The CPQ Blog

DIY CPQ: The Self-Service Revolution or a Risky Endeavor?

Written by Magnus Fasth | Oct 16, 2023 6:00:00 AM

"Remember the last time you confidently assembled that IKEA shelf, only to find a leftover screw?"

We've all embraced the DIY approach in various facets of our lives, finding a sense of achievement when we successfully navigate the complexities. But when it comes to the realm of Configure, Price, Quote (CPQ) solutions, does the DIY mindset bring about empowerment or just pave the way for pitfalls?

The Allure of Autonomy: Understanding DIY CPQ

Gone are the days of waiting on hold for a sales rep or navigating the labyrinth of corporate sales structures. DIY CPQ rides the wave of self-service, empowering users to craft their own quotes with precision, all while basking in the glow of autonomy.

The Undeniable Perks

  1. Flex Your Independence Muscles: With DIY CPQ, users become masters of their destiny. The configuration process morphs into an exploratory journey, enabling businesses to tweak and tailor to their heart's content.

  2. Cut the Chatter: Speed is of the essence. The immediate gratification of real-time configurations trumps the tiresome ping-pong of traditional communications. What's more, the digital nature of DIY CPQ assures 24/7 accessibility.

  3. Trimming Down the Bills: By sidelining the middlemen, operational costs see a significant nosedive.

Treading on Thin Ice: The Hurdles Ahead

Yet, like that IKEA shelf, there's always a possibility of that misplaced screw. A DIY approach, while enticing, comes with its share of challenges.

  1. Drowning in Options: The paradox of choice strikes hard. With a plethora of options at their disposal, users might feel like a kid lost in a candy store, leading to potential decision paralysis.

  2. Errors Lurking in the Shadows: A self-service approach, without proper guidance, leaves room for missteps. An oversight in configuration could cascade into bigger problems down the line.

  3. The Human Touch: Let's face it – robots and algorithms can't replace the warmth of human interaction. For some clients, the nuances of negotiation and relationship-building are irreplaceable.

Navigating the DIY CPQ Waters

Given the challenges, it’s essential to strike a delicate balance to ensure DIY CPQ is more boon than bane.

  1. Sleek and Intuitive: An interface that feels like second nature is paramount. Clear instructions, paired with tutorials, can turn novices into configuration experts in no time.

  2. Behind the Scenes Magic: While users enjoy their newfound autonomy, the system's backend should be the unsung hero – smartly guiding, offering feedback, and eliminating errors.

  3. Being There, Without Being There: Just because it’s DIY doesn't mean leaving users in the lurch. Access to support resources ensures they're never truly alone on this journey.

To DIY or Not to DIY?

While DIY CPQ shines with its promise of autonomy and efficiency, it's not devoid of pitfalls. But with proper implementation, it can truly revolutionize the way businesses approach configurations and quotes.

Like that IKEA shelf, when done right, it stands strong, serving its purpose, with no screws left behind.