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Workbooks Adds CPQ Capabilities To Its CRM Suite

Type: #PR

Greater accuracy and speed, a more streamlined sales process and increased sales efficiency.

Reading, October 1st 2020 — Workbooks, the cloud-based CRM and marketing automation vendor, today announces the launch of Workbooks CPQ, a powerful and flexible module for quick and easy configuring, pricing and quoting of products and services.

Workbooks CPQ is a new module in the Workbooks Suite and incorporates technology from Xait CPQ (previously BlueprintCPQ), a market leading cloud vendor of Configure, Price, Quote software. Workbooks CPQ is fully integrated into the Workbooks platform, enabling sales teams to manage complex pricing and configuration from Opportunities, Quotations or Order records within Workbooks CRM.

Kevin Geraghty, Head of CPQ Practice and Managing Director of XaitCPQ comments: “Partnering with Workbooks to embed our market-leading CPQ solution and our powerful and flexible rules-based engine within Workbooks CRM is about significantly enhancing the whole sales management process for Workbooks users.”

A large proportion of sales team’s time is being spent in generating quotes, proposals and gaining approvals – time they are not spending with customers. That process can dramatically be reduced with the implementation of Workbooks CPQ. Sales teams can qualify enquiries, can build quotations and manage the sales cycle all within Workbooks CRM, streamlining the entire process.

John Cheney, CEO of Workbooks adds: “With Workbooks CPQ, complicated product configurations and pricing challenges are a thing of the past. Sales team are able to generate quotes for orders quickly and accurately and close deals faster. Quotes produced with Workbooks CPQ are automated according to pre-configured rules, ensuring error-free pricing that takes into accounts quantities, discounts, customisations, products options etc. With such capabilities, customers can establish stronger standardisation and consistency across their sales process, increase efficiency and revenues and decrease costs – a perfect addition for our mid-market audience looking to optimise their operations. ”

SAV Systems, a leading UK provider of energy-efficient heating & ventilation solutions has already embraced Workbooks CPQ. Soren Ellegaard, Business Intelligence Manager at SAV Systems explains: “Our excel-based in-house built CPQ system was becoming impossible to manage and maintain. After a review of the leading CPQ solutions on the market, we decided to select Workbooks CPQ. The powerful and extremely flexible cloud-based solution could accommodate our complex needs well, with the added bonus of being fully integrated within our CRM platform. All the information contained in CRM is automatically populated within the quote – saving the team manual entry time. There is no room for errors with a simple but carefully crafted step-by-step configuration process. Approval of quotes is automated and quotes go straight to customers via CRM – making the process of quoting very easy for our teams. In the future, we are planning to go one step further and push quotes to our ERP system, once a quote has been turned into an order – making the overall sales process even quicker and sleeker.”