In today's fast-paced business world, everyone is searching for better efficiency. That's where Configure, Price, Quote (CPQ) tools tied with Customer Relationship Management (CRM) systems come into play. Top CRM companies like Salesforce and HubSpot, along with popular Nordic players Lime and Upsales, are leading the way in combining these key business tools. This blog post will explain the big benefits and great value that a connected CPQ tool and CRM can offer your business.

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Making the Most of Your CRM:

Combining your CRM with a CPQ tool opens up new ways to boost productivity and make CRM users happy. CRM platforms like HubSpot, Salesforce, Lime, and Upsales become more than just a place to store customer data. They turn into active platforms for creating quotes, putting together solutions, and finalizing sales. The main idea is easy access - being able to create complex product quotes within your CRM makes it more useful and effective.

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Improving CRM Data Quality:

The power of your CRM lies in the data it stores. By bringing in a CPQ tool, the quality and accuracy of your CRM data can get a big boost. The CPQ tool makes sure that all product, price, and discount info is up-to-date and the same across all channels. This link gets rid of data mistakes, cuts down on manual errors, and guarantees that your teams always have correct and dependable information.

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Tracking and Forecasting Gets Better:

Connecting a CPQ tool with a CRM gives you better tracking of customer interactions and more accurate sales predictions. Your sales team can keep an eye on the progress of quotes, learn about customer likes, and spot trends that help predict future sales. This better view can be a game-changer in making accurate predictions, helping businesses plan more effectively and make smart decisions.

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Connecting with Other Systems:

More than just CRM, CPQ tools can also work together with other business systems like ERP and billing systems. This connection creates a unified business network where data moves smoothly across systems, boosting overall efficiency and cutting down the time it takes to go to market. Whether you're using Salesforce, HubSpot, Lime, or Upsales, the ability to connect your CRM, CPQ, ERP, and billing system together creates a powerful stream of information that's crucial in today's fast business environment.

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The Case for Specialized CPQ Tools:

You might wonder why you should pick a specialized CPQ tool from a certain vendor over the basic quoting solutions offered by CRM companies like Salesforce, HubSpot, Lime, and Upsales. The answer lies in the details. A top-notch CPQ tool offers more features that are designed especially for complicated sales tasks. This could include complex product setups, flexible pricing options, and automatic approval steps, all aimed to make your sales operations run smoothly and with fewer mistakes. Also, there are several CPQ-vendors out there that have developed industry-specific features or solutions that could fit your needs better than standardized solutions.

In addition, vendors who focus on CPQ often put more time and effort into updating and improving their tools. This means you get a stronger, more cutting-edge solution that can keep up with new technology and business trends.

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Conclusion:

In a world where customers always expect more, CRM systems linked with CPQ tools stand out as a way to meet and even exceed those expectations. The benefits are clear - making more use of your CRM, improving data quality, better tracking and predicting, and smooth system connections. So whether you're a fan of Salesforce, HubSpot, Lime, or Upsales, adding a CPQ tool can be your next smart move towards building stronger customer relationships and driving business success.

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