Accelerating the Sales Cycle with DriveWorks CPQ

If you’ve ever dealt with slow quoting, manual data entry, or back-and-forth between sales and engineering, you know how easily the sales process can get bogged down. In this post, we’ll look at how DriveWorks CPQ helps simplify that process by making it easier to configure products, price them accurately, and get quotes out the door faster.

What is DriveWorks CPQ?

DriveWorks CPQ (Configure, Price, Quote) is an automation platform designed to streamline the sales process for configurable and custom products. It enables users to configure products, apply pricing rules, set discounts, and quickly generate accurate quotes from a centralized, rules-driven interface.

By automating repetitive tasks, such as manual data entry and quote creation, DriveWorks helps reduce bottlenecks, minimize errors, and free up engineering and sales teams to focus on higher-value work. It’s especially useful for handling complex pricing models and products that would otherwise require deep technical knowledge.

According to PwC, companies using CPQ solutions can reduce their sales cycle times by up to 60% and increase revenue by as much as 15%. DriveWorks CPQ contributes to these gains by improving data accuracy and streamlining collaboration across departments.

An Interactive and Guided User Experience

DriveWorks CPQ offers a fully customizable user interface with interactive, real-time 3D product configuration. Users can adjust dimensions, replace components, and interact directly with models, all within a web browser.

Guided selling tools walk users through the configuration process step by step. Built-in logic, such as minimum/maximum values and compatibility rules, guarantees that each selection complies with engineering standards. This not only simplifies the buying process but also ensures that every configuration is ready for production.

Automating Workflows to Improve Efficiency

Workflow automation is a core capability within DriveWorks CPQ, enabling the creation of rule-based, event-driven processes such as approvals and quote generation. DriveWorks also supports conditional logic to automatically trigger actions, like sending emails with attached documentation or updating records. This greatly reduces manual steps, making processes faster and more reliable.

These workflows are fully customizable, giving organizations the flexibility to tailor automated tasks to their unique requirements.

Access from Anywhere

DriveWorks CPQ can be hosted either locally or online. Web hosting enables full functionality across devices, including mobile, giving users access to the configurator from anywhere. This is especially useful for remote teams and field sales representatives who need on-the-go access.

Reliable Document Generation

One standout feature of DriveWorks is how easily it can automatically generate documents, such as BOMs, quotes, shipping manifests, and spec sheets. It also supports popular formats, including Word, Excel, XML, HTML, PDF, and more.

Users have full control over the design and layout of these documents. Additional tools are available for merging files, adding watermarks, and customizing templates for different audiences, ensuring that all documentation is clear and consistent.

Seamless Integration

DriveWorks CPQ is built to work with whatever system serves as your organization’s source of truth. It integrates with PLM, CRM, ERP, and database systems to support consistent data exchange across platforms. There are also pre-built connectors for systems like Salesforce and Syspro that can streamline integration efforts, but DriveWorks can be configured to integrate with virtually any system your business uses.

Overview and Scalability

DriveWorks CPQ is a scalable, rules-driven automation platform that connects sales and engineering, enhances collaboration, and reduces manual workload. With capabilities like 3D product visualization, automated workflows, and robust integration, it supports efficient end-to-end configuration and quoting for even the most complex products.

DriveWorks is available in three editions, Xpress, Solo, and Pro, offering scalable functionality for varying levels of complexity and automation. For more details, check out our blog post Compare DriveWorks Packages: Features in DriveWorksXpress, Solo & Pro.

Note: Advanced features, like web-based 3D configuration and system integration, are available only in DriveWorks Pro.

Learn More in Our On-Demand Webinar

If you’d like to see DriveWorks CPQ in action and explore the capabilities covered in this blog, be sure to watch our on-demand webinar, which covers practical examples of how DriveWorks CPQ can be used to automate quoting, improve product configuration, and streamline workflows across departments.

WATCH NOW

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