Is CPQ for You?


Geoff Ables, C5 Insight, in partnership with Cincom

July 30
2:00 p.m. ET

When properly implemented, Configure Price Quote (CPQ) solutions can significantly accelerate the velocity and quality of a sales pipeline. Although CPQ tools have been available as add-ons for Dynamics 365 (both CRM and ERP offerings) for quite some time, many companies don't fully understand how these solutions may or may not align with their sales models. You will leave this session with answers to four questions:

  • What is a CPQ solution?
  • What kinds of businesses does it work for (including case studies)?
  • Is now the right time to implement CPQ?
  • How do I choose the right solution for my business?
About the Presenter
Geoff Ables
Geoff Ables takes the technology jargon out of CRM and speaks to sales managers, customer care leaders, marketers, power users and administrators about the process and people aspects of CRM. Bestselling author, international keynote speaker and entrepreneur, Geoff’s most recent book, The LUCK Principle: Business Results at the Intersection of People and Profit, delivers fresh insight and inspiration into creating people-centric digital workplaces. His firm, C5 Insight, has twice been named as an Inc. 5000 fastest-growing company.
David Allison
David Allison is the Global CPQ Product Owner for CPQSync by Cincom. He leads CPQSync’s development of cloud-based technologies and understands how to build solutions to help organizations more easily configure, price and quote their complex products and services and deliver sales experiences that drive revenue and profitability.