The Ultimate Guide to CPQ: How InvestGlass Transforms Configure, Price, Quote for Modern Sales Teams

Introduction: Why CPQ is the New Frontier in Sales Excellence

In today’s fast-paced commercial landscape, the speed and accuracy of a sales quote can be the difference between winning and losing a major contract. The traditional, manual process of configuring complex products, calculating prices, and generating a professional quote is cumbersome, error-prone, and slow. This is where CPQ—Configure, Price, Quote—software steps in, acting as the indispensable engine for modern sales efficiency.

CPQ technology transforms sales processes by streamlining administrative tasks and enhancing sales team efficiency through proper implementation and training.

A robust CPQ system automates the entire quoting process, ensuring that every proposal is accurate, compliant, and perfectly tailored to the client’s needs. It moves sales teams away from spreadsheets and email chains, allowing them to focus on what truly matters: building client relationships and closing deals. For businesses dealing with customisable products or services, adopting a dedicated CPQ solution is no longer a luxury; it is a fundamental requirement for sustained growth and competitive advantage.

The Search Intent: Understanding the Need for CPQ

The search intent behind the keyword “cpq” is overwhelmingly commercial and informational. Users are looking to understand what CPQ is, how it works, and, most importantly, which solution will best solve their current sales challenges. Our goal is to provide a comprehensive, authoritative guide that not only educates the reader but also positions InvestGlass as the superior, integrated platform for their Configure, Price, Quote needs. We will address the core pain points of complexity, inaccuracy, and slowness in the sales cycle.

What is CPQ (Configure, Price, Quote)?

CPQ stands for Configure, Price, Quote. It is a sales tool designed to help companies quickly and accurately generate quotes for orders, especially for products or services that are complex, highly configurable, or subject to variable pricing rules. The essential ‘configure, price, and quote’ capabilities of CPQ software streamline the sales process, improve automation, and reduce errors in generating sales quotes. The system guides the sales representative through a structured process, eliminating the guesswork and manual calculations that often lead to mistakes.

The concept is simple yet transformative. It ensures that sales teams can only configure valid product combinations, apply the correct, up-to-date pricing, and produce a polished, professional quote document. This automation is crucial for maintaining brand consistency and compliance across all sales channels. It is the backbone of an efficient, high-velocity sales operation.

The Three Pillars of CPQ Explained

To fully appreciate the power of a CPQ tool, it is essential to break down its three core functions. CPQ solutions optimize sales processes by increasing efficiency and accuracy throughout the entire workflow, from generating quotes to closing deals. Each component addresses a critical challenge in the sales process, working in concert to streamline operations and boost profitability.

Configuration: Building the Perfect Solution

The ‘Configure’ element of CPQ manages product complexity. It uses a set of pre-defined rules, dependencies, and constraints to ensure that sales representatives can only select product options that are technically compatible. CPQ software is designed to handle complex configurations, supporting dynamic bill of materials (BOM) mapping and scaling effectively to manage large data volumes, especially for customized and made-to-order products. This prevents the creation of ‘unbuildable’ or non-compliant orders, which saves significant time and cost in the back office.

For instance, if a client selects a certain engine type, the configurator will automatically filter the available chassis and transmission options, ensuring a valid final product. This intelligent guidance is invaluable for companies with large, intricate product catalogues, dramatically reducing the potential for human error.

Pricing: Dynamic and Accurate Calculations

The ‘Price’ component handles the often-daunting task of calculating the final cost. It centralises all pricing data, including standard list prices, volume discounts, regional variations, partner mark-ups, and promotional offers. A sophisticated CPQ system applies these rules dynamically and in real-time, automating pricing calculations such as setting base prices, applying discounts, and making necessary adjustments.

This ensures that the price quoted to the customer is always the most current and accurate, regardless of the complexity of the discount structure. It also allows for margin analysis during the quoting process, giving sales managers confidence that profitability targets are being met before the quote is even sent. Ensuring accurate pricing in the quoting process is crucial, especially with complex product configurations, as it guarantees quote consistency and enhances customer satisfaction.

Quoting: Professional and Rapid Generation

The ‘Quote’ element is the final output of the CPQ process. It takes the configured product and the calculated price and generates a professional, branded proposal document. CPQ tools streamline proposal generation as part of the sales process, enabling quick, accurate, and personalized proposals that integrate seamlessly with CRM systems.

The generated quote can include rich media, terms and conditions, and legally binding clauses, all pulled from a central library. The speed and quality of this final document significantly enhance the customer experience and accelerate the time-to-cash cycle for the business.

The Business Case for Adopting a CPQ Solution

The decision to invest in a CPQ platform is driven by clear, measurable business benefits that impact the top and bottom lines. CPQ solutions connect and simplify business processes, optimizing revenue and administrative efficiency. Companies that implement a modern CPQ system consistently report improvements in sales efficiency, deal size, and overall customer satisfaction.

Accelerating the Sales Cycle and Improving Efficiency

One of the most immediate benefits of a CPQ tool is the dramatic reduction in the time it takes to generate a quote. Manual processes can take days, involving multiple approvals and revisions. With CPQ, a complex quote can be generated in minutes. By streamlining workflows and automating key steps, CPQ solutions significantly shorten sales cycles, leading to quicker deal closures and an improved customer experience.

This acceleration means sales teams can handle a higher volume of quotes and respond to customer requests faster than the competition. The automation of administrative tasks also frees up sales representatives to spend more time on high-value activities, such as prospecting and client engagement.

Eliminating Pricing Errors and Boosting Profitability

Pricing errors are a silent killer of profit margins. Whether it is an outdated price list or an incorrectly applied discount, these mistakes erode profitability and damage customer trust. A centralised CPQ system eliminates this risk entirely.

By enforcing strict pricing rules and automating discount calculations, the system ensures that every quote maintains the desired profit margin. CPQ systems also help manage pricing, discounts, and product details, providing security and proper oversight of all pricing-related information. This move towards predictable, controlled pricing is a major driver for the return on investment in a CPQ solution.

Enhancing Customer Experience and Trust

In the digital age, customers expect speed and accuracy. A professional, error-free quote delivered promptly signals competence and reliability. CPQ tools ensure that the customer receives a clear, easy-to-understand proposal that reflects their exact requirements. By leveraging CPQ technology, businesses can deliver an enhanced customer experience through faster, more personalized service and reduced errors.

This improved experience fosters greater trust and reduces the back-and-forth communication required to finalise a deal. A positive quoting experience is a crucial step in building long-term client relationships.

The InvestGlass Advantage: A CPQ Solution Built for the Future

While many vendors offer CPQ solutions, few provide the seamless integration and comprehensive functionality of InvestGlass. As a unified platform for wealth management, banking, and sales, InvestGlass offers a CPQ tool that is deeply embedded in the CRM and automation-tools ecosystem. InvestGlass is a comprehensive software solution that streamlines sales processes and mitigates business risks. This integration is what sets InvestGlass apart, ensuring that your sales process is not just automated, but intelligent.

InvestGlass understands that a quote is more than just a number; it is the culmination of a client relationship and the beginning of a service agreement. Our CPQ tool is designed to handle the complexity of financial products, regulatory compliance, and highly personalised service offerings with ease.

Seamless Integration with CRM and Sales Tools

The true power of InvestGlass****CPQ lies in its native integration with the core InvestGlass platform. Unlike standalone CPQ systems that require costly and complex integration with your Customer Relationship Management (CRM) system, the InvestGlass solution is one unified product. The CRM platform serves as a central hub for customer interactions and sales process management, streamlining workflows and enhancing efficiency.

This means that client data, product catalogue information, and pricing rules are all synchronised in real-time. When a sales representative generates a quote, all relevant client history from the crm-for-sales is instantly available, allowing for hyper-personalised proposals. Once the quote is accepted, the order is automatically pushed into the back-office systems, eliminating manual data entry and reducing administrative overhead.

Compliance and Regulatory Guardrails

In the financial services sector, compliance is non-negotiable. An error in a quote can lead to significant regulatory penalties. The InvestGlass CPQ tool is built with compliance at its core, offering robust guardrails that enforce regulatory requirements during the configuration and pricing stages.

For example, the system can be configured to automatically check a client’s jurisdiction or risk profile before allowing certain products or services to be included in the quote. This proactive compliance management is a critical feature for any regulated industry, ensuring that every quote generated by InvestGlass is fully compliant.

Advanced Pricing Logic for Complex Financial Products

Financial and wealth management products are notoriously complex, often involving tiered fees, performance-based pricing, and multi-currency calculations. The pricing engine within InvestGlass CPQ is specifically engineered to handle this level of intricacy.

It supports advanced logic, including nested bundles, interdependent discounts, and subscription-based models. CPQ also enables subscription pricing, allowing businesses to offer flexible, recurring billing and automated renewals. This is especially valuable for software as a service (SaaS) providers managing software licenses and subscription models. This capability allows sales teams to accurately price even the most bespoke financial solutions, giving them the confidence to present complex proposals without fear of error.

Key Features of a World-Class CPQ System

While the core Configure, Price, Quote functions are essential, the best CPQ systems offer a suite of advanced features that further empower the sales organisation. Leading software solutions streamline sales processes and improve quote accuracy by providing advanced capabilities such as buyer engagement tracking and analytics. InvestGlass incorporates these cutting-edge capabilities to deliver a truly world-class solution.

Guided Selling and Product Recommendations

A top-tier CPQ system acts as a virtual sales assistant. Through guided selling, the system asks the sales representative a series of intelligent questions about the customer’s needs and then recommends the most suitable products or services. Guided selling features enable sales teams to quickly generate quotes and customize products with minimal training, empowering them to operate efficiently and independently.

This is particularly useful for new or junior sales staff, allowing them to confidently sell complex offerings. Furthermore, the system can use predictive analytics to suggest up-sell and cross-sell opportunities based on the current configuration, directly increasing the average deal size.

Visual Configuration and Interactive Proposals

The ability to visualise a complex product or service package dramatically improves the customer’s understanding and confidence. InvestGlass CPQ supports visual configuration, allowing clients to see how their customisation choices impact the final product in real-time.

Interactive proposals, which can be viewed and signed digitally, further streamline the process. These modern, engaging documents replace static PDFs, allowing clients to accept or request changes directly within the document, accelerating the final sign-off.

Workflow Automation and Approval Management

The ‘Quote’ stage often requires internal sign-off from finance, legal, or senior management. A powerful CPQ solution automates this approval workflow, routing the quote to the correct stakeholders based on pre-defined rules (e.g., any discount over 15% requires manager approval). In addition, CPQ software integrates with and enhances the sales workflow, making it more standardized and efficient for sales teams.

This automation drastically reduces bottlenecks and ensures that quotes are approved and sent out promptly. The InvestGlass platform’s built-in automation-tools are leveraged here to create highly flexible and auditable approval chains.

CPQ in Action: How InvestGlass Solves Real-World Sales Challenges

To illustrate the tangible benefits of a modern CPQ system, let us consider several common sales challenges and how the InvestGlass platform provides a definitive solution. CPQ helps companies in industries like manufacturing, SaaS, and IT manage complex product configurations and subscription models, addressing these challenges and supporting revenue growth.

Challenge 1: Inconsistent Pricing Across Sales Channels

A global financial institution struggles with different sales teams in various regions offering inconsistent pricing for the same wealth management product. This leads to customer complaints and margin erosion.

The InvestGlass Solution: The InvestGlass CPQ centralises all pricing rules into a single source of truth. It automatically applies geo-specific taxes, regulatory fees, and regional discounts based on the client’s location and the sales team’s permissions. Every quote, regardless of the channel or representative, adheres to the established global pricing strategy.

Challenge 2: Slow Quote Generation for Bespoke Services

A private bank offers highly customised portfolio management services, where each proposal requires manual calculation of management fees, performance fees, and regulatory disclosures. This process takes two to three days, causing clients to explore competitors.

The InvestGlass Solution: The bank deploys InvestGlass CPQ. The sales representative uses the guided selling feature to configure the bespoke service package in under 15 minutes. The advanced pricing engine instantly calculates all complex fees and generates a compliant, branded proposal. The time-to-quote is reduced from days to minutes, significantly improving the client experience and increasing the bank’s win rate.

Challenge 3: Non-Compliant Product Bundles

A wealth manager accidentally sells a high-risk product to a low-risk client because the sales representative was unaware of a recent regulatory change. This results in a costly compliance breach.

The InvestGlass Solution: The InvestGlass CPQ system is updated with the latest regulatory rules. During the configuration process, the system checks the client’s risk profile (pulled from the crm-for-sales) against the product’s risk rating. If a mismatch occurs, the product is automatically blocked, and a compliance alert is raised, preventing the non-compliant quote from ever being generated.

CPQ Market Trends and Statistics (2025)

The CPQ market is experiencing significant growth, driven by the increasing complexity of B2B sales and the demand for digital transformation. Understanding these trends is key to justifying investment in a modern solution like InvestGlass.

Metric	Value	Source/Context
Market Value (2025)	USD 3.14 Billion	The global Configure, Price, Quote market value in 2025.
Projected Market Value (2030)	USD 6.62 Billion	Expected market size by 2030, showing rapid adoption.
Compound Annual Growth Rate (CAGR)	16.0%	The projected growth rate from 2025 to 2030.
Sales Cycle Reduction	28% Average	Reported reduction in sales cycle length after CPQ implementation.
Average Deal Size Increase	10% – 20%	Typical increase in average transaction value due to better up-selling and cross-selling.

Source: Mordor Intelligence, Market Growth Reports (2025 data)

These statistics underscore the vital role of CPQ in the modern sales stack. The robust growth rate confirms that businesses are rapidly adopting these solutions to gain a competitive edge. The documented increases in efficiency and deal size provide a clear financial justification for choosing a platform like InvestGlass. Additionally, CPQ solutions help organizations move prospects through the sales pipeline more quickly and reliably, reducing stalls and making deal progression more efficient.

Comparing CPQ Functionality: InvestGlass vs. Traditional Systems

When evaluating CPQ solutions, it is crucial to look beyond basic functionality. Traditional systems often lack the deep integration and industry-specific features that InvestGlass offers. The following comparison highlights the key differentiators, including advanced configuration rules that ensure quote accuracy by automatically considering product configurations, pricing, and discounts.

Feature	Traditional CPQ Systems	InvestGlass CPQ
Integration Model	Requires complex, costly integration with separate CRM.	Native, unified platform with CRM and sales-tools.
Compliance Focus	General compliance checks; often requires custom coding.	Built-in regulatory guardrails and financial services compliance logic.
Pricing Engine	Standard discounts, tiered pricing; often struggles with complexity.	Advanced logic for nested bundles, performance fees, multi-currency.
Configuration Rules	Limited or manual configuration rules, increasing risk of errors.	Automated configuration rules ensure quote accuracy by considering product configurations, pricing, and discounts.
Approval Workflow	Basic routing; often manual follow-up required.	Automated, auditable, and flexible workflow leveraging InvestGlassautomation-tools.
Data Source	Multiple, synchronised databases with risk of latency/error.	Single source of truth for client, product, and pricing data.
Deployment	Often lengthy, six-month+ implementation cycles.	Faster deployment due to unified architecture and pre-built financial templates.

This table clearly demonstrates the advantage of a unified platform. By eliminating the need for complex integration, InvestGlass reduces implementation risk and ensures that your CPQ system is always working with the most current and accurate data, while configuration rules further enhance quote accuracy.

Implementing InvestGlass CPQ: A Roadmap for Success

Adopting a new CPQ solution requires careful planning. The implementation of InvestGlass is designed to be streamlined, leveraging our deep experience in digital transformation for financial institutions. Integrating CPQ with CRM solutions streamlines workflows and improves sales efficiency, ensuring a seamless sales process.

Phase 1: Discovery and Configuration

The first step involves a detailed discovery of your current sales process, product catalogue, and pricing rules. Our team works with yours to map out all product dependencies and configure the pricing logic within the InvestGlass engine. Ensuring product data accuracy at this stage is critical for correct configuration and pricing. This phase ensures that the CPQ system accurately reflects your business model and compliance requirements.

Phase 2: Integration and Testing

While the InvestGlass platform is unified, this phase focuses on connecting the CPQ functionality to any necessary external systems, such as Enterprise Resource Planning (ERP) or core banking systems. CPQ cloud solutions are also designed to integrate seamlessly with CRM systems, enabling real-time data sharing and improved visibility across sales and customer information. Rigorous testing is performed to validate all configuration and pricing rules, ensuring 100% accuracy before launch.

Phase 3: Training and Deployment

Sales representatives, sales managers, and administrators receive comprehensive training on the new CPQ workflow. CPQ solutions enhance sales reps’ productivity, accuracy, and ability to close deals faster by streamlining manual tasks and providing guided selling tools. The training focuses on maximising the use of guided selling and interactive quoting features. Once training is complete, the system is deployed, and the sales team begins using the InvestGlass****CPQ for all new quotes.

CPQ ROI and Payback Period

Investing in Configure Price Quote (CPQ) software delivers a compelling return when you’re ready to modernize your sales process and drive sales efficiency like never before. By automating your configure price quote workflow, CPQ solutions empower your sales teams to generate accurate quotes faster, slash costly manual processes, and focus on what truly matters—building customer relationships and closing deals with confidence. Industry research shows that when you implement CPQ software, you’ll often achieve an average ROI of 200-300% within your first year, with many organizations realizing a payback period as short as 6 to 12 months at your fingertips. This rapid return happens because CPQ software eliminates manual errors that drain your resources, streamlines your approvals, and boosts your sales productivity—enabling your teams to handle more opportunities and close deals with greater speed and unwavering confidence. Ultimately, CPQ solutions don’t just increase your revenue—they reduce your operational costs, making them a smart investment when you’re looking to stay competitive and scale faster in today’s demanding market.

Customer Satisfaction with CPQ

Customer satisfaction drives every winning sales organization, and CPQ software delivers game-changing results that transform the entire customer experience. By empowering sales teams to deliver precise, lightning-fast, and highly personalized quotes, CPQ solutions build unshakeable trust and create lasting client partnerships. The numbers speak volumes: 85% of customers report dramatically higher satisfaction with the sales process when CPQ software powers their experience, thanks to the system’s ability to deliver tailored product recommendations and ensure every single quote perfectly aligns with each customer’s unique requirements. What’s more, CPQ software supercharges the sales cycle, enabling businesses to respond at breakneck speed to inquiries and slash quote generation time. This rapid responsiveness doesn’t just enhance the customer experience—it positions sales organizations as trusted partners who truly understand and anticipate what customers need before they even ask.

Configure Price Quote CPQ Best Practices

To unlock the explosive potential of your CPQ software, your sales organization needs to embrace these game-changing best practices throughout implementation and ongoing use. Start by clearly defining your business rules and product configuration requirements – this ensures rock-solid consistency and compliance across every single quote your team generates! Establish standardized pricing and discounting policies that become your secret weapon for maintaining margin integrity while making the quoting process incredibly simple for your sales teams. Seamless integration with your existing CRM and ERP systems is absolutely essential – you’ll eliminate tedious manual data entry and ensure your customer and product data stays accurate and up-to-date at all times. Ongoing training and support for your sales teams are critical game-changers that maximize adoption and skyrocket sales efficiency, while regular reviews and updates to your CPQ system ensure it evolves perfectly alongside your changing business needs and customer expectations. By following these proven best practices, your company will drive higher sales efficiency, maintain standardized pricing excellence, and deliver a superior customer experience that leads directly to increased customer satisfaction and bottom-line results.

H2: CPQ Process Optimization

Supercharging your CPQ process is the game-changer for sales organizations ready to unlock maximum value from their CPQ software investment. This transformation starts with a deep-dive analysis of your current sales process to eliminate bottlenecks, crush manual errors, and cut through unnecessary complexity. By deploying powerful automated workflows and harnessing cutting-edge data analytics, businesses can revolutionize quote generation, perfect pricing accuracy, and arm sales teams with real-time insights that reveal customer interactions and drive peak sales performance. Continuously fine-tuning your CPQ process ensures it stays perfectly aligned with your evolving business goals and customer demands, while slashing the risk of manual errors that can damage customer experience. The result? A masterfully optimized CPQ process that empowers your sales teams to deliver lightning-fast, precision-accurate quotes, elevate customer interactions, and drive unstoppable efficiency throughout your entire sales cycle.

The Future of CPQ: AI, Personalisation, and InvestGlass

The evolution of CPQ is moving towards greater intelligence and deeper personalisation. Artificial Intelligence (AI) and machine learning are beginning to play a significant role, and InvestGlass is at the forefront of this innovation. As a software tool, CPQ integrates with other business systems to maintain data consistency across a company’s infrastructure.

Predictive Pricing and Dynamic Discounting

Future CPQ systems will move beyond fixed rules to use AI for predictive pricing. By analysing historical sales data, client profiles, and market conditions, the system can suggest the optimal price and discount level for every unique deal, maximising both the win rate and the profit margin.

InvestGlass is already incorporating these AI-driven insights, using its comprehensive data from the crm-for-sales to inform better pricing decisions. This dynamic approach ensures that your pricing strategy is always competitive and profitable.

Hyper-Personalised Proposals

The next generation of CPQ will deliver proposals that are hyper-personalised not just in product configuration, but in content and presentation. The proposal will dynamically adjust its language, case studies, and visual elements based on the client’s industry, role, and known preferences. Integrated CPQ and CRM solutions also help deliver accurate price quotes tailored to each client, ensuring precision and real-time pricing updates.

This level of detail, powered by the unified data within the InvestGlass platform, transforms a standard quote into a compelling, client-specific sales document.

Conclusion: Empower Your Sales Team with InvestGlass CPQ

The complexity of modern sales demands a sophisticated, integrated solution. A powerful CPQ system is the key to unlocking sales efficiency, ensuring pricing accuracy, and delivering a superior customer experience. The market is growing rapidly, and businesses that fail to adopt this technology risk being left behind.

InvestGlass offers a distinct advantage with its unified, compliance-focused CPQ solution, perfectly tailored for the demands of financial services and complex B2B sales. By integrating Configure, Price, Quote directly into your CRM and sales-tools, we provide a single source of truth that empowers your team to sell faster, smarter, and with greater confidence.

Ready to transform your quoting process and accelerate revenue growth?

Discover the difference a unified CPQ solution can make.

Visit our pricing page to explore the options that fit your business needs, or better yet, book-a-demo with one of our experts today to see the InvestGlass CPQ in action. Stop losing deals to slow, inaccurate quotes and start closing them with speed and precision.

Frequently Asked Questions (FAQs) about CPQ

1. What is the primary function of a CPQ system?

The primary function of a CPQ system is to streamline and automate the process of generating accurate and professional sales quotes for complex or configurable products and services. It ensures that products are configured correctly, prices are calculated accurately based on all rules and discounts, and a polished proposal document is generated quickly.

2. How does CPQ integrate with a CRM system?

A CPQ system is designed to integrate seamlessly with a CRM (Customer Relationship Management) system, such as the InvestGlass platform. This integration allows the CPQ tool to pull real-time customer data, such as history, preferences, and risk profiles, directly from the CRM to inform the configuration and pricing of the quote, ensuring maximum personalisation and relevance.

3. What are the main benefits of implementing CPQ software?

The main benefits include a significant acceleration of the sales cycle, the elimination of pricing and configuration errors, an increase in the average deal size through guided up-selling and cross-selling, and a substantial improvement in the professionalism and speed of customer-facing proposals.

4. Is CPQ only for large enterprises with complex products?

While CPQ is essential for large enterprises with highly complex product catalogues (e.g., manufacturing, financial services), it is increasingly valuable for any business that offers customisable services, tiered pricing, or needs to maintain strict compliance. The efficiency gains delivered by CPQ benefit businesses of all sizes.

5. What is ‘Guided Selling’ within a CPQ system?

Guided selling is an intelligent feature within a CPQ system that assists sales representatives by asking a series of questions about the customer’s needs and then recommending the most suitable products, services, or bundles. This ensures that even less experienced sales staff can configure complex solutions correctly and efficiently.

6. How does InvestGlass CPQ ensure regulatory compliance?

The InvestGlass CPQ tool is built with a focus on financial and regulated industries. It incorporates compliance guardrails that check product suitability against client risk profiles, jurisdiction, and regulatory requirements during the configuration process. This prevents the generation of non-compliant quotes, protecting the business from costly penalties.

7. Can CPQ handle subscription-based pricing models?

Yes, modern CPQ solutions, including InvestGlass CPQ, are designed to handle complex, recurring revenue models. They can manage subscription terms, renewal pricing, usage-based fees, and co-terminus contracts, ensuring accurate billing and revenue recognition from the initial quote.

8. What is the difference between CPQ and standard quoting software?

Standard quoting software is often a simple document generation tool. CPQ is far more comprehensive, encompassing the entire process: Configuration (enforcing rules and dependencies), Pricing (applying dynamic, complex pricing logic), and Quoting (generating the final, professional document). It is an intelligent system, not just a template generator.

9. How does CPQ help in increasing average deal size?

CPQ increases average deal size primarily through guided selling and automated recommendation engines. By analysing the current configuration and client data, the system suggests relevant up-sell or cross-sell products that the sales representative might otherwise overlook, ensuring all potential revenue is captured.

10. How can I get started with InvestGlass CPQ?

To get started with the InvestGlass CPQ solution, we recommend visiting our pricing page to review the options, or scheduling a personalised consultation. The fastest way to see the platform’s capabilities is to book-a-demo with an InvestGlass expert who can tailor the demonstration to your specific business challenges.