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ConnectWise BMS: Automation in CPQ

Automation in CPQ explores how to streamline the sales cycle through intelligent workflows and automation. This webinar highlights how automated quote approvals remove bottlenecks and ensure compliance, how SuccessList can automate parts of the quote process, how guided selling simplifies configuration with rule‑based recommendations, and how electronic ordering accelerates order submission while reducing errors. Attendees will gain practical insight into leveraging CPQ automation to drive speed, accuracy, and a more efficient path from quote to order.

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Speakers:

Neil Perkins

Software Training Consultant II, ConnectWise

Lynette Polzin

Software Training Consultant I, ConnectWise