CPQ & Billing

Health Check

Identify & solve your CPQ challenges fast

Schedule call

%

faster quote generation

Source: salesforce.com

%

reduces invoicing errors

%

increased customer satisfaction

Facing Any of these CPQ Challenges?

Quoting Woes:

Is it a cumbersome, multi-click odyssey to generate a simple quote?
Are there too many product bundles or customizations that make it hard to configure accurately?

Pricing Headaches:

Do you find yourself constantly battling with price adjustments and discounts?
Is your pricing data complex and difficult to manage?

Approval Process Abyss:

Are quotes stuck in a slow, molasses-like approval process?
Is the process unclear or inefficient?

Slow System, Slow Sales:

Does your CPQ system lag or take forever to respond?
Are slow quotes impacting your sales cycle times?

Integration Isolation:

Are there critical processes, like credit checks, that aren’t integrated with CPQ?
This can cause data silos and slow things down.

Product and Pricing Delays:

Is it a struggle to get new products and pricing updates rolled out quickly?
This can leave your sales team frustrated and out of sync.

Manual Mayhem:

Are you still relying on manual processes for subscription billing?
Automation can save you time and reduce errors.

3-Step Complimentary CPQ Health Check Process

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Step 1: Quick Check & Introductions

Identify high-level issues impacting quote turnaround time and accuracy.

What it covers:

Brief discussion of current CPQ usage and challenges.
Quick review of key configurations like product data and workflows.
High-level recommendations for improvement.

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Step 2: Deep Dive CPQ Health Check

Deeper dive into your CPQ setup, uncovering inefficiencies and optimization opportunities.

What it covers:

In-depth discussion of current CPQ processes and pain points.
Analysis of user adoption, data quality, and automation workflows.
Identification of specific bottlenecks and areas for optimization.
Recommendations for configuration adjustments and best practices.

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Step 3: Recommendations

Comprehensive review with a detailed roadmap for optimization.

What it covers:

Extensive discussion of current CPQ usage, goals, and challenges.
Full analysis of configurations, data management, integrations, user workflows.
Identification of all optimization opportunities and potential cost savings.
Prioritized recommendations with a detailed roadmap for improvement.
Follow-up consultation to discuss implementation strategies.

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Optimize CPQ & Billing

Are you tired of slow quotes, pricing headaches, and manual processes slowing down your sales cycle?

You’re not alone. Many businesses struggle with outdated CPQ and billing systems that create bottlenecks and frustration.

At Pink Samurais, we help companies like yours optimize their CPQ and billing for a smoother, faster quote-to-cash flow.

Here are a few customer stories that have taken their CPQ and Billing health seriously, and their success shows.

The path to CPQ and Billing wellness is a call away.

Why opt for CPQ Health Check?

Clean Up Your Data: We ensure accurate product configurations and pricing so you can generate error-free quotes with confidence.
Automate the Mundane: Free your sales team from manual tasks with automated workflows for quote generation, approvals, and invoicing.
Empower Your Team: Provide them with a user-friendly system for self-service quoting and real-time insights to close deals faster.
Boost Efficiency: Streamline your CPQ process, reduce errors, and improve win rates with a robust CPQ and billing solution.

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