The future is full of hybrid deals: products and services sold together as a solution. Offering such solutions adds a fair bit of complexity to your business. On the strategy slide, product companies expanding to offer related services makes sense. Stop selling only...
What to Expect When Rolling Out Configure, Price, Quote SoftwareA CPQ implementation is the process of translating your product knowledge, pricing strategy and approval policies into a system that can configure, price and quote products or services accurately.It also...
It's 4:45 on a Friday, and Mia has one thing standing between her and a closed deal: a renewal contract. She's in Salesforce, looking at the opportunity. The terms are agreed. The customer is ready to sign. All she needs is the contract generated with the right terms,...
Fintech Document Automation When Regulation Changes, Who Actually Changes Your Documents? Most financial technology “fintech” organizations have already automated document generation. They're no longer manually creating loan agreements, disclosures, account...
