5 Signs Your Sales Team Needs The Combined Power of CPQ and Docs Made Easy

Today efficiency, and accuracy are not just desirable in sales – they’re essential. Yet, many sales teams find themselves bogged down by manual processes, inconsistent documents, and a lack of real-time pricing information.

Tools like CPQ and Docs Made Easy are the perfect companions for your sales growth, But if you aren’t sure whether your sales team needs those tools or not, watch out for these signs in your sales business.

Here are five signs that your sales team could benefit from the capabilities of CPQ and Docs Made Easy.

1. Inefficient Quote Generation Process

If your sales team spends an excessive amount of time creating quotes manually, it’s a clear sign that you need a Configure, Price, Quote (CPQ) solution. CPQ software automates the quote generation process, ensuring accuracy and efficiency. It eliminates the risk of human error and allows your sales team to generate quotes quickly, even for complex products and services.

Docs Made Easy, on the other hand, takes your quote or proposal generation a notch higher with powerful automation and fetching data from Salesforce or any third-party sources.

2. Inconsistent Documentation

Consistency in sales documentation is crucial for maintaining a professional image and ensuring clear communication with customers. While CPQ enables smoother quote generation, Docs Made Easy allows for the creation of customized templates, ensuring all documents maintain a consistent look and feel that woo your clients.

3. Delayed Sales Cycle

A prolonged sales cycle can be detrimental to your business. If your sales team is constantly getting swamped with administrative tasks such as creating quotes and drafting documents, it’s time to consider CPQ and enhance its capability with Docs Made Easy. These tools automate many of the time-consuming tasks associated with the sales process, allowing your team to focus on closing deals.

4. Lack of Real-Time Pricing and Discounting

If your sales team is unable to provide real-time pricing and discounting information to customers, it can lead to lost sales opportunities. A CPQ solution can provide real-time pricing information, allowing your sales team to quickly and accurately provide quotes to customers. Additionally, it can manage discounting rules, ensuring that discounts are applied consistently and accurately.

Likewise, Docs Made Easy pulls data from your CRM or any other source in real time, ensuring better collaboration, accuracy, and sharing of documents.

5. Poor Visibility and Tracking

If your sales team needs help with tracking quotes and documents, it can lead to missed opportunities and lost revenue. CPQ and Docs Made Easy provide visibility into the sales process, allowing your team to track quotes and documents, follow up on opportunities, and ensure that nothing falls through the cracks.

Wrap Up

In a nutshell. if your sales team is facing any of these issues, it’s time to consider the combined power of CPQ and Docs Made Easy. Visit Salesforce AppExchange, install the app, and get started with Docs Made Easy for free in no time.