Arguably, an organisation’s finances, alongside their customers, make up two of the most essential components of any organisation. One is often a consequence of the other, so why are they typically viewed as separate entities? By uniting your Configure, Price, Quote (CPQ) software and your Professional Services Automation (PSA) tools, you are able to utilise the capabilities of one to further drive the functionality of the other.
Organisations wishing to create sales quotes for their products will seek to leverage CPQ software to streamline procedures. This boosts the efficiency of each process significantly, while also enhancing accuracy, by automating many of the processes involved in generating quotes, the pricing process and approval procedures.
Many businesses will also use a PSA tool for streamlining the proposal generation process. This also enables organisations to significantly ease the procedures for project and resource management, juggling multiple clients as well as projects and financial processes. Not only does this benefit organisations that are using PSA tools, but this improves the services they are able to offer to their clients, which can boost retention and satisfaction rates.
By treating both systems as separate entities, you are effectively placing them in their silos – which can significantly decrease their effectivity. With CPQ PSA integration, your business benefits from:
As a web-based quoting tool and self-service storefront, Salesbuildr is able to integrate with Autotask, as well as your distributors. This allows you to create quotes in moments, bolster your margins and send out user friendly and easy to access quotes – streamlining and improving your sales processes.