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Quote-to-Cash vs CPQ — how to correctly interpret these terms and make them work for your business

PandaDoc

In reality, the Q2C stage can be preceded by a variety of marketing activities resulting in sales opportunities and followed by post-sale activities that may include efficiency analysis, cross/upsell planning, and process improvements. Price : Establish pricing based on the configuration and customer.

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How to boost sales strategy with a deal desk

PandaDoc

Their cross-functional expertise enables them to create proposals tailored to customers’ needs. A deal desk identifies upsell and cross-sell opportunities for existing customers by analyzing past deals and current contracts, and tracking renewal dates. See also How to close the sales cycle with sales battle cards 2.

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Quick guide to hassle-free CPQ implementation

PandaDoc

If you sell complex, configurable products online, you will almost inevitably come to the realization one day that you need to add a CPQ tool to your software toolkit. Make every voice heard Since any CPQ software is essentially cross-departmental, make sure that your list of requirements goes beyond just the functional ones.

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CPQ: What it is and Why You Need it

Sales Hacker

Sales teams often struggle with configuration of price quotes when dealing with complex products or services or large product catalogs. And these manual processes take sales reps away from their most important activity: selling. Whether purposefully or by accident, sales reps often deviate from pricing and discounting guidelines.

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Does your organization need an identity resolution platform?

Martech

Is your organization’s data governance practices in compliance with the EU’s GDPR or the CCPA ? Resolving customer identities should create new cross-sell and upsell opportunities because your marketing team will know more about your customers. Are we in compliance with CCPA, GDPR and other data privacy regulations?

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Essential CPQ strategies to boost your sales cycle

PandaDoc

Sales reps face a variety of challenges in their day-to-day work, from managing customer expectations and navigating complex pricing structures to juggling multiple deals at once. But that would not happen if you effectively use a configure price quote (CPQ) solution. See also What is CPQ (Configure, Price, Quote)?

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An Insider’s Guide to Convertible Debt vs. Equity

SaaStr

All that matters is investing in great companies at a fair, stage-appropriate price, right? He canceled the stock option plan and outstanding grants to change the effective price. As a VC/investor, sometimes I can get a slightly better net deal on price at least. Limited / no / bad corporate governance. Or whatever.

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