If you’re running sales for a B2B company that’s picking up steam, you know the pain points all too well: too many quote revisions, product options that get lost in email chains, and a CRM that’s supposed to help but mostly just sits there. This article is for sales leaders and ops folks who want to cut the clutter and actually close deals faster—without drowning in software setup.
Here’s how Verenia can help streamline your sales process, what works about it, and where you might still get tripped up. No buzzwords, just the real deal.
Why B2B Sales Gets Messy as You Grow
Before diving into solutions, let’s call out the root problems:
- Too many manual steps: Every quote gets tweaked by hand. Pricing errors and missed options are common.
- Product complexity: More SKUs and customizations mean more ways for stuff to go sideways.
- Slow approvals: Managers get stuck reviewing quotes that should have been right the first time.
- Disconnected tools: CRM, ERP, and quoting software don’t talk to each other, so sales reps double-enter data or miss updates.
You don’t need a “digital transformation;” you need less chaos.
What is Verenia, and What Does It Actually Do?
Verenia calls itself a CPQ (Configure, Price, Quote) platform. In plain English, it’s a tool that helps your sales team quickly build accurate quotes for complex products, without letting mistakes slip through.
Core features: - Product configuration (pick options, build bundles, prevent invalid combos) - Automated pricing and discounting - Quote and proposal generation - Integration with CRMs and ERPs (NetSuite, Salesforce, etc.)
If you’re selling something with lots of variations—think manufacturing, tech, or distribution—Verenia tries to keep your reps from misquoting or missing revenue.
1. Mapping Out Your Sales Process: Don’t Skip This
Before throwing software at the problem, take a hard look at your current sales flow:
- Where do reps waste time?
- Where do errors pop up—pricing, product options, approvals?
- How many tools are involved, and which ones are non-negotiable?
Pro tip: Grab a whiteboard and sketch out the steps from lead to closed deal. You’ll see right away which steps can be automated and which need human input.
Why bother? Because software like Verenia only helps if you know where it actually fits.
2. Using Verenia to Clean Up Product Configuration
Here’s where Verenia can save you hours: product configuration. If your sales team is quoting custom builds or lots of add-ons, manual mistakes are almost guaranteed.
How Verenia helps: - Sets up “rules” so reps can’t pick options that don’t go together. - Shows only valid combinations—no more “Can we do this?” emails. - Instantly updates pricing as options change.
What works:
This stops embarrassing errors before they reach the customer. It’s especially handy for new reps who don’t know every detail.
What to watch out for:
Setting up all those rules is a project. If your product catalog changes every month, expect to invest some real time upfront.
3. Speeding Up Pricing and Discounting (Without Losing Control)
Discount approval can turn into a weeklong game of email ping-pong. Verenia bakes in pricing logic:
- Standardizes pricing across the team—no more “special deals” unless you allow them.
- Lets you set discount thresholds and auto-route approvals if needed.
- Can update prices automatically from your ERP or accounting system.
What works:
Sales leaders love this—fewer margin-eating mistakes. Plus, quotes go out faster because reps don’t have to wait for a manager to check basic math.
What to ignore:
Don’t overcomplicate your pricing structure just because the software lets you. Simple, predictable pricing is still your friend.
4. Generating Proposals Quickly—And Actually Looking Professional
Let’s be honest: most sales proposals look like a Word template from 2008. Verenia can automatically generate branded, accurate quotes and proposals based on whatever the rep configures.
Benefits: - No copy/paste errors. - Consistent branding and legal terms. - Attach spec sheets, images, or whatever else the customer needs.
What works:
This saves time and makes your company look like you have your act together. Customers notice.
What to watch:
If your legal or compliance team likes to tinker with every proposal, set up a review process inside Verenia—don’t assume templates will magically be perfect for every deal.
5. Integrating with CRM and ERP: The Reality Check
Verenia talks a big game about integrations, especially with NetSuite (they’re owned by Oracle). Good news: the integrations with these major platforms are usually solid.
What this gets you: - No more double-entry of customer or product data. - Quotes and orders push straight into your ERP for fulfillment. - Sales activity is tracked automatically in your CRM.
What works:
If you’re on NetSuite or Salesforce, setup is relatively smooth—still takes work, but it’s not a science project.
What to watch out for:
If you’ve got a homegrown CRM or a less-common ERP, expect custom integration work, which can get expensive. Always ask for references from companies using your same stack.
6. Training Your Sales Team (and Handling the Grumbling)
No software rollout is frictionless, especially when you’re changing how reps do their jobs.
How to get buy-in: - Run a couple of live demos showing how Verenia catches errors and speeds up quoting. - Appoint one or two “power users” who can answer questions for the team. - Don’t try to automate everything at once—start with your most common products and add complexity later.
What works:
When reps see less busywork and fewer quote rejections, adoption goes way up.
What to ignore:
Don’t force every edge case into the system right away. Let the basics work smoothly before adding more features.
7. Measuring Results: Did It Actually Get Better?
You bought a CPQ tool to save time and make fewer mistakes, not just to say you “went digital.” Here’s what to keep an eye on:
- Quote turnaround time: Are reps sending out quotes faster now?
- Error rates: Fewer corrections or angry customer calls?
- Win rates: Are you closing more, or just pushing paper faster?
Pro tip:
Set a baseline before you roll out Verenia. Compare numbers after three months. If you’re not seeing real improvements, dig into where things are getting stuck—it’s usually in process, not the software.
The Honest Take: What Verenia Does Well (and Where It Won’t Save You)
Strengths: - Cuts down quote errors for complex products. - Speeds up approvals and pricing changes. - Plays nicely with NetSuite and Salesforce.
Weak spots: - Initial setup is real work, especially for complicated catalogs. - Integrations can get pricey if you’re not on a mainstream CRM/ERP. - No tool will fix a broken sales process—garbage in, garbage out.
Ignore the hype:
There’s no magic button here. CPQ software is only as good as the rules and processes you feed it.
Keep It Simple, Iterate, and Don’t Overthink It
If you’re outgrowing spreadsheets and tribal knowledge, Verenia can absolutely help—just don’t expect miracles on day one. Map your process, start small, and remember: the goal is less chaos, not more software.
Try it, measure what matters, and tweak as you go. That’s how you’ll actually see results.