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How Customers Streamlined Sales with CPQ

Yagna IQ's intelligent CPQ solution helped enterprises simplify complex product configurations, automate pricing approvals, and deliver accurate quotes in minutes. Customers reduced manual quote errors by 95% and shortened sales cycles by 30%.

Businesses also achieved a 15% boost in deal closures, gained real-time sales visibility, improved team collaboration, and built a scalable foundation for growth.

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Industry: Enterprise Technology / SaaS

Solution Area: Configure-Price-Quote (CPQ)

Background: Challenges Faced by Customers

Yagna IQ provides advanced CPQ solutions to enterprise customers across multiple industries, including manufacturing, SaaS, and financial services. Many customers faced significant operational challenges in managing complex sales processes:

  1. Sales reps spent 2–3 hours per quote manually calculating discounts, leading to delays.
  2. Complex product configurations caused frequent errors, requiring rework and approvals.
  3. Non-standard discount approvals delayed deal closures by several days.
  4. Limited visibility into pipeline and revenue forecasts hindered planning.

“Before Yagna IQ, generating quotes was slow, error-prone, and frustrating for both sales and operations teams.”

Sales Manager, Leading SaaS Provider

Objectives: What Customers Wanted to Achieve

  1. Automate quote generation to reduce errors and accelerate approvals.
  2. Simplify product configuration for multi-option and complex products.
  3. Standardize pricing and discount workflows to ensure compliance.
  4. Improve collaboration between sales, finance, and operations.
  5. Gain actionable insights through reporting and analytics.
  6. Ensure scalability to support growth and new products.

Solution: Yagna IQ’s CPQ Implementation

Yagna IQ delivered a customized CPQ platform integrated with customers’ CRM and ERP systems.

Key Features:

  1. Dynamic Product Configuration
    1. Guided selling ensured valid product combinations.
    2. Supported multi-level options and add-ons.
  2. Automated Pricing & Discounts
    1. Real-time calculations for regional pricing, volume discounts, and promotions.
    2. Configurable approval workflows for non-standard pricing.
  3. Fast, Accurate Quote Generation
    1. Professional quote templates allowed quotes to be generated in minutes instead of days.
    2. CRM integration ensured accurate tracking and follow-up.
  4. Analytics & Reporting
    1. Dashboards displayed quote conversion rates, margins, and revenue forecasts.
    2. Enabled data-driven decisions for operational and strategic improvements.
  5. Scalability
    1. Easily configurable to add 50+ new SKUs or expand to new geographies without manual work.

Implementation Approach

The rollout for customers followed a three-phase approach:

Phase 1: Assessment & Design – Analyzed existing quoting processes and identified inefficiencies.

Phase 2: Development & Integration – Customized CPQ platform and integrated with CRM/ERP.

Phase 3: Testing & Adoption – Pilot testing with key sales teams and training for smooth adoption.

Lessons Learned:
  1. Clear configuration rules and approval workflows are key to success.
  2. Training sales teams early ensures faster adoption.
  3. Integration with CRM and ERP minimizes workflow disruptions.

“The implementation was straightforward, and our team adapted quickly. Within a few weeks, we were generating quotes efficiently and accurately.” – Operations Lead, Manufacturing Client

Before & After Workflow

Step Before CPQ After CPQ
Quote Generation 2–3 hours per quote Minutes per quote
Manual Errors High – frequent rework 95% reduction in errors
Sales Cycle Duration Several days/weeks 30% faster
Approval Process Multiple manual approvals Automated approvals with rules
Sales Team Focus 50% Admin / 50% Selling 80% Selling / 20% Admin

Results: Measurable Customer Impact

  1. Quote Generation Time: Reduced from days to minutes
  2. Error Reduction: Manual errors dropped by 95%
  3. Sales Cycle: Shortened by 30%, accelerating revenue recognition
  4. Sales Productivity: Teams spent more time selling
  5. Forecast Accuracy: Improved with standardized pricing and automated reporting
  6. Revenue Impact: Faster cycles and accurate quotes led to higher deal closure rates (+10–15% increase)

Key Takeaways for Customers

  1. CPQ automation drastically reduces errors and accelerates sales cycles.
  2. Guided configuration ensures valid, optimized product combinations.
  3. Integration with CRM/ERP creates seamless workflows.
  4. Real-time analytics enable data-driven decisions.
  5. Scalable architecture supports future growth and product expansion.

Conclusion

Yagna IQ’s CPQ solution enabled customers to generate accurate quotes in minutes, reduce errors by 95%, shorten sales cycles by 30%, and increase deal closures by 10–15%. By addressing real customer pain points, automating complex processes, and providing actionable insights, Yagna IQ helped its customers boost productivity, revenue predictability, and competitiveness, making CPQ an essential tool for modern sales operations.