In this episode of the Transform Sales Podcast: Sales Software Review Series, David Menjura and Miranda Powell talked about how sales teams and revenue leaders at B2B service companies can use Experlogix CPQ to simplify and automate complex quoting processes.
Today, many B2B service companies face challenges when it comes to quoting. Processes are often slow, error-prone, and overly complicated, costing businesses time, trust, and lost deals. Experlogix CPQ offers a clear solution by integrating directly with CRM and ERP systems, enabling faster, more accurate quoting that helps companies boost sales and eliminate human errors.
When it comes to simplifying and automating complex quoting for service companies, what alternatives were your customers most often using before buying your software?
Before adopting Experlogix CPQ, sales teams and revenue leaders at B2B service companies commonly relied on:
- Franken-sheets (complex Excel spreadsheets): Many organizations used massive, complicated Excel files filled with pricing, configurations, discounts, and inventory tabs.
- Disparate point solutions: Different tools for quoting, 3D product visualization, and inventory management, none of which were fully integrated.
- Manual workflows: Heavy reliance on tribal knowledge, email chains, and IT teams to configure and price quotes correctly.
These alternatives were not scalable and often led to bottlenecks, errors, and lost revenue opportunities.
What challenges were your customers running into that your software helped them overcome?
Sales teams and revenue leaders at B2B service companies faced significant problems with these traditional approaches:
- Slow time-to-quote:
- It often took days to assemble a quote because teams had to manually collect data from various sources.
- Sales cycles were longer because prospects had to wait, leading to lost deals to faster competitors.
- Frequent quoting errors:
- Manual data entry and reliance on outdated spreadsheets resulted in misquotes, incorrect pricing, or wrong product configurations.
- These mistakes hurt credibility, created customer distrust, and sometimes resulted in costly errors for the business.
- Knowledge bottlenecks:
- A small group of “spreadsheet gatekeepers” held critical quoting knowledge.
- If they left the company or were unavailable, quoting came to a halt, putting sales at risk.
Experlogix CPQ eliminates these risks by automating the quoting process, centralizing information, and guiding sales reps through accurate quote creation.
What are the key features of Experlogix CPQ that help overcome the simplify and automate complex quoting challenges?
How Experlogix CPQ Overcomes Slow Time-to-Quote
Situation: Sales teams need to deliver accurate quotes faster to close deals and shorten the sales cycle.
Problem: Traditional quoting methods using spreadsheets and manual systems delayed responses and slowed down revenue.
Solution:
- Experlogix CPQ integrates directly with CRM and ERP systems.
- Users can pull real-time pricing, product details, and contract terms into a quote in minutes.
- Automated workflows guide sales reps step-by-step, reducing quoting time by up to 95%.
How Experlogix CPQ Overcomes Frequent Quoting Errors
Situation: Sales teams must ensure that complex quotes are accurate and aligned with customer expectations.
Problem: Errors from manual entry and disconnected systems lead to lost trust, disputes, and costly mistakes.
Solution:
- Dynamic pricing rules and validation checks prevent misquotes.
- Suggested add-ons and cross-sell opportunities are built into the quoting process.
- Proposals are automatically generated with correct branding, terms, and conditions, ensuring professionalism every time.
How Experlogix CPQ Overcomes Knowledge Bottlenecks
Situation: B2B service companies need quoting processes that don’t depend on a few individuals.
Problem: Institutional knowledge locked in individual spreadsheets creates business continuity risks.
Solution:
- Centralized configuration and pricing logic ensure that all sales reps access the same accurate information.
- Guided selling paths make it easy for new hires to create complex quotes without extensive training.
- Integration with CRM systems like Salesforce and Microsoft Dynamics ensures information is updated and available across the organization.
What tasks, deliverables, and/or people need to be involved in setting up your software for this job to be done and how long does it typically take to reach full productivity?
To successfully implement Experlogix CPQ and reach full productivity, B2B service companies should prepare by aligning key strategic and technical resources:
- Key Processes and Assets:
- Defined product catalogs, pricing rules, and discount policies.
- Clean CRM and ERP data ready for mapping.
- Personnel Involved:
- IT teams for integrations and field mappings.
- Product managers for setting up configurations and bundles.
- Sales operations teams for designing guided selling flows.
- Integration and Scalability:
- Experlogix CPQ integrates natively with Microsoft Dynamics ERP/CRM and Salesforce CRM.
- Scalability options allow teams to expand use across new divisions, add more products, and automate document generation.
- Implementation Approach:
- Companies can choose a hybrid or full-service implementation.
- Experlogix offers onboarding managers, account managers, and optional managed services.
- Typical Timeline:
- Smaller implementations: 1–2 months.
- Mid-sized deployments: 3–6 months for full optimization.
- Typical Costs:
- SaaS license pricing is per user, with volume-based discounts.
- Implementation fees depend on the complexity but are flexible based on internal team support.
What KPIs should sales teams and revenue leaders at B2B service companies use to evaluate their success with Experlogix CPQ, and what quantifiable outcomes can they expect?
To evaluate success, sales teams and revenue leaders should focus on the following KPIs:
- Time-to-Quote Reduction:
- Target: Reduce quoting time by 90–95%.
- Impact: Faster response times help win deals against slower competitors.
- Quote Accuracy:
- Target: Achieve 99% or greater quoting accuracy.
- Impact: Minimize customer disputes, build trust, and prevent costly fulfillment errors.
- Average Order Value Growth:
- Target: Increase cross-sell and upsell rates by 30–50%.
- Impact: Higher revenue per deal without adding new sales resources.
- Sales Cycle Duration:
- Target: Reduce the average time to close by 20–30%.
- Impact: Faster sales velocity means more deals closed in less time.
- Error Rate Reduction:
- Target: Decrease quoting and configuration errors by at least 90%.
Experlogix CPQ customers have reported dramatic improvements across these metrics within 3–6 months of full deployment.
To learn more about Experlogix CPQ or see it in action, visit CloudTask Marketplace listing for Experlogix and request a demo. You can also explore other CPQ solutions, CRM integrations, and quote-to-cash platforms through our curated marketplace.
Conclusion
Experlogix CPQ stands out as a leading solution for sales teams and revenue leaders at B2B service companies that need to simplify and automate complex quoting processes. Unlike traditional spreadsheets, disconnected systems, or general quoting tools, Experlogix CPQ provides an integrated, scalable, and highly accurate quoting experience that transforms the way teams sell.
By reducing quote times, minimizing errors, empowering sales reps, and increasing order value, Experlogix CPQ delivers clear, measurable ROI. Whether your company is stuck using “Franken-sheets” or struggling with tribal knowledge risks, Experlogix offers a future-proof path to quoting excellence.
Explore Experlogix CPQ today to speed up your quoting process, boost customer confidence, and close more deals faster.
Ready to transform your quoting process? Check Experlogix CPQ on the CloudTask Marketplace and book your free discovery session.
