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Cybersecurity Leader Netsurion Enhances Partner Program to Accelerate Channel Sales

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Cybersecurity Leader Netsurion Enhances Partner Program to Accelerate Channel Sales

Netsurion Expands Cybersecurity Focus in Europe

Innovative Pricing and Partnership Models Offer Easy On-ramps to New Channel Partners

Netsurion, a leading provider of Managed XDR, announced enhancements to its longstanding channel partner program for MSPs, MSSPs and VARs, including greater financial rewards for partners who drive new business, a flexible partnership model designed to incentivize growth, and a new name that reflects the company’s commitment to enabling partner success, the Netsurion Npower Partner Program.

“We continue to realize significant returns on our channel-first strategy. Last year, partners continued to drive growth, and we are building on that success with our growth-oriented program changes,” said Marco Albano, vice president of Channel. “What doesn’t change is our strong partner enablement, including expert training, technical support, sales assistance and joint marketing to help our partners grow their business.”

Netsurion already empowers hundreds of managed service providers (MSPs) and managed security services providers (MSSPs) to deliver Netsurion’s award-winning Managed XDR solution to businesses of all sizes. And now, the addition of a reseller program, we are opening up opportunities for different partnerships.

Read More: VMware Selects Renewtrak For Global Customer Retention And Growth

The new Netsurion Npower Partner Program adds two important elements designed to accelerate their channel growth, an Authorized Partner tier ideal for Value-Added Resellers (VARs) and MSPs just entering the security services market and a more flexible, consumption-based pricing model.

The new Authorized Partner tier, which complements the existing Advanced Partner tier, makes it easier for resellers and MSPs to start their journey with Netsurion without making a large upfront cash and resource outlay. By basing costs on actual deployments, the new pricing option enables partners to start small and build up their cybersecurity offering while protecting customers against ransomware, insider attacks, zero-day threats and more.

“Cybersecurity is such a broad space that requires expertise in perimeter security, endpoint security, email security and much more. With Netsurion’s managed services, we can trust we have specialists constantly monitoring, detecting, and responding to the toughest threats, enabling us to focus our expertise on the full cybersecurity posture of our clients,” said Jason Arabian, chief strategy officer of CMIT Solution of Central Rhode Island.

Read More: SalesTechStar Interview with David von Rothenburg, VP Sales and Alliances at Pitcher

All partners can take advantage of:

  • Personalized Partner Portal with easy access to deal tracking and sales materials
  • Online deal registration to protect opportunities
  • Not-for-resale (NFR) licenses for training, proof of concept and securing their own businesses
  • On-demand sales and engineer/technical training
  • Badging and certification
  • Dedicated channel representative and business support

Netsurion’s Open XDR platform unifies the end customer’s existing security telemetry directly from endpoints, network devices, and other existing security technology to deliver wider attack surface coverage and deeper threat analytics, resulting in greater security visibility. Netsurion’s 24×7 ISO-certified Security Operations Center (SOC) augments partner teams by handling proactive threat hunting, event correlation, analysis, and guided remediation.

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Ascent Cloud Announces the Spring 2023 Release of its Suite of Sales Performance Management Solutions

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Ascent Cloud Announces the Spring 2023 Release of its Suite of Sales Performance Management Solutions

Ascent Cloud customers will be able to plan, execute, and measure theirgo-to-market strategies more effectively with these enhancements.

Ascent Cloud has announced the Spring 2023 Release of its industry-leading suite of Sales Performance Management solutions, which includes Territory Planner, Geopointe, and LevelEleven.

Territory Planner customers will be able to further refine their territory models with robust data filtering and the ability to lock data points when there are exceptions to territory rules such as holdover accounts. Enhancements have also been made to the Territory Optimizer to better support US counties and large enterprise datasets.

Read More: SalesTechStar Interview with Jonathan Lister, COO at Vidyard

Geopointe customers will benefit from a variety of user experience enhancements, including a modernized Thematic Maps design for easier data configuration and visualizing insights from CRM data. Geopointe’s industry-leading Shape Library has also been enhanced with support for Canadian FSAs and Unique Zip Codes to represent PO boxes, campuses, large buildings, and government agencies.

LevelEleven customers will benefit from enhancements to Coaching, including a streamlined user experience to drive better 1-on-1 conversations and improve team productivity. Coaching notifications now provide additional insight into other LevelEleven actions and keep team members aligned throughout their CRM. Other enhancements to LevelEleven include a new tab for Badges and increased administrative control for Contests.

Read More: ICM in recessionary times

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Optoro Partners with Gap Inc. Logistics to Accelerate Next-Gen Customer Returns Experience and Reverse Supply Chain Innovation

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Optoro Partners with Gap Inc. Logistics to Accelerate Next-Gen Customer Returns Experience and Reverse Supply Chain Innovation

Optoro - Wikipedia

Optoro’s all-in-one platform supercharges the customer experience, enables instant exchanges, and accelerates processing

Leading returns platform Optoro welcomes Gap Inc. as its latest partner to transform exchanges and returns for Old Navy, Gap, Banana Republic, and Athleta. Optoro’s returns experience features an intuitive online returns portal for initiating returns quickly and easily, instant exchanges, fraud-protected customer keep, box-free, label-free drop-off locations, and more.

“Optimizing the returns process is a key lever to maintain a great shopping experience and support customer loyalty,” said Kevin Kuntz, Senior Vice President of Global Logistics Fulfillment at Gap Inc. “With Optoro’s platform, our customers can trust that when they shop with us, whether online or in-store, they will have the freedom and flexibility to return if they need to, without the hassle. In addition to a simpler and convenient returns experience we’re also locking in the next purchase and speeding up processing times to get items back in stock and on shelves faster. We’re thrilled to have found a partner innovating through the entire returns process, from customer initiation to supply chain management and circularity, rather than just one piece.”

Read More: How Price Optimization Can Simplify the Complex in Enterprise Sales

Optoro’s all-in-one returns platform integrates with existing retail systems to transform returns into a competitive advantage that not only minimizes costs, but also drives revenue growth. On the front end, Optoro’s next generation returns experience software nudges shoppers to choose exchanges over refunds. Gap Inc. also recently activated Optoro’s packageless Express Returns drop-off service nationwide. This will be a big boon for customer convenience and generate significant savings through consolidated returns shipping. Optoro’s Returns Experience can generate CSAT scores of 90+ for customers.1

Gap Inc. also benefits from Optoro’s returns management software on the back end, which can unlock hidden value through every part of the returns supply chain. For example, 95% of eligible new inventory managed through Optoro’s platform is listed and ready to be resold the same day it is received,2 significantly reducing out-of-stocks for shoppers.

“Companies like Gap Inc. are raising the bar for returns,” said Amena Ali, Chief Executive Officer of Optoro. “By taking a holistic approach to returns, we are honored to partner with Gap Inc. to lead the market in delivering the customer experience shoppers want, while being a first mover in supply chain innovation that puts the customer first. When retail brands embrace a 360-degree approach, they capitalize on the opportunity to engage with customers, get items back to stock quickly, and drive growth.”

Kevin Kuntz and other industry leaders will participate in a fireside chat at ShopTalk in Las Vegas, Nevada on March 28, 2023 at 8:30am PT to share their views on the future of Supply Chain innovation

Read More: SalesTechStar Interview with Scott Little, Chief Revenue Officer at WalkMe

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Evan Berlin Named Chief Operating Officer at EverCommerce

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Evan Berlin Named Chief Operating Officer at EverCommerce

EverCommerce, a leading provider of vertically-tailored SaaS solutions for the service economy, announced today that it has appointed Evan Berlin Executive Vice President and Chief Operating Officer. In this expanded role, Evan will be responsible for the operational execution of the company’s solution lines of business and will report to EverCommerce’s President, Matt Feierstein.

“The Board of Directors and I are thrilled to have Evan in this role,” said Eric Remer, EverCommerce CEO. “We believe his background, established track record of success and passion for achieving the vision we have set forth will drive growth opportunities for our customers, our employees, and our shareholders.”

Read More: SalesTechStar Interview with Ryan Neu, co-founder and CEO at Vendr

Berlin brings nearly 20 years of experience to this role. Most recently he served as EVP of EverCommerce’s solution group operations where he led the company’s EverPro, EverHealth and payment solutions. Berlin joined EverCommerce’s predecessor company, PaySimple, in 2008. During his long tenure building the company, he has held various management, corporate development and operational leadership roles. Prior to joining EverCommerce, he began his career at CEB, now a division of Gartner. Berlin holds a bachelor’s degree in business administration from the University of Colorado Boulder.

Read More: 5 Ways Data-Driven BDR Leaders Motivate Their Teams

“It’s been a pleasure to have played an integral role in building EverCommerce into the company it is today,” said Evan Berlin. “I look forward to furthering our success and growing as a leading service commerce platform.”

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LEAFIO AI Launches New Assortment Management Solution for Retail, Distribution, and CPG Sectors

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LEAFIO AI Launches New Assortment Management Solution for Retail, Distribution, and CPG Sectors

Contact us / Leafio

LEAFIO announces an Assortment Management software solution for Retailers and the CPG sector, enabling businesses to optimize product offerings and boost sales.

The LEAFIO AI Retail Solutions team is excited and proud to announce the release of the Assortment Performance solution that will help our clients achieve a new level of excellence in retail, distribution and manufacturing management.

With dozens of successful projects in various industries under our belt, we have gained not only experience in supply chain optimization but also the pains that our customers and partners constantly face.

Thus, we identified the most frequent challenges faced by our clients in the assortment management sphere:

– Lack of ability to adapt quickly to an ever-changing market;
– Missed sales due to insufficient control of product availability in stores;
– Frequent intuition-guided decision-making;
– Lack of a unified standard and centralized approach to analytical data;
– Lack of time to address strategic issues;
– Lack of transparency in reporting can lead to distorted data perception.
– These problems can be easily solved by systematic assortment management based on deep analytics and with the help of modern algorithms.

Read More: 5 Ways Data-Driven BDR Leaders Motivate Their Teams

“Our cloud solution can be an external module in any accounting system that will dramatically speed up decision-making. You will be able to get the analytics you need in two clicks. The main point of the system is to give the business as much time as possible for the assortment management strategy and do fewer unnecessary routines,” says Alex Medwin, CEO of LEAFIO Inc.

LEAFIO Assortment Performance offers users a range of tools and benefits that work effectively with even the widest assortment in a highly variable and unpredictable environment.

1. Insights generated by advanced algorithms

The system constantly analyzes category changes and their results. Based on these, LEAFIO Assortment Performance offers qualitative improvements that will help you work more effectively with your assortment.

2. Strategic assortment vision

Users can create their category management and development strategy and regularly compare it to the results in LEAFIO Assortment Performance. The personal assistant will highlight what should be focused on to achieve these set goals.

3. Automatic store cluster creation and analysis

This solution has an intelligent automatic store clustering function that uses system algorithms. And users can adjust them easily and quickly if needed. Different categories can have their own store consolidation logic, and all this combined will influence the final assortment of each store. The system will take into account not only sales but also average check-ups, layout specifics and many other factors. The user can also group stores manually based on the desired parameters. Thus, you can track the overall performance of the specific stores and quickly track the availability of each SKU there according to the store’s assortment matrix.

4. Building a holistic assortment management business process

A complete set of LEAFIO tools allows the category manager to organize the assortment management process in a category, considering such stages as planning, analysis, adjustment and optimization.

5. Diving into all category levels for data-driven decision making

A category manager can take a deep dive into every detail of their category and determine which SKUs are underperforming, how new products sell, which SKUs are missing from which stores, and much more. The system can also identify top-movers, traffic and turnover generators, or high-status products. All this information can be used for analytics and informed decision-making.

6. Advanced in-depth analytics

The system contains quite a number of useful reports, which imply the right focus on working with the assortment, for which the category manager is responsible. You can flexibly customize all the reports and get insights in just a few clicks and quickly react to problems, surges/declines in sales, revenues and profits.

With the help of reports, you can analyze and control in detail:

– suppliers’ statistics;
– SKUs that are candidates for withdrawal from the assortment;
– sales of new assortment items;
– remains in stores and warehouses, where it will be clear-cut in each store what the current balance is and its belonging to the assortment matrix;
– missed sales;
– identified/unidentified customers;
– and many other things that are related to the daily work of category managers in advanced companies.
If a category or SKU has potential for improvement, the system will always show you what to focus on.

7. User-friendly and intuitive interface

With LEAFIO Assortment Performance, all decision-makers will have quick access to visually comprehensible sales and category status data.

“Assortment Performance is a new level of transparency for the commercial departments of retail companies, distributors and manufacturers. Flexibility in customization makes the solution accessible to small businesses and large corporations equally.”

Read More: SalesTechStar Interview with Ryan Neu, co-founder and CEO at Vendr

Write in to psen@itechseries.com to learn more about our exclusive editorial packages and programs.

Calix Welcomes John Durocher as Chief Customer Officer To Lead Its Rapidly Growing, Award-Winning Customer Success, Services, Education, and Support Organization

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Calix Welcomes John Durocher as Chief Customer Officer To Lead Its Rapidly Growing, Award-Winning Customer Success, Services, Education, and Support Organization

A pioneer who helped define the customer success function in the cloud industry during his 16-year tenure at Salesforce, John Durocher joins Calix to lead the expansion of its market-leading customer success organization to accelerate customers’ transformation from a legacy broadband operating model to a managed service innovation model that meets the changing needs of their communities

Calix, Inc appoints John Durocher as its chief customer officer (CCO), demonstrating its long-term commitment to helping broadband service providers (BSPs) succeed in a transforming industry. Calix plays a critical role in this endeavor by enabling BSPs to differentiate themselves in their markets, provide superior experiences, and transform their business models through its unique platform and managed services.

John is a cloud industry pioneer with over 30 years of experience helping customers achieve breakthrough business transformations and maximize technology investments. He was most recently an executive vice president at Salesforce, where he ran customer success, support, services, and renewals. He is widely recognized as one of the founders of customer success in the cloud industry.

As CCO at Calix, John will leverage his extensive experience to scale and expand Calix Customer Success Services, Professional Services, Education Services, and Global Support Services. This will further enable BSPs to thrive in an increasingly competitive market by allowing them to differentiate, improve subscriber satisfaction, and increase revenue and margins—ultimately making a positive impact in their communities.

John succeeds Martha Galley, who has served as Calix chief customer success officer since 2018 and founded the company’s customer success function. Since its inception, the customer success organization has enabled thousands of BSPs to transform their businesses and grow their value for the communities they serve. Over several months, Martha will transition to executive vice president of corporate social responsibility (CSR) at Calix. This new function will allow her to go well beyond Calix environmental, social, and governance (ESG) goals by expanding partnerships with customers through joint ESG initiatives.

Read More: Klarna Brings Smoooth Shopping To ChatGPT

“The chance to lead the renowned customer success, services, education, and support organization at Calix as they work with BSPs to uplift their rural communities is a once-in-a-career opportunity,” said John Durocher. “Calix is built on the transformational mission to enable BSPs to simplify their business and excite their subscribers to grow their value and enrich life in their regions. With the massive influx of public, private, federal, and local funding entering the industry, the teams at Calix are working with BSPs of all types and sizes to significantly impact the future of their communities and society. I’ve watched with deep admiration as the customer success organization at Calix set a new broadband industry standard for customer enablement and support services under Martha’s extraordinary leadership. I look forward to reaching great new heights together.”

As one example of the expanding investment in customer success, John will oversee the expansion of Calix Business Insights Services, which launched in October 2022. This capability enables even the smallest BSPs to leverage the data available in Calix Cloud® to build business-transforming action plans faster and with significantly deeper insight than a data-blind and slow-moving legacy competitor.

Read More: SalesTechStar Interview with Ryan Neu, co-founder and CEO at Vendr

“Our 12-year, $1+ billion investment in the industry’s only end-to-end cloud, software, and systems platform has matured at a pivotal time in the broadband market,” said Michael Weening, president and chief executive officer at Calix. “Legacy providers are coming to grips with the fact that the dumb-pipe speed strategy they have used for decades is a fast path to business decline. Calix-partnered BSPs work closely with our teams—well beyond our unique platform—to completely transform their businesses. The Calix customer success organization is at the forefront of this critical partnership for change. I am thrilled to have the opportunity to work with John again as he brings extensive knowledge to guide our teams in supporting our customers’ success. Furthermore, John’s decision to join Calix, when he could have gone to any company in the cloud industry, is a testament to how inspiring it is to support our customers’ purpose: transforming communities for generations to come.”

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SuccessKPI Teams Up With Zoom to Unlock CX Insights for Contact Centers

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SuccessKPI Teams Up With Zoom to Unlock CX Insights for Contact Centers

SuccessKPI_logo_web

AI-driven Insight and Action platform integrates with Zoom to deliver an unprecedented understanding of and ability to delight customers

SuccessKPI, Inc., a leading, cloud-native, contact center customer experience insight and action platform provider, announced integration with Zoom Video Communications, Inc. to deliver advanced analytics and AI/ML powered actions for contact centers.

This integration allows Zoom Contact Center customers to blend data across all their customer channels to drive improved agent and customer experience (CX). Now Zoom Contact Center customers will be empowered with a single source of truth to make data driven decisions.

“We’re excited about our new product integration with SuccessKPI,” said Kentis Gopalla, Head of Ecosystem – Zoom Contact Center & Zoom Phone, at Zoom. “This integration allows us to improve and deliver world-class customer experience (CX) to our business users.”

The SuccessKPI insight and action platform is an on-demand experience analytics solution that Zoom customers can activate within minutes to provide contact center management and agents with an actionable 360-degree view of customer interactions across channels.  The solution provides instant access to dozens of visualizations and reports combined with the power of real-time playbooks and alerts to drive better business outcomes and an improved customer experience.

Read More: Prime Focus Technologies Launches CLEAR Localize At NAB 2023

Zoom Contact Center is an omnichannel contact center solution that is optimized for video and supports a robust suite of channels, including voice, web chat, SMS, and video. The solution combines unified communications and contact center capabilities into one experience with the ease and simplicity of the Zoom platform.  The Zoom solution streamlines communication and fosters more efficient collaboration between back-office experts and contact center staff to augment the customer experience.

Read More: SalesTechStar Interview with Scott Little, Chief Revenue Officer at WalkMe

“Teaming up with Zoom brings our visions of delivering great customer experiences (CX) for businesses across the globe together,” said Emil Modugno, VP Sales and Channel, SuccessKPI. “With Zoom, our unified solution immediately improves businesses’ ability to serve and delight their customers through advanced technology, analytics & actionable insights.

Write in to psen@itechseries.com to learn more about our exclusive editorial packages and programs.

nShift: Protect Profitability by Prioritising Post-purchase Performance

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nShift: Protect Profitability by Prioritising Post-purchase Performance

As new research finds almost 70% of shoppers expect retailers to improve their customer experience, nShift offers three recommendations to help retain customers and grow revenues

Retailers must prioritise improving the post-purchase experience or risk losing almost 70% of their customers. That’s the message , from nShift, the global leader in parcel delivery management and shipment software.

According to recent research, 69% of consumers want retailers to improve their customer experience. With half of European customers saying that they would switch retailers after a single bad experience, retailers must rethink their CX strategy beyond the point of purchase.

“The customer experience doesn’t end at the checkout but it’s where the customer relationship begins,” said Sean Sherwin-Smith, Product Director Post-Purchase at nShift, “The stage when customers move from handing over their money, to receiving – and perhaps returning – their goods is when the stakes are highest:  customer loyalty is hard won, but easily lost.”

Read More: SalesTechStar Interview with Scott Little, Chief Revenue Officer at WalkMe

nShift suggests three key steps retailers and webshops of all sizes can take to turn their delivery capability into powerful moments of truth for customers:

  1. Provide a seamless delivery experience – take unnecessary complexity out of delivery management, ensure customers receive their parcels how they want to receive them
  2. Personalise the process – shoppers want to track their products and receive relevant updates through the mobile and social channels where they live their digital lives, not the ones the retailer dictates
  3. Make returns simple – simple returns are a key driver of customer loyalty and retention. The right returns policy, implemented well, can minimise losses, and turn up to 30% of refunds to exchanges

Sherwin-Smith concluded, “Good customer service is no longer enough to build loyalty and grow revenue. The future of growth is about becoming ‘customer obsessed’.”

Read More: How Price Optimization Can Simplify the Complex in Enterprise Sales

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Genesys Launches Industry-First Automated Trial and Purchase Experience, Making Rapid CX Innovation Simpler for Small- to Mid-Sized Organizations

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Genesys Launches Industry-First Automated Trial and Purchase Experience, Making Rapid CX Innovation Simpler for Small- to Mid-Sized Organizations

Activate Genesys Cloud CX contact center capabilities in minutes with GCXNow

Genesys®, a global cloud leader in experience orchestration, today introduced the GCXNow™ offering, a new way for small- to mid-sized organizations to quickly explore and purchase a full-featured Contact Center as a Service (CCaaS) solution. With a free automated self-service trial that can be activated in minutes, organizations can use GCXNow to explore the Genesys Cloud CX™ platform and scale users and capabilities on demand. GCXNow enables organizations to build the foundation they need on Genesys Cloud CX to orchestrate personalized, empathetic, end-to-end customer experiences across phone, email, chat, text and social channels.

Consumers today know what’s possible in customer experience (CX), and they expect all businesses to provide seamless levels of support across voice and digital channels, whether it’s a large online retailer or local independent store. According to the upcoming “State of Customer Experience” report from Genesys (available in April 2023), 86% of consumers surveyed said that a company is only as good as its service and nearly one-third of consumers said they switched brands after poor service in the past year.

To keep up with consumers’ expectations, GCXNow allows organizations of any size to leverage modern CCaaS capabilities faster and more cost effectively. Small- and mid-sized businesses (SMBs) have the opportunity to nimbly shift with the pace of technological innovation, allowing them to rapidly expand their market reach, manage costs and provide the highest quality of customer support.

Recent market research from Genesys and Savanta1 found that 82% of respondents from mid-market organizations said providing better customer service and driving revenue growth and profit margins are two of their top business priorities, yet only 57% perceived this business outcome to be performing at the “extremely well” level. Additionally, nearly two-thirds (71%) of CX leaders said that implementing a customer experience platform that integrates systems is a top priority in 2023.

Read More: Prime Focus Technologies Launches CLEAR Localize At NAB 2023

Genesys has strong roots in helping SMB and mid-market businesses deliver exceptional personalized experiences. In fact, companies in those market segments made up over 50% of the more than 4,500 Genesys Cloud CX customers as of the company’s fiscal year 2023 (February 1, 2022, to January 31, 2023). GCXNow for Genesys Cloud CX delivers pre-configured workflows for interactive voice response, email, messaging and bots. This allows small- to mid-sized businesses to more easily adopt and drive value from the latest in digital and artificial intelligence innovation.

With GCXNow, Genesys Cloud CX delivers the following benefits to customers:

  • Frictionless free trial to production: In minutes, organizations can access their own non-production instance of Genesys Cloud CX for 30 days, allowing them to quickly evaluate capabilities against current and future needs. Getting started is easy with access to preconfigured workflows, an in-depth trial support center and the ability to consult with a product expert within the application to ensure success. When the trial is complete, organizations will soon be able to seamlessly carry forward their configurations once purchased.
  • In-app purchasing: Starting this summer, organizations will be able to easily convert from trial to a subscription in-app with a credit card, without interfacing with sales. They’ll have the flexibility to enter into an annual agreement, with the choice to pay up-front or monthly.
  • Intelligent on-boarding: To ensure a smooth user experience, GCXNow uses advanced automation that’s constantly monitoring, learning and evolving. Organizations can leverage in-app guidance and tutorials driven by advanced telemetry that considers individual data and system-wide trends, helping to drive ongoing value for users.

Mary Wardley, program vice president, Customer Care and CRM at IDC, said, “Most businesses are challenged to keep up with the standards of modern consumers in today’s complex experience economy, especially smaller organizations. They need accessible technologies and tools, and the flexibility to deploy and grow capabilities on their terms. Through GCXNow, Genesys is enabling this segment control of the evaluation and buying process with the addition of expert help, if needed. A true win for organizations with technology needs but low resources who need to spend their money wisely.”

Read More: SalesTechStar Interview with Scott Little, Chief Revenue Officer at WalkMe

“Today, small- to mid-size companies increasingly want a more agile experience for exploring technology that simultaneously matches their nimble and innovative nature,” said Olivier Jouve, chief product officer, Genesys. “GCXNow helps us fulfill our objective to make it easier for any organization to innovate using advanced experience orchestration capabilities. By delivering an automated and curated self-service experience for Genesys Cloud CX, organizations can get up and running faster with a full-featured solution, helping them drive immediate value for their customers, employees and business.”

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Experlogix Releases 2023 CPQ and Document Automation Trends Report

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Experlogix Releases 2023 CPQ and Document Automation Trends Report

A new report from Experlogix, a global leader in CPQ (Configure, Price, Quote) and document automation solutions, reveals four key trends for business technology in 2023, with the desire for accessible and secure software topping the list.

The report explores the pressures companies face as they grow their businesses while supporting hybrid workplaces. The findings also identify the factors that business leaders consider most important for their future technology purchases.

“Our goal was to find out from business leaders how CPQ and document automation technology is impacting their workflows and what challenges are causing the most friction right now,” said Bill Fox, CEO of Experlogix. “The big takeaways for me are the high demand for solutions that non-technical users can leverage, and how employees feel better about their work when they are adequately supported to use the tools at their disposal.”

Read More: How Price Optimization Can Simplify the Complex in Enterprise Sales

Key CPQ and document automation trends from the report include:

  1. Accessibility and security will be the top tech concerns in 2023. Respondents said implementing low-code or no-code solutions (78 percent) as well as ensuring data security (74 percent) will be critical to scaling business.
  2. Investment all the way down. The two most common barriers to user adoption of CPQ and document automation technology were employee training and leadership support.
  3. A cause for optimism. Medium-sized businesses (49 percent) are the most optimistic amid macroeconomic disruption and place the most value on improving the employee experience as a strategy for customer success and retention.
  4. It’s the little things. A majority of business leaders said CPQ and document automation tools have a demonstrable impact on business success by enabling teams to work faster and more confidently. The technology resulted in significant improvements in customer interactions, employee experience, and profitability.

The report also discusses the critical challenges addressed when companies of any size optimize CPQ and document automating technology investments for success.

Top challenges CPQ addresses:

  • Processing customer quotes at speed
  • Improving adoption and utilization of existing solutions
  • Ensuring customer quotes align with actual production capabilities

Top challenges document automation addresses:

  • Aligning sales and production
  • Improving adoption and utilization of existing solutions
  • Improving internal and external communication

Read More: SalesTechStar Interview with Scott Little, Chief Revenue Officer at WalkMe

Write in to psen@itechseries.com to learn more about our exclusive editorial packages and programs.

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