How do you improve a slow quoting process in B2B?

Are you sending hundreds of high-value proposals each week in B2B?
Is your 50+ people sales team struggling?

Is your status quo a slow and clunky quoting process within your Customer Relationship Management #CRM?

When your quoting process involves:

Complex dependency and bundling rules
Discount approval workflows
Volume-based pricing
Many products

…things can get messy, leading to delays and frustration for both your sales team and your customers.

Complexity slows down your sales team’s ability to deliver accurate, on-time proposals.

Slow proposals = missed sales.
Speed and precision are critical for closing deals.

Why stick with a system and process that costs you business?

There is a better way.

I was just discussing this in a CRM forum.

Have you considered a fully integrated Configure Price Quote (#CPQ) solution?

A CPQ can streamline your entire proposal process, especially when seamlessly integrated with your CRM.

Here is how it helps:

Question and Answer configuration (not just products and line items)
Support for complex business rules and pricing models
Secure sharing and collaboration with customers
Fast, seamless and precise proposal creation
Multi-level approval workflows
Digital deal signatures

A fully integrated CRM + CPQ can bring you one step closer to your ideal Quote-To-Cash process.

The benefits?

Save time on every proposal
Improve proposal quality by reducing errors
Ensure your team selects the right products, pricing, and adheres to business constraints
Get in front of prospects faster, increasing your chances of closing deals before competitors

Know someone struggling with their proposal process?

Mention them in this post to help improve their #B2B proposal creation!

HubSpot Salesforce SugarCRM DealHub.io

Eyal Orgil Eyal Elbahary Alon Lubin Chris Jankos

#QuoteToCash #DigitalTransformation #Business