Vendor Selection Checklist for Sales and Product Configurators

Choosing the right sales and product configurator is daunting. Complex products, services, and processes can contain hundreds of thousands of possibilities. To be effective, your sales and product configurator solution needs to have at least four key characteristics, including the flexibility to model your products and processes. Discover how to get the best configurator vendor and how to make the most of implementation.

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Market Landscape Report: Configure, Price, Quote (CPQ) Solutions

  • Source:
  • Written By: Ted Rohm
  • Published: October 7 2014
In today’s era of increasingly complex product configurations, configure, price, and quote (CPQ) solutions do more than create accurate and professional sales quotes: they can open the door to significantly increased sales and revenues. Learn more about CPQ, including CPQ basics, benefits, functionality, market trends, and vendor landscape. Read More

Market Landscape Report: Configure, Price, Quote (CPQ) Solutions

  • Source:
  • Written By: Ted Rohm
  • Published: October 7 2014
In today’s era of increasingly complex product configurations, configure, price, and quote (CPQ) solutions do more than create accurate and professional sales quotes: they can open the door to significantly increased sales and revenues. Learn more about CPQ, including CPQ basics, benefits, functionality, market trends, and vendor landscape. Read More

Case Study: Cleaver-Brooks Makes Quotes for Complex Boilers in 15 Mins Flat

In the early 2000s Cleaver-Brooks, a complete boiler room solutions provider, realized it had a problem: sales quotes were inconsistent, error-prone, and time consuming to create, given how incredibly complex its products were. The company tried a distributable product selection and an online ordering system, both of which failed to take off. In 2005, Cleaver-Brooks adopted CallidusCloud’s CPQ (Configure Price Quote) and saw its quote generation process reduced from 4 hours to just 15 minutes. Read the case study. Read More

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Job Scheduling Evaluation Checklist

When buying a job scheduling solution, you should gather as much information as possible to make an objective comparison of competitive products’ key capabilities. Seek out customer references, analyst recommendations, and press articles to supplement vendor marketing materials. And to make sure you don’t miss any important evaluation criteria, benchmark the functions of job-scheduling software with a detailed checklist. Read More

How Flakeboard Aligned Its Multisite Organization by Applying TEC's Evaluation and Selection Methodology

  • Source: Technology Evaluation Centers
  • Written By:
  • Published:
Flakeboard's enterprise resource planning (ERP) system could not communicate effectively amongst its global sites. To address this challenge, and to manage growth, the company worked with Technology Evaluation Centers (TEC) to perform a detailed comparison of vendors' solutions. Read more about how TEC's expertise helped Flakeboard reduce the costs, risks, and time involved in the vendor selection process. Read More

5-step CRM Software Selection Guide: A Pragmatist’s Guide to CRM Software Selections

Selecting a new enterprise customer relationship management (CRM) solution is an undertaking that requires careful planning and managed execution. And in fact, there are a number of common mistakes that organizations make. Failing to execute the selection process in an objective and structured fashion can be an expensive financial mistake—as well as a fatal hit to your professional reputation. Read More
 
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