#visual CPQ tool

[prototechsolutionsblog]

From Inquiry to Invoice: How CPQ Configurators Accelerate the Furniture Sales Funnel

In today’s fast-paced, customer-centric marketplace, furniture businesses are under increasing pressure to deliver personalized products, accurate quotes, and streamlined transactions — all without compromising speed or accuracy. With complex product catalogs, customizable options, and variable pricing, the traditional furniture sales funnel can be slow, error-prone, and frustrating for both buyers and sellers. Enter CPQ configurators, the digital accelerators that are transforming the furniture industry from the first inquiry to the final invoice.

What is a CPQ Configurator?

CPQ stands for Configure, Price, Quote, a category of software tools designed to streamline the sales process for complex and customizable products. A CPQ configurator allows sales teams, and in many cases, customers themselves, to configure a product, calculate an accurate price based on selected options, and generate a formal quote instantly.

In the furniture industry, where every detail matters, from fabric and finish to size and add-ons, CPQ tools eliminate guesswork, reduce back-and-forth, and enable a seamless sales experience.

How CPQ Configurators Streamline the Furniture Sales Funnel

Let’s look at how a CPQ configurator streamlines and accelerates each phase of the sales funnel:

1. Inquiry & Product Discovery

Modern CPQ tools often come integrated with 3D visual configurators that allow buyers to explore products interactively. Instead of flipping through physical catalogs or static PDFs, customers can visualize a chair in walnut finish with a leather seat or a modular sofa in various layouts — all in real time.

This interactive experience increases engagement, shortens the discovery phase, and gives customers confidence in their choices.

2. Product Configuration with Accuracy

Furniture CPQs are built with business logic and product rules that ensure every configuration is manufacturable. If a particular leg design isn’t compatible with a certain tabletop or material, the system prevents the user from selecting it.

This rule-based intelligence reduces costly errors, speeds up approvals, and ensures consistency across the sales team. It also frees up sales reps to focus on closing rather than correcting.

3. Real-Time Pricing

Pricing in the furniture industry can be highly variable, influenced by raw material costs, regional taxes, volume discounts, and more. A CPQ system can automatically calculate the correct price based on the customer’s selections in real time.

Dynamic pricing not only ensures quote accuracy but also helps sales reps respond to pricing inquiries faster and more confidently.

4. Instant Quoting

With CPQ software, quotes are generated instantly, often complete with product visuals, specifications, and terms. This drastically reduces turnaround time from days to minutes.

A faster quote means a faster decision, especially important in B2B scenarios where budget approval windows are narrow and time-to-purchase is short.

5. Order Processing and Invoicing

Once a quote is accepted, CPQ tools can integrate directly with ERP and CRM systems to automatically generate orders and invoices. No need to re-enter data, no risk of clerical errors, and no delay in kicking off production or delivery schedules.

End-to-end integration ensures that from the moment a customer makes a selection to the final payment, every step is tracked, documented, and executed efficiently.

CPQ in Action: Real-World Example

Consider a commercial furniture manufacturer that deals with hundreds of SKUs and highly customized products for office and hospitality spaces. Before CPQ, their sales reps spent hours on manual configuration, pricing approvals, and quote documentation.

After implementing a CPQ solution with 3D configuration and ERP integration, they reduced their quote-to-order time by over 70%, increased average order value by 18%, and saw a 50% drop in errors related to product configuration. Most importantly, their customers reported a more streamlined and enjoyable buying experience.

From inquiry to invoice, CPQ configurators empower furniture companies to meet modern expectations and stay ahead in a digital-first marketplace.

If you’re looking to optimize your furniture sales funnel with a CPQ solution, now’s the time. Streamline your quoting process, reduce costly mistakes, and close deals faster than ever.

Ready to explore what a CPQ configurator could do for your business? 

Let’s talk - https://prototechsolutions.com/3d-services/3d-product-configurator/

[pepminn]

Why Do Businesses Need CRM Software Today?

Customer Relationship Management software is now the most important resource for companies to streamline processes, enhance the experience of customers, and generate top-line growth in revenues in the fast-paced, competitive corporate world of the present era.

Customer Relationship Management CRM Software has emerged as a vital utility for enterprises to automate processes, improve customer interactions, and push growth.

What is CRM & Sales?

Customer Relationship Management CRM Software is an omnipresent element of the contemporary sales landscape, offering organizations a structured way of doing business and optimizing contact with customers and prospects. 

Essentially, CRM selling software is employed to collect customer data from various points of contact between business and customer, from firm website and telephone to live chat, direct mail, marketing communications, and social networking sites. By aggregating information, sales organizations can track customer interaction, process optimization, and improve customer relationships.

Efficient CRM Software Trusted by Experts Around the World

Zilliant

Zilliant provides AI-powered price optimization and revenue intelligence software, allowing businesses to achieve maximum profitability. It uses predictive analytics to offer real-time prices and sales suggestions. Ideal for B2B companies, it allows for improved decision-making with insight-based information.

Cacheflow

Cacheflow streamlines the sales cycle through quote automation, contracts, and payment processing for SaaS businesses. It streamlines the closure of deals with embedded approvals, payment records, and renewal. It can scale up to accommodate businesses as they grow while reducing friction closing.

Epicor CPQ

Epicor CPQ supports product configuration and quoting with 3D visualization and workflow automation. It offers the ability for the manufacturers to deliver custom solutions at a quicker pace. The software comes with several ERP and CRM systems to function effectively.

Experlogix

Experlogix streamlines difficult product configurations through guided selling and automated quoting. It aids manufacturing, sales, and e-commerce organizations with accuracy and efficiency. The software is compatible with the leading CRM and ERP products to be used for streamlined workflows.

How to Select the Perfect CRM Software?

While choosing a CRM, take into consideration:

Ease of Use – The user interface is easy to use to enable rapid adoption and minimal training duration.

Customization Options – It is necessary to make the software adaptable according to your business requirements.

Integration Capabilities – Make sure that the CRM integrates with existing tools like email, social media, and accounting software.

Scalability – Choose a CRM that grows with your business and accommodates evolving needs.

Security and Compliance – Data security aspects and industry compliance are the most critical ways to protect customer data.

Final Thoughts

CRM software is now a necessity and no longer an expense for businesses willing to thrive in this age of competition. CRM solutions enhance customer interactions, make processes simple, and produce wise information that help businesses thrive successfully and forge lasting relationships.

With Zoftware, discovering the ideal CRM Software for your business has never been easier. Compare market leaders, learn about features, and find the ideal solution to optimize your customer management plan. Visit Zoftware today and drive your business forward!

[techyuki]

Salesforce CPQ Pricing Strategies for Smarter Sales

As organizations across industries seek tools that allow them to extract meaningful insights from vast amounts of information, Salesforce CPQ (Configure, Price, Quote) has emerged as one of the go-to tools. Offering powerful analytics and reporting features that empower businesses with data-driven decisions making capabilities, Salesforce CPQ will soon become an essential skill set in order to remain competitive and relevant within their fields in 2025.

Let's investigate why Salesforce CPQ will remain an indispensable asset in 2025, its distinction from traditional business intelligence tools, and why its significance extends across professionals, students, and decision-makers alike.

The Complexity of Pricing in Today’s Sales Environment

Imagine trying to navigate an uncharted sea without any means of navigation; data in today's modern world is like that: unstructured and overwhelming. By 2025, organizations are expected to produce more data than ever before--IDC estimates global data creation will reach 163 Zettabytes by that year alone! Extracting meaningful insights from such vast amounts of information is no longer a luxury; rather it has become essential.

Salesforce CPQ is designed to offer businesses a structured solution for navigating this sea of data. By acting as a guide through the maze of data complexity and turning raw numbers into actionable insights, businesses can track key performance indicators, identify hidden trends, and make informed decisions that contribute to growth.

Empowering Decision-Makers

Decision makers in any organization face the challenging task of navigating through complex challenges and seizing opportunities, yet without access to relevant tools they may find their best decisions clouded by incomplete or inaccessible data - which is where Salesforce CPQ comes into its own.

Salesforce CPQ empowers decision-makers with intuitive dashboards and reports for data visualization. It transforms raw information into understandable insights that provide a clear view of business performance, from customer trends identification, sales performance analysis and forecasting future growth forecasting - giving decision-makers all of the tools needed for effective leadership.

Consider Salesforce CPQ the control tower of an organization, providing leaders with real-time access to critical data just like airline pilots use a control tower for safe flight navigation. In 2025's increasingly competitive and rapidly shifting business landscape, leaders will require fast and accurate interpretation of data in order to be competitive and stay relevant.

Bridge the Gap between Data and Action

Professionals often face difficulty translating data into actionable insights. Salesforce CPQ addresses this challenge by breaking complex information down into digestible chunks for ease of use - even those without technical backgrounds can utilize data effectively with this solution.

Salesforce CPQ's intuitive user-interface ensures seamless data interaction. Professionals can effortlessly build interactive reports, create custom dashboards, and perform advanced analytics - without needing extensive coding skills - making Salesforce CPQ an indispensable tool for marketing analysts, financial planners, operations managers, and those seeking online training with Salesforce CPQ. CPQ Training Online makes its accessibility a key advantage; users can learn and implement its capabilities easily to enhance decision making processes.

Imagine trying to bake a cake without instructions! Salesforce CPQ serves as the recipe book of data analysis--providing step-by-step guidance so users can generate accurate yet actionable insights. By 2025, businesses that aim to remain competitive must be able to turn data into clear strategies in order to stay ahead.

The Rise of Self-Service Analytics

Salesforce CPQ's signature feature is its emphasis on self-service analytics. In 2025, data democratization will continue its upward trajectory as more professionals, regardless of technical knowledge, seek ways to access, analyze and visualize data.

Salesforce CPQ empowers users to explore data independently, cultivating a culture of data-driven decision making. Its intuitive drag-and-drop interface, integration with other Salesforce tools like CRM and Analytics Cloud, as well as its extensive library of pre-built connectors makes this tool accessible for users of all skill levels.

Consider Salesforce CPQ like a self-service gas station: users don't require specialists or external resources to fuel up their vehicles. In 2025, professionals won't need IT teams to access and analyze data - instead they will have the tools at their fingertips that enable them to explore insights on their own.

Salesforce CPQ for Professionals and Students

Acquiring Salesforce CPQ skills can open up new career prospects for professionals already employed, especially as demand for data analysts, business intelligence specialists, and data-driven decision makers continues to rise. According to LinkedIn's list of sought-after skills by employers for roles requiring data analysis or business intelligence - Salesforce CPQ being one of them!

Students entering the workforce in 2025 will find Salesforce CPQ an indispensable skill, especially given today's data-driven world. Learning to interpret and visualize information is not simply advantageous but essential; therefore Salesforce CPQ gives students an edge that makes them highly marketable across fields such as finance, marketing, healthcare and technology.

Conclusion

Looking ahead to 2025, Salesforce CPQ promises to remain not just an invaluable tool but an indispensable skill set for professionals across industries. With data growing exponentially and demand increasing for actionable insights and self-service analytics gaining ground as work changes over time, Salesforce CPQ will play a central role in shaping the future of work.

[kbmax-cpqsoftware]

KBMax: CPQ Tool

Are you seeking a top-notch CPQ tool? A visual CPQ solution called KBMax sales configuration allows collaborative selling, links engineering, and sales, and optimizes the manufacturing sales process. A systematic, engineer-to-order-driven sales process is offered by our top cpq software. This makes it possible for quick configuration, precise pricing, and persuasive presentations. Visit KBMax.com to learn more.

[cpqsoftware]

Product Visualization Software For Better eCommerce Websites

We all know the effect a 3D visual product configuration has on eCommerce buyers than a plain image. Product visualization software has made interacting with products on an eCommerce website easier. Let's understand how this visual tool can improve sales and offer your online customers more than they could ever think of.

[epicorcpq]

Visual Product Configuration Revamping Manufacturing

Ordering becomes complicated and tedious for customers and sales representatives when it includes customized products, room layout designs, or specialized equipment.

What can considerably lower such complications is- visual product configuration. Many companies discover that their CPQ tools lack ease of use and functionality.

Several times, CPQ unnecessarily complicates the ordering process with extra input fields, questions, and quotes. But the same can not be said for visual product configurators.

Whether it is a 2D or 3D product configurator or a Virtual Reality configurator, there is a guarantee that customers will be satisfied by the end of the day. Besides, the precision of order handling, sales performance, and the clarity of understanding a product after visualizing it gives an incomparable experience.

If you're looking for a CPQ configurator, we would recommend you to select one with powerful visualization by its side. Let's learn how the visual CPQ software is turning around the manufacturing domain on its heels.

How is a Visual Product Configurator revamping the manufacturing industry?

Improved customer experience

The interaction of end-users and customers to any online store is slowly dominating the digital shopping industry and, therefore, becomes crucial to your sales reps' marketing strategy.

With time, customer experience became a defining factor in the success of manufacturing businesses. Texts and product descriptions can go so long in conveying the look and features of a product in an e-commerce store. Powerful customization and real-time pricing win the game in engaging customers during the buying process supported by the visual CPQ tool.

Seeing is better than imagination

Humans process images better than texts; therefore, visual product configuration leads the sales to the end of the funnel using more than imagination. More than buying, learning about what the customers are buying sets the final purchase decision in motion.

Real-time product customization can help them decide on the relevant features and observe the price changes with each customization added to the basic product.

The customers are less likely to return the products and feel more confident as they browse several features and read about them themselves. The precision and accuracy of orders also save more work on the production department's hands since the customized product can't be returned to inventory without bearing hefty costs.

Unique differentiator

Imagine showcasing your products in real-time with visual CPQ software integration using well-planned details and customizations. It is not difficult to imagine the difference in your sales figures compared to your competitors with traditional catalogs all over the internet.

The edge from innovation and creativity granted to the customer buying journey acts as a significant differentiator and gives you a heads up even without saying.

Leave behind the world of texts

Customized products have a huge market and require consistent guidance throughout the buying journey. What might seem easy to you can not be as easily understood by your customers. Here's where a visual CPQ configurator comes into action.

The guided selling approach works well with rules restricting customization per the manufacturer's capabilities. With the manual for customization up to the visual CPQ tool, your sales team is free to build better customer relationships in other forms.

Closing Words-

Epicor offers state-of-art and innovative solutions for your manufacturing business using the support of visual CPQ software. It helps your customers flow through the buying decision with better information and comprehension of your offerings.

You can place, arrange and rearrange your orders, mimicking how they will look in reality. Saving your overhead costs, shelf space, and inventory costs to store products beforehand, Epicor can be your visual CPQ partner, building key relationships with present and prospective customers.

Make the suitable investment and experience the whooping sales figure with our avant-garde sales stimulation. Lead generation was never this easy.

With Epicor, help your customers create and customize what they want on your terms. Reach us to know more about our visual product configuration.

[productvisualizationsoftware]

Product Visualization To Scale Up Your eCommerce Business

Product visualization tools can be powerful tools for e-commerce businesses. These tools allow customers to customize products in real-time, giving them more control over the look and feel of their purchase. This can result in a more engaging and personalized shopping experience, increasing customer satisfaction and higher conversion rates.

One use case for product visualization tools in e-commerce is in customizing products such as clothing or furniture. Using a visual configuration tool, customers can see how different colors, patterns, and styles look on a particular item before purchasing. This can help them make a more informed decision and feel more confident about their purchase.

Using product visualization tools in e-commerce can help businesses differentiate themselves from competitors, enhance the customer experience, and ultimately increase sales and revenue. Another use case for product visualization tools is in the design of products such as jewelry or electronics. These tools can allow customers to choose from various options and create a unique, personalized product that meets their specific needs and preferences.

In the e-commerce landscape, having high-quality product visualization tools can make all the difference in attracting and retaining customers. One way to achieve this is through 3D product visualization. This blog will explore what 3D product visualization is, its benefits, and how it can help scale up your e-commerce business.

What is 3D Product Visualization?

3D product visualization involves creating a three-dimensional digital representation of a product. This can be done using specialized software to create a virtual product that can be viewed from any angle, in any lighting condition and environment. The resulting 3D models can be used for various purposes, from product design and prototyping to marketing and sales.

Benefits of 3D Product Visualization

There are several benefits of using 3D product visualization for e-commerce businesses. Here we have mentioned a few of them; let's see! 

Enhanced Product Visualization: 3D product visualization allows customers to see the product from every angle, which makes it easier to visualize how it will look in real life. This enhances the customer's overall shopping experience and increases sales.

Time and Cost Savings: Creating physical product prototypes can be costly and time-consuming. 3D product visualization eliminates the need for physical prototypes, saving businesses time and money.

Customization and Personalization: 3D product visualization allows for product customization and personalization. Customers can interact with the product and customize it to their liking, creating a personalized experience.

Marketing and Branding: 3D product visualization can be used to create compelling product images and videos that can be used for marketing and branding purposes. This can help businesses to become fortune businesses by increasing brand recognition.

 How Does Product Visualization Software Scale Up Your E-Commerce Business?

Product visualization software uses all the latest technologies to help you design complex products effectively. It helps you offer better customer engagement by allowing customers to interact with the product before purchasing. This can lead to increased customer satisfaction, loyalty, and sales. The visual configuration tool can be used to test product designs and prototypes before production. This can help businesses identify and address design flaws, leading to higher-quality products and increased customer satisfaction.

Implementing KBMax Visual CPQ increases conversion rates by giving customers a better understanding of the product. This can lead to fewer returns and increased sales.

KBMax product visualization software experts make it easy for you to give your clients personalized shopping experiences, which will help your business stand out in the competitive market. With product visualization software, customers can see your products in 3D or augmented reality, allowing them to interact with your products and view them from different angles. 

Conclusion

Product visualization software can indeed help scale up your e-commerce business by providing a more immersive and interactive shopping experience for your customers. A visual configuration tool can help e-commerce businesses scale up by improving customer engagement, enhancing product design, increasing conversion rates, and providing a competitive advantage. As technology advances, a visual configuration tool will become an increasingly important tool for e-commerce businesses looking to stay ahead of the competition.

Product visualization software can help you provide a more engaging and interactive shopping experience for your customers, ultimately leading to increased sales and growth for your e-commerce business.

To integrate KBMax Visual CPQ in your product development department, contact us now! 

[cpqsolution]

Using A Visual Configuration Tool To Design Complex Products

Designing complex products can benefit greatly from visual configuration, which enhances adaptability, flexibility, and design efficiency. Designers and engineers can provide a graphical interface for customers to customize a product by choosing different choices and features using visual configuration. 

Designers can design highly complex products suited to specific consumer demands and preferences using CPQ software for product configuration. Users will be able to develop a product that satisfies their particular needs, which can assist in boosting customer satisfaction.

What Is Visual Configuration

Using a graphical user interface to build a product or service, a process known as "visual configuration" allows users to choose and arrange product features, choices, and components graphically. Customers can design a unique product by choosing different options or characteristics from a preset list of possibilities, including colors, materials, sizes, forms, and functionality.

Visual CPQ tools are frequently used in manufacturing to create complicated goods with several variations or alternatives. Customers can now customize the product to meet their unique demands without advanced technical knowledge or design experience.

Visual CPQ tool is frequently employed in industries where clients desire individualized and customizable items, such as automobiles, furniture, home appliances, and electronics. It can also be used in software programs like website builders, which let users visually design and manage their websites by selecting various page layouts, fonts, graphics, and colors.

Benefits Of Visual CPQ Tool

Visual CPQ tools can offer several benefits to businesses, including:

The sales process can be automated using CPQ resources, making it more rapid and effective. Salespeople can rapidly and accurately provide quotations based on customer needs without laborious manual data input. This can lower mistakes, speed up sales, and boost client happiness.

Customers' purchasing experiences can be enhanced by using CPQ software, which enables consumers to view and personalize their items in real-time. Before deciding to buy, customers can experiment with various product settings and choices to see how the changes would appear. Increased engagement, contentment, and loyalty can result from this.

Rules-based setup is used by visual CPQ resources to guarantee the accuracy and completeness of quotations and orders. This can improve the accuracy of the sales process by lowering mistakes and preventing misunderstandings between sales representatives and clients.

By automating the design and quotation processes, CPQ software can assist organizations in bringing new goods to market more quickly. As a result, firms can adapt to customer wants and market trends more rapidly. This can shorten the time needed to develop new goods and get them to market.

By giving customers a more exciting and dynamic shopping experience, visual CPQ technologies can assist businesses in growing their sales. Products that satisfy customers' requirements and preferences are more likely to be bought. Sales representatives can find and recommend suitable product alternatives and configurations that consumers might not have considered using CPQ resources.

Functionalities Of Visual Configuration

Visual configuration tools can offer a range of functionalities depending on the specific product or service being configured. Some of the key functionalities of visual configuration tools include:

Visual CPQ software allows users to select and configure products visually, using 3D models or other graphical representations. 

Visual configuration tools use rules-based configuration to ensure that product configurations are valid and consistent. 

Visual configuration tools can calculate the price of a configured product in real-time based on the selected options and features. 

Visual configuration tools can validate product configurations against predefined rules and requirements, ensuring that the final product will meet the required standards and specifications. 

Visual configuration tools can integrate with other systems, such as CRM, ERP, and CAD, to streamline the design and production process. 

Visual configuration tools can provide realistic visualizations and renderings of the configured product, enabling users to see how it will look. 

Summing Up

The visual configuration enables users to develop distinctive and customized goods that match their particular requirements, streamlining the product creation process, shortening lead times, and boosting customer satisfaction.

CPQ software can speed up a company's sales process, improve customer satisfaction, increase accuracy, shorten time-to-market, and boost revenue.

Users can configure and personalize items quickly using visual configuration tools, which can provide various features. By streamlining design and manufacturing procedures, firms can improve accuracy, decrease mistakes, and boost customer satisfaction. Contact KBMax for the successful implementation of CPQ software.

[crmitsolutions1]

Salesforce Quote To Cash

The Lead to Quote to Cash solution (CPQ) addresses both front and back-office stakeholders to enable increased revenues, extended profit margins, and regulatory compliance. The solution works across multiple industries for direct sales, resellers, distributors, and online sales. Quote to cash allows you to personalize presentations for each customer and meet their specific requirements.

 Implementing Configure-Price-Quote tools is more than just installing quote to cash. Your preferred Salesforce Partner - defines key areas to make sure Configure-Price-Quote tools are up and running right the first time. Leverage AI expertise and what-if discounting patterns along with data visualization to enable Smart Quotes.

 Quote-to-cash Benefits: Timely and Simple Increased Renewals Fewer Errors 360° View of Workflow Smoother Processes Improved Customer Satisfaction Better Metrics Improved Analytics

[epicorcpqsoftware]

CPQ in Salesforce- A Review

Configure, price, quote software (CPQ) assists manufacturers to reduce errors, boost productivity, and also streamline sales operations. It also enhances the customer experience (CX), which impacts their overall objective. Consider that 96% of customers will leave for poor customer experience, while it’s anywhere from 5 - 25 times more expensive to get new customers than retain the existing ones.

Hence, several CPQ solutions have come to the fore in recent years—including the CPQ in Salesforce. Let’s take a look at the CPQ in Salesforce in better detail, delving into its pros, and cons, as well as a few important considerations for companies looking to implement the Salesforce CPQ.

CPQ Software Solutions

CPQ software solutions provide various benefits to both manufacturers as well as their customers, with the market expected to be worth $3.9 billion by 2026.

But what are these benefits exactly?

Manufacturers can easily dictate how their products are configured, priced, and then sold. By leveraging an advanced rules engine, such as the Epicor CPQ Snap rules engine, they can then build an automatic configurator u[on their organization’s specific rules for manufacturing.

Customers can self-serve, taking the benefits of countless customization options without enlisting the help of a rep. Reps can bid farewell to dealing with dense spreadsheets and also battling through thousands of SKUs. Instead, they can then focus on sales, leaving automation to handle the customers’ requests.

CPQ software leverages 2D and 3D visual configurators to demonstrate to customers what the final product will look like—reducing the chances of returns. The price then updates in real-time while automation takes away errors throughout the complete buying journey.

Once they convert, the CPQ’s in-built configurators will pass on crucial data instantly from the shopping cart to the shop floor. All critical documents, including BOMs, cut sheets, inventory status, as well as assembly documentation, get automatically generated without any rep lifting a single finger.

Internally, this leads to a smoother and more seamless purchase process. As Jeff Smith, Engineering & Design CAD Specialist at Timberlane, Inc., comments, “We have a simple product with numerous and sometimes complex and unlimited option catalog. KBMax [Epicor CPQ] allows us to handle 95% of the custom requests without needing to use outside drawing programs to meet the customer’s needs.”

A Typical CPQ Implementation Process

Manufacturers are required to derive value from their CPQ solutions as soon as possible. Long implementation processes are not just a time-consuming distraction, but they can also damage the organization’s overall productivity.

Fortunately, the CPQ implementation process is simpler than you may think. Follow these five steps to get your CPQ software solutions up and running:

Create a genuine cross-functional team

Point your business drivers before designing a project brief

Create a rich business case to secure buy-in as soon as possible

Execute your CPQ project

Systematically tackle the company culture to tackle change resistance

By taking care of these five steps, you can make sure your CPQ implementation process is highly seamless and successful.

CPQ in Salesforce

Housed in the Sales Cloud platform, Salesforce in CPQ (previously Steelbrick) is a tool that assists manufacturers to close more deals in less time, satisfying more customers while also  reducing errors to a bare minimum. It’s a CPQ software designed for Salesforce users, meaning that organizations can easily pull in their CRM data to personalize the customer experience better.

The Pros of CPQ in Salesforce

It’s time to go into things a little deeper. Let’s analyze the benefits that Salesforce CPQ provides customers.

Rapid & Error-Free Quoting

78% of customers make their purchase from the company that responds first. Salesforce CPQ offers 10x faster quote generation, resulting in a 95% reduction in approval time.

A One-Stop Reporting Shop

Users can achieve an almost 200% quicker quote-to-cash process by invoice management, orders, as well as reports within the Salesforce CPQ.

Guided-Selling

Salesforce CPQ’s guided selling capabilities get new hires up to 30% quicker speed.

Boost Subscriptions

The CPQ in Salesforce allows manufacturers to actively engage in multi-dimensional quoting for subscription products, maximizing their lifetime value by getting repeat orders.  

The Cons of CPQ in Salesforce

However, there are a few areas where the CPQ in Salesforce falls short:

It Isn’t Easy to Understand

Before they can get value from the CPQ in Salesforce, reps need to first undergo rigorous training. This time could be better spent on serving customers and closing deals. Sluggish System

Salesforce CPQ users frequently report the system as being too unresponsive and loaded with lags. CPQ solutions have the potential to speed up the sales process by 38%, so this sluggishness is particularly disappointing.

As the adage goes, ‘time kills all deals.’ The slower a CPQ system tends to be, the more likely it is that prospects will get frustrated during their purchase journey and also choose to go somewhere else.

Not Customer-Focused

The best, most customer-centric CPQ solutions provide ample consumer benefits. Unfortunately, it isn’t easy to embed the Salesforce CPQ’s configurators into customer-facing websites.

Too Simplistic

Manufacturers offer multiple complex and technical products. They need a CPQ software that can keep up with one that will easily handle advanced product rules. Unfortunately, the CPQ in Salesforce is notoriously poor at handling complicated technical requests.

The Absence of a 3D Configurator

3D or VR/AR-based configurators set the best CPQ solutions apart. They allow customers to interact with products as if they were right there, ensuring that the customers buy the perfect product for their specific requirements. 3D configurators reduce lead times and improve design accuracy. But, Salesforce CPQ lacks 3D configurators, significantly hampering the customer experience. Doesn’t Integrate with Others

The best CPQ solutions seamlessly integrate with manufacturers’ tech stacks. However, Salesforce CPQ offers a limited number of integrations, meaning it can only provide its users with minimal productivity and better efficiency.

Users Cannot Drag And Drop Specific Line Items

For over two years, Salesforce CPQ users have demanded one thing: to be able to drag and drop specific line items. Yet, their requests are still to be taken care of. This issue overcomplicates the fulfillment of large orders that can run into the tens of thousands. It also shows a troubling and uncharacteristic lack of customer focus from Salesforce.

Solid, But Far From a Superstar

The CPQ in Salesforce handles the basics with a lot of ease, boosting the sales cycles, reducing manual effort, and also providing customers with a seamless, error-free buying experience. However, it’s far from the complete package. It struggles with more complex requests, lacks immersive visualizations, and integrates poorly with other systems.

If you’re looking to implement CPQ software, consider researching other, more well-rounded (and customer-friendly) solutions.

[crmit]

The Lead to Quote to Cash solution( CPQ) addresses both front and back-office stakeholders to enable increased revenues, extended profit margins, and regulatory compliance. The solution works across multiple industries for direct sales, resellers, distributors, and online sales. Quote to cash allows you to personalize presentations for each customer and meet their specific requirements.

 Implementing Configure-Price-Quote tools is more than just installing quote to cash. Your preferred Salesforce Partner - defines key areas to make sure Configure-Price-Quote tools are up and running right the first time. Leverage AI expertise and what-if discounting patterns along with data visualization to enable Smart Quotes.

 Quote-to-cash Benefits: Timely and Simple Increased Renewals Fewer Errors 360° View of Workflow Smoother Processes Improved Customer Satisfaction Better Metrics Improved Analytics

[vanessaforest]

Trying to get innovation and increasing the return on investment? Get top-level Salesforce implementation services for every type of business.

Salesforce Implementation Services - Expand Your Possibilities with Ergonized

Salesforce is the most innovatory and complex cloud-based CRM platform in the digital industry. And this will not change currently, as it introduces several improvements a year. That's why you need skilled professionals that are familiar with the newest software.

In the report of Salesforce.com, clients who use Sales Cloud, one of the best solutions in the Salesforce family, note an average of 37% rise in income, an increase in customer satisfaction by 45%, and a rise in return on investment from their marketing actions on 43%.

If you considering the right assistant, you have two variants: to find an independent Salesforce consultant or a certified Salesforce consultant partner. External specialists offer cost-efficient alternatives, but they may not able to process a large-scale like a Salesforce implementation, and they will spend more time to finish the implementation than one cohesive consulting company.

By comparison, a certified Salesforce Consulting Partner has confirmed, Salesforce-certified knowledge.

The Registered Consultant Partner connects a diverse team of skilled professionals who can solve any problem you may be faced at the implementation stage. You pay more to a company with certified Salesforce consultants, but you end up with success.

Ergonized offers customized decisions to incorporate data and analytic content, upgrade workflow, and expand the utility of Salesforce cloud apps. Looking to move your data to the cloud space, apply a CRM Platform, and build a program to introduce automation in your company's management?

Ergonized, a proficient and credible provider, can turn any of your organization's ideas into a solution.

Our developers will competently study your company's strategy and goals to identify commerce demands and help you to hire the correct solution for business and improve the present. Whatever it is - improving sales performance, reducing long-term sales cycles, or drafting a customer 360 truth, we have all the options to meet your needs.

Ergonized IT specialists have high levels of skill to create unique solutions on the Salesforce platform and will proffer your organization a personalized customer configuration.

Our experts tailor that Salesforce solution by a pair of alternative methods which differ in complexness, outgoings, and alteration level. At first, is the standard configuration by point and click instruments. Another is to optimize the solution through code-based tools when you need large-scale changes. For small-sized and medium business consumers, we proffer fast implementation for fixed costs.

We have experience in consolidating Salesforce with actual tools, third-party functionality, direct database connection, and also other processes. Our IT specialists conflate apps with different commercial software such as Zendesk, Google Drive.

After conducting Salesforce implementation of Financial Services, our IT specialists sync theirs with Enterprise resource planning systems, web interfaces, sales support software, e-commerce websites, online groups, update each of the company’s tools, and group complete commercial data in one operating environment.

Whereas every organization has individual requirements and processes, the timing for implementing Salesforce differ. There are no several analogous Salesforce realizations. This may take up to 30 to 300 hours of work for a few weeks or months. You can get to know how fast to implement in your organization by requesting advice from Ergonized consultants.

Ergonized can reinvent the marketing approach to your users, build a better brand experience. Be it's B2B or B2C, our specialists use top intelligent marketing platforms and approaches to model the source of data, assess the effectiveness of any campaign, and customize each channel. Our services include retrieval of data from various sources, data cleansing for consistency, eliminating duplicate copies of repeating data, calibration of information entry, and import data into CRM.

We come in useful to the implementation:

Sales Cloud

To attract leads, terminate deals quickly, speed up sales, and make better personnel efficiency.

Service Cloud

To provide quality service to our customers and create a 360-degree view of every customer interaction.

Financial Services Cloud

To promptly transmit essential financial details to asset managers.

Community Cloud

To get customers, associates, and personnel together in one place and give them the details they demand to get the job done.

Einstein Analytics

To accumulate and analyze info from different sources and design high-quality visualizations to make wise decisions.

Health Cloud

To create trust of clients, provide the right assistance, and get commercial gains.

Marketing Cloud

To keep in touch with consumers through all channels, raise customer service levels employing a robust marketing automation tool.

Pardot

To create top-quality leads and speed up the conveyor to transform them into consumers in B2B sales.

CPQ & Billing

To rationalize your quotation procedure with Salesforce CPQ, that requires an extensive understanding of pre-paying pricing procedures.

Non-profit organizations (NPSP)

To organize volunteers, donate, connect with voters, and improve donor conversion rates.

MuleSoft Anypoint

To link any applications, data, and devices to the API, decrease API support costs, and automate trade processes.

Before you start integrating Salesforce, decide on cloud (or clouds) you plan to use, be it Sales Cloud, Service Cloud, Marketing Cloud, Pardot, Heroku, CPQ, etc. Each cloud goes with an exclusive group of restrictions and peculiarities for implementation, so it is important to determine what exact ones you need before starting the Salesforce interaction.

After building a customized solution based on Salesforce in a development environment and checking it by QA professionals, it is migrated to the User Acceptance Testing environment. That’s where delegates of the client company will examine the effectiveness of the solution to guarantee that it functions as intended. At this stage, our team finds and settles bugs before launch so that the whole solution works accurately at the time of deployment.

Ergonized team will provide you with a structured approach and proficient guidance for appraising your actual analytics conditions, the general analytics requirements in your industry, and a strategy to reach those requirements through Salesforce Reporting, Dashboards, and more.

Our team benefits are:

Utter consumer focus, including a dedicated team of experts, concentrated just on your account.

Custom design to refine every single function to correspond to the intricacies of workflows.

Practical consulting facilities to avoid disruptions and avert difficult concerns from arising.

Flawless and trouble-free setup and transition process.

Ergonized works constructively with clients, partners, and teams to make sure the desired business profit. Our progressive solutions, customized to your activity, assist modify your job and ameliorate connectivity. Our team members regard systems from the perspective of regularity rather than narrow functionality.

SF supplies uninterrupted, expandable innovation so companies can quickly and reliably adapt to new market demands. As clients grow, so do their requests, and the responsive Salesforce family holds up these changes. By way of a Salesforce Implementation Partner, we focus on optimization, expandability, and accuracy of processes.

Through our deep understanding of marketing, finance, and insurance, we perform many successful implementations and solve problems comprise the various Salesforce clouds. With multifarious awareness and years of accumulated experience, we can handle various types of projects, from simple to complex, demanding any amount of modern technology.

When the application program is turning out on the AppExchange, we give the end consumer and manager the security documentation related to the app and feed it to Salesforce Product Security. And they provide the Lightning Platform org login full powers and any external components or functions that were in use during developing the solution.

Our developers transfer your database to the alternative solution without loss and damage and whatever problem in the system. Due to implementing the Salesforce Service Cloud, Ergonized specialists boost your standard processes by exclusively designed custom workflows, protected settings for access, and email forms.

Ergonized as Salesforce consulting partner spends virtual coaching to help customers to understand the capabilities of a Salesforce platform. In addition, our admins proffer post-launch maintenance on request. In consequence, to make a maximum from the standard and custom-made Salesforce configurations and improve employee productivity.

Why cooperate with us?

Proficient knowledge of the subject field

Salesforce Consulting & Training Partner

Approved professionals

Brilliant functional and technological proficiency

Potent onsite / sea delivery experience

Firm partner network ecosystem to bring industry-leading solutions.

Our custom Service Cloud execution facilities make sure that your income, efficiency, service quality, and customer engagement are growing when charges are under control.

Together with Ergonized, you can boost the project and take a maximum from the Salesforce platform.

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You may be exploring Salesforce for your business or trying to brush up on your technical knowledge for a job interview or a certification exam. Regardless, it’s good to understand the differences between Salesforce’s two main clouds — Sales Cloud and Service Cloud. As a consultant, I’ve had many clients ask about the differences between the clouds and which features I thought they needed for their business. I’ve also been asked to describe 3 features that were distinct for Sales Cloud and 3 that were distinct for Service Cloud as a part of a Salesforce consultant interview! Sales Cloud and Service Cloud are both built on the core Salesforce Platform, so there are critical features they share but are also fairly unique. So what are the key differences that makes Sales Cloud for Sales and Service Cloud for Service? Sales Cloud is focused for sales reps and sales managers, with all key functionality geared towards account acquisition, the sales funnel, and closing deals. Similar to how Sales Cloud is geared towards sales reps and sales managers, Service Cloud is geared towards service agents and service managers. Key functionality is focused on agent efficiencies, customer experience, and managing customer service issues in line with your company’s processes and SLAs. First we’ll take a quick look at these core, shared features before looking at what makes Sales Cloud for sales teams and Service Cloud for service teams. Shared Features There is a certain amount of overlap between Sales Cloud and Service Cloud, which can make things a little confusing at first. Before we dive into Sales or Service Cloud specifically, let’s look at what feature they share. These are core Salesforce concepts that almost all industries need. Accounts and Contacts Whether you’re in sales or service, the common thread is the customer, which is why one of Salesforce’s core features is the ability to manage your accounts and key contacts within that account. We won’t get too in-the-weeds with this since it’s core Salesforce functionality, but rest assured that Accounts and Contacts are central to both Sales and Service Clouds. Accounts and Contacts allow you to manage organizations you work with as the key people within those organizations. The Salesforce data model allows Accounts to be part of a larger hierarchy if needed, and you can associate a single Contact to multiple accounts if they are a key person across many interrelated institutions. If you’re new to Salesforce and looking to learn more details about Account and Contact management, this module on Trailhead is always a great place to start! Basic Case Management A lot of people assume that Sales Cloud is all about closing deals, with no customer service features. While Service Cloud provides many more features for a robust and personalized service experience, Salesforce recognizes that keeping existing customers happy is just as critical for sales as converting new leads. That being said, Sales Cloud also offers some very basic Case Management features so you can provide your sales team with visibility into their customers’ support issues and give people the service they need to be returning customers. Sales Cloud The following features are the bread and butter of what makes Sales Cloud unique from Service Cloud. Let’s explore how Sales Cloud enables sales teams. Lead Management The very beginning of the sales funnel is nurturing prospects to find viable deals! Prospective customers are captured as Leads in Sales Cloud and nurtured by sales reps to move them through the lead funnel. There are several standard features for Lead management such as Lead Assignment Rules, which will automatically assign new Leads to reps or teams based on certain attributes, like geography or product of interest. Salesforce has a great guide for Lead routing with links to resources on how to do Lead Assignment in Salesforce. Sales Cloud also has Lead Auto-Response Rules for automated follow-up for eligible leads. For example, if a Lead comes in from an online information request form then Sales Cloud can automatically send them an email thanking them for their interest and letting them know a rep will be in touch soon. Speaking of Leads coming in from online forms, Sales Cloud has a native feature called Web-to-Lead, which allows you to automatically generate a web form to capture prospects that can be added to any site, even if it isn’t a Salesforce page! As your reps nurture your leads, you can give them Guidance for Success in a Path component. A Path is a visual representation of major steps in a process, such as the Lead nurturing process or Lead funnel. As a part of Paths, you can add customized Guidance for Success notes to give advice and coaching for moving the Lead further through the Path. Finally, when a Lead has expressed interest in moving forward, a rep can qualify them as a strong prospect and Convert the Lead to a full Account! Once a Lead is converted to an Account (or Person Account, depending on your model) and related records you can manage all relevant information about that company and person using the customer management features we’ve already covered! There’s also a nice Admin Guide on Lead and Contact Tips and Tricks. Opportunity Management – Pipeline and Forecasting We’ve moved down the pipeline a little to actual qualified potential sales. This is where reps start to really talk more to prospects and get a better sense of their potential value. These potential sales are captured as Opportunities. Just like with Leads, you can define a number of sales processes which are in-line with the sales methodology your company uses and a Salesforce Path can be added to Opportunity pages to help guide your reps through every step. To make sure you’re up to speed on all the best practices, check out this Admin Guide on Opportunity Management! Reporting and monitoring pipeline is a huge part of any sales organization. How can you predict how much money each rep will close in a given period? And how can you track performance against quotas? Enter Forecasting! Salesforce has native forecasting tools to give sales managers and their reps visibility into projections and performance. Quotes Many industries have a sales process which necessitates complex quote building. Sales Cloud has that functionality as well! Basic Sales Cloud Quote building allows for adding in products, their quantity, pricing, and any discounts. A single Opportunity may have multiple quotes as your Sales rep negotiates the deal, but you can always pick which quote will “sync” to pipeline reports and forecasting. You can also just add Products underneath an Opportunity if you don’t need to go the route of formal quotes. Building quotes can be tedious, but you can make Quote Templates to help jumpstart the process. Rapid Products also gives your reps much faster quote building capabilities! If you have highly customized product configurations and pricing models, Salesforce CPQ may be worth exploring. You can read more about it in the Admin Guide comparing CPQ and Opportunity Products. Service Cloud The following features are the foundation of what makes Service Cloud unique from Sales Cloud. Let’s look at how Service Cloud supports customer service teams. Robust Case Management Tools One of the critical features Service Cloud offers is the ability to automatically handle incoming cases to make sure nothing gets missed, just like how Sales Cloud has the Lead Auto-Response and Assignment rules. When a new customer ticket comes into the system, Salesforce can automatically provide the customer with an Auto-Response email acknowledging their issue and then run through configured Assignment Rules to route the ticket to the right agent or team. Another nice feature in Service Cloud is called Email-to-Case which lets you route emails coming in to a specific inbox to Salesforce directly. For example, if customers frequently email in to a support email like [email protected], you can have inbound emails to that address sync automatically to a Case in Salesforce so you don’t have to worry about a person manually monitoring that inbox. Once the Case gets created, your Auto-Response and Assignment Rules will run normally! Email-to-Case is a great feature, though it does have several limitations. Thankfully, Email-to-Case Premium plugs a lot of the holes in normal Email-to-Case with enhancements to the native infrastructure. Beyond just handling incoming Cases, Service Cloud has native ways to track what types of support your customers are entitled to and define key milestones of that process. Entitlements and Milestones help your team keep track of which cases need immediate attention by defining appropriate service levels and outlining steps within a service process. The Admin Guide to Entitlements and Milestones will give you all the details and introduce a robust alternative to tracking SLAs and prioritizing work called Case Flags! More Customer Support Channels Service Cloud also lets you take customer support beyond Cases. We’re in the Fourth Industrial Revolution and customers want to be able to get support on their terms, whether it’s via email, a support portal, online chat, or SMS! One of the key features Service Cloud offers is Omni-Channel. Omni-Channel connects all of your support channels, providing consistent support to your customers and giving your agents work in one consolidated place. Omni-Channel can assign incoming customer service issues based on agent capacity by checking their workload. The Omni-Channel Performance Dashboard also lets you monitor agent work performance to maximise efficiency. To explore Omni-Channel further, Trailhead has a nice introduction to it! With Omni-Channel, you can now roll out multiple support channels for your customers! Salesforce offers native Live Chat, which can be embedded on any webpage, not just Salesforce pages. Salesforce also offers native SMS support so your customers can text from their smartphone while your agents stay in their Salesforce console. Salesforce has also rolled out Service Cloud Voice, which is their CTI tool for handling and routing incoming calls through Salesforce. Self-Service Options Beyond Case management, Service Cloud has several features to help deflect Cases and provide Self-Service options to you customers. First off, a Knowledge Base is a great way to provide easy answers and critical information. Lightning Knowledge makes this easy to do right within Salesforce! You can make a public knowledge base or one for registered customers only, but either way the information is sure to help deflect Cases. In fact, there’s an amazing Case Deflection component that Salesforce provides out-of-the-box! Using type-ahead searching in the Submit a Case fields, the component will recommend knowledge articles to your customers that could help solve their issue. It’s a great way to prevent Cases and give customers a great experience! We’ve already talked about Salesforce Chat functionality, but did you know that you can help deflect Cases and address simple questions with a Chat Bot? With Einstein Bots, Salesforce lets you customize the Bot’s name and personality and the bot sits right in the normal Chat window that your agents use. Chat Bots act almost like triage and can handle more rote issues such as FAQs, checking on order statuses, or asking basic company questions. If the bot can’t find the answer, it can route to an agent or create a Case for the customer, providing a seamless service experience! Keep Learning! Hopefully this was a nice summary of Sales Cloud vs. Service Cloud! As always, Trailhead is a great place to learn more and even get hands on! These two modules are nice intros to Sales Cloud and Service Cloud.

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CPQ Tool is a self-service that allows the user a great detail of functionalities and customization options for configuring the product, setting the price, and floating the quotation to the customer transparently and efficiently. With the KBMax visual configuration tool, distributors or sales representatives can customize and configure your products, including your website. To explore more, visit KBMax.com

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3D visualization To Show Design Options to Clients

 

3D visualization consistently outperforms actual prototypes and drawings for customer presentations. Since 3D eliminates the need for viewers to try to visualize the project's end, home builders may display several design ideas and revisions in photorealistic quality thanks to 3D CPQ software, ensuring everyone is always on the same page. Misunderstandings and expensive remakes are, therefore, easily avoided. So how precisely might house builders use 3D visualization to facilitate effective customer communication? 

Benefits of 3D Visualization in Home Design

There are several benefits of 3D visualization in the home design process, including:

1. Accurate visualization

3D visualization allows homeowners and designers to see accurately how their design ideas will look after construction. A 3D visualization is a potent tool for visualizing home designs with high accuracy. Using specialized software, designers can create detailed 3D models of homes, complete with textures, lighting, and other details that make the design come to life. One of the most significant advantages of product visualization software is that it allows designers and homeowners to see the design from all angles and understand how your home will look. This can help identify potential design problems, such as awkward spaces, and allow for adjustments before construction begins. 

2.  Easy Customization

With 3D CPQ software, homeowners and designers can quickly change their designs without starting from scratch. They can easily adjust the design, experiment with different color schemes, and see how different furniture pieces fit together. This can save a significant amount of time and streamline the design process. It also saves homeowners and designers money in the long run by reducing the need for costly revisions and changes during construction.

Product visualization software allows for better communication between homeowners, designers, and contractors. Everyone involved in the project can see the same design, making it easier to discuss changes and make decisions.

3. Present different color schemes

3D visualization tools can help you present different color schemes more engagingly and interactively, allowing you to experiment with different options and get feedback from others more easily. 3D CPQ software allows you to apply colors to 3D models quickly. This allows you to experiment with different color schemes and see how they would look on your model. 3D visualization tools allow you to share your model with others, making collaborating on color scheme ideas easier. You can share your model with colleagues or clients and get real-time feedback on your color scheme ideas.

4. Creating realistic renderings

3D visualization tools allow you to create realistic renderings of your 3D model, which can help you present your color scheme in a way that is easy for others to visualize. You can create high-quality images and animations of your model with the color scheme applied, making it easier for others to see your vision. 3D CPQ tools also allow you to change the lighting and environment of your model, which can significantly affect how colors appear. This allows you to see how your color scheme would look in different lighting conditions and settings.

5. Improved decision-making

Product visualization software can help homeowners and designers make informed decisions about the design of their homes. They can see how different design elements work together and make changes accordingly. The advantage of 3D CPQ software is that it can be used to create photorealistic images and videos of the design. This can be incredibly useful for marketing purposes, allowing potential buyers or investors to understand the finished product before construction begins.

Summing up

A 3D visualization is a valuable tool in home design, providing homeowners and designers with a more accurate, cost-effective, and efficient way to bring their design ideas to life.

Whether you're a homeowner looking to visualize your dream home or a professional designer looking to create accurate and compelling presentations for clients, 3D visualization can help to bring your vision to life with incredible accuracy and detail. If you want to integrate a product configurator, contact KBMax for smooth transitions.