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5 Proven Strategies to Get Your Sales Team Onboard with CPQ

It's not just about having the right tools – it's about wielding them effectively.

A stellar CPQ system can reshape your sales process, but its magic truly unfurls only when your sales team uses it consistently and confidently. Convincing seasoned sales pros to adopt a new tool might seem like pushing a boulder uphill, but with the right strategies, it can be a downhill glide. Here's how.

1. Personalized Training Sessions:

  • Why: Every salesperson is unique. Their apprehensions, learning curves, and tech familiarity vary.
  • How: Organize training sessions segmented by proficiency levels. Offer hands-on workshops, regular Q&A sessions, and even one-on-one coaching if needed. The aim? Make CPQ familiar, friendly, and a go-to tool for every team member.

2. Showcase Tangible Benefits:

  • Why: Salespeople are result-driven. They need to see concrete benefits.
  • How: Share success stories where CPQ made a difference. Highlight instances of faster quote generation, enhanced deal size through upselling/cross-selling, and improved conversion rates. When they see the wins, they'll want in.

3. Integrate with Existing Tools:

  • Why: No one likes juggling multiple tools. The smoother the transition, the better.
  • How: Ensure your CPQ integrates seamlessly with the CRM or any other tool the team already uses. This reduces resistance as salespeople don’t need to drastically alter their workflows.

4. Establish CPQ Champions Within the Team:

  • Why: Peer validation often trumps external endorsements. Having champions within the team can drive adoption much faster.
  • How: Identify early adopters of CPQ who are enthusiastic about its benefits. Encourage them to share their experiences, tips, and tricks during team meetings. Their real-world examples of success with CPQ can inspire others to embrace the tool.

5. Provide Continuous Support & Feedback:

  • Why: Transitioning to a new tool can have its hiccups. Continuous support ensures no one feels left in the lurch.
  • How: Set up a dedicated CPQ helpdesk or hotline. Encourage feedback, address concerns promptly, and continuously refine the training process based on user feedback.

In a nutshell, the key to successful CPQ adoption by your sales team lies in a blend of tailored training, tangible success showcases, seamless integration, competitive fun, and unwavering support.

The world of CPQ awaits – ensure your team is ready and eager to dive in!

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Ready to learn more? Check out the online ebook on CPQ with the possiblity to book a CPQ introduction with Magnus and Patrik at cpq.se