servicePath CPQ+: the solution for technology and complex service providers

We used ServicePath CPQ+ for product management, cost modeling, pricing and sales configuring, pricing, quoting including SOW's and order documentation, with integration into CRM systems for sales pipeline management reporting.
Our mission was to:

• Improve speed, quality, accuracy, and consistency of quoting
• Reduce common and costly mistakes
• Standardize packaging of products to better enable sales
• Obtain reliable sales pipeline reporting and product intelligence without burdening the sales team with manual administration of keeping opportunity record financials updated.
• Alleviate pre-sales resources from cumbersome spreadsheets that had been prone to crashing, difficult to work with collaboratively and remotely.
• Improve handover to service delivery
• Provide the capability to deal with client solution lifecycle management (upgrades, downgrades, changes, decommissions, renewals, etc.).
• Provide improved deal insight and financial governance via systemized workflow approvals
• Automating contracted prices for contracted pricing

We made a positive impact in many of these areas and fleshed out much-needed change while helping to reconnect product management with Sales regarding packaging for effective sales and client lifecycle. Business adoption was the largest challenge. Lessons learned ensure plenty of leadership support for the areas where the process of systematization forces focus on areas that need to change, encourage openness, and collaboration to progress forward such change.

wouldnt change it