyond a strong Product Configurator. One of these advanced, intelligent capabilities is Price Optimization. […]