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How to Create A Better B2B Experience With CPQ

There aren’t many certainties in business, but there is one thing you can count on: without innovation, your company won’t last. Manufacturers that have embraced product customization have put in the effort to bring their catalogs into the 21st century. Manufacturers that sell B2B online take innovation even further, but it’s a mistake to just stop there — especially since selling customizable or configurable products is so complicated and labor intensive.

Configure, price, quote (CPQ) software is the next phase of innovation and will help manufacturers maximize sales productivity — even with increasingly complex configurations. What exactly does the software do, and how will it give you a competitive edge? Here’s everything you need to know about leveraging CPQ to create a better customer experience.

The Benefits of CPQ For Specialty Manufacturers

CPQ allows sales to practically automate the entire quoting process. The software creates a portal that walks users through selecting different configuration options and automatically generates prices.

Engineers can program in customization options and set rules that prevent users from configuring non-viable product builds. Customers and sales can build even complex custom products without waiting for oversight and feedback from engineers, simplifying the overall process and accelerating time to quote.

What to Look For In a CPQ Solution

In order to get the most out of a CPQ, you need to make sure you select the right one for your business. Here’s what to look for as you evaluate your options:

Fast and easy to use

Like any business website, it’s imperative to have a CPQ portal that’s easy to use and generates quotes quickly. For public-facing portals, your site should be attractive, professional, and designed according to your brand standards. After all, this might form the first impression of your company.


Today, almost half of all internet usage is done on a mobile device. In order to accommodate this, your website should be dynamic and mobile-friendly. Even better, sales can work directly with customers on a tablet to guide them through the configuration process.

B2B online ordering accessibility

Next, you want the ability to let your customers place orders directly on your website. While working with the sales team should continue to be an option for customers who want hands-on support, they should be able to place their exact order directly on your website without having to go through a middleman. This is the fastest way to generate a quote, and often, the fastest way to secure business.

ERP/CRM compatibility

Your CPQ solution should be able to seamlessly connect to enterprise resource planning (ERP) software, as well as your customer relationship management (CRM) platforms. Since these systems handle a variety of functions, like automating marketing emails and managing inventory, CPQ integration will enable more end-to-end automation, even across multiple departments and teams.

3D/CAD capability

Does the CPQ solution you’re considering have the ability to integrate with 3D modeling and CAD? This allows customers to view a fully rendered 3D model of their product before making a purchase. Not only is this a selling point, but it also helps customers confirm that the product meets their expectations.

Don’t let your business stay in the past. Innovate with a CPQ solution and you can transform your entire operation. Configure One Cloud from Revalize is an advanced tool for quoting configured products in less time and effort. The platform also offers full customer support to help with any setup or workflow challenges, so you can focus on selling rather than maintaining the platform.

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