CPQ in IT & Software Sales

Customers expect IT solutions that fit like a glove, offers they can rely on, and pricing that's fully transparent. CAS Merlin CPQ brings clarity to even the most complex configurations, helping your sales team to work efficiently, precisely, and reliably โ€“ whether it's software packages, modular services, or fully customized IT solutions.

Centralized data, digital processes and automated workflows speed up quote creation, freeing up time for strategic customer care. This means you're not just delivering tailor-made solutions โ€“ you're also building trust and satisfaction, while tapping into new business potential in the fast-moving IT and software market.

With CAS Merlin CPQ, you bring together efficiency, quality and customer centricity in one seamless process โ€“ from the very first customer contact right through to a successful close. The result: quotes that are faster, error-free and perfectly tailored to your customers.

What are the benefits of CPQ in IT & software sales?

Fast response times in sales

Create complex quotes reliably, precisely and โ€“ above all โ€“ faster than the competition. Automated calculations minimize errors and follow-up questions.

Precision-fit solutions for every customer

Configure custom combinations of licensing and usage models, services, support and service levels โ€“ all in just a few clicks.

Sales that scale

New sales staff get up to speed faster, while reliance on specialized knowledge decreases. You can grow without the workload growing at the same rate.

Consistent pricing and margin control

Centralized discount logic and clear approval workflows prevent uncontrolled price reductions, keeping margins stable and giving you greater control over your sales.

Faster iterations in the sales process

Adjust quotes in seconds, so your customers can decide faster.

Professional, easy-to-understand quotes

A structured presentation of modules, prices and options helps customers quickly understand their choices โ€“ speeding up decisions and boosting your close rate.

CAS Merlin CPQ as the foundation for efficient IT & software sales

Structure and standardization in the quoting process

IT and software quotes often consist of a wide range of components โ€“ from licenses to consulting and service offerings. CAS Merlin CPQ brings structure to this complexity.

Services, software and licenses are configured using a rule-based system and offered only in commercially and technically valid combinations. Standardized quoting logic ensures that every member of your sales team works from the same foundation. This significantly reduces the coordination effort between sales and product management โ€“ while improving quote quality.

Efficiency and speed in IT sales

Manual calculations, individual quote layouts and building templates for quotes and services all cost time and tie up valuable resources. Tasks that could easily be standardized end up occupying skilled specialists, slowing down the entire sales process. With CAS Merlin CPQ, hourly rates, effort and license prices are calculated automatically and combined into a single, consistent quote structure.

With fewer follow-up questions and revision cycles, quotes come together faster, can be adjusted precisely and evolve consistently over time. This sigificantly reduces turnaround times and helps your sales team stay professional and responsive โ€“ even at high quote volumes.

Scalability and transparency for licenses and services

Growing IT portfolios place high demands on pricing logic, traceability and control. CAS Merlin CPQ ensures consistent calculations across every type of quote โ€“ from licensing models to service packages, maintenance, support and managed services.

All prices and effort are documented transparently and remain traceable at any time โ€“ for sales, finance and management alike. This keeps sales scalable and commercially manageable even as your product portfolio grows โ€“ and significantly reduces your time to market.

A seamless, transparent sales process

CAS Merlin CPQ brings every step of the quoting process together in one centralized system. Sales staff work with consistent data, clearly structured information and full transparency over the content, status and versions of every quote.

This creates confidence throughout the sales process, eliminates information silos and lays the groundwork for close integration with CRM, ERP and other systems. The result is an efficient, end-to-end quoting process โ€“ from the first customer interaction to a closed deal.

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