In Session 5: Accelerating Quote to Order Velocity, Chris Smith and CPQ expert Jim Meyer show MSPs how to eliminate one of the biggest revenue blockers—slow, manual quoting. This session lays out a practical framework to map your current process, identify gaps, and modernize with tools like Experlogix CPQ and Dynamics 365. The goal: faster, more accurate quoting that scales with your business and keeps up with evolving offerings like Microsoft Copilot. If you’re ready to streamline operations, boost sales velocity, and drive serious ROI, this session is your blueprint.
This eye-opening clip reveals just how outdated and error-prone many MSPs’ quoting processes still are—copying and pasting between tools, mismatched terms, and even sending quotes with the wrong customer name. Chris and Jim share jaw-dropping real-world examples that highlight how these manual mistakes not only kill credibility but create a terrible customer experience. Even worse, the chaos doesn’t stop at the quote—handoffs to implementation teams are often broken, forcing customers to repeat themselves and eroding trust. If your sales-to-service flow feels clunky, this segment will show you exactly why—and how—to fix it.
In this clip, Jim Meyer highlights the real transformation that happens when MSPs fix their quote-to-order process. By automating repetitive, error-prone tasks, you free up your team to do what they’re actually good at—selling. Instead of bogging down valuable talent with manual work, they become strategic contributors in a faster, more accurate system that drives revenue and customer loyalty. The payoff? A smoother, more productive sales operation where everyone adds value—and the business scales without the friction.
This clip drives home the long-term value of doing CPQ the right way. Chris and Jim explain how automating the quote process not only eliminates delays and bottlenecks—it empowers your frontline sellers with the tools they need to move fast and close deals with confidence. No more waiting on approvals or worrying if the quote is accurate. With consistent templates, built-in guardrails, and automated workflows, you save time, reduce errors, and scale quoting across your team. It’s not just automation—it’s true sales enablement.
In this clip, Chris Smith explains why automation isn’t just about speeding up simple quotes—it’s essential for closing the big, complex deals that drive real growth. When you’re quoting a mix of hardware, software, licenses, and services, the quoting process must include scoping, planning, and delivery coordination. With an all-inclusive, automated system, every revision, service component, and project plan flows seamlessly from quote to order—eliminating miscommunication and manual rework. The result? Faster turnaround, greater accuracy, and a smooth handoff to delivery teams. If you want to win and deliver on larger deals without chaos, this is the level of system maturity you need.
Getting started is everything. In this powerful moment, Chris emphasizes that your goal isn’t perfection—it’s momentum. He urges MSPs to launch version one of their new quoting process within 90 days. Why? Because nothing delivers clarity like going live. Once you’re in motion, using real tools with real customers, you unlock insights that planning alone can’t provide. This version-one mindset sets the foundation for continuous improvement, better seller enablement, and a dramatically improved customer experience. Don’t wait for perfect—ship fast, learn fast, and evolve. That’s how real transformation begins.
When a Top 200 MSP finally laid bare their disjointed, clunky systems, they feared judgment—but instead found validation. As Jim and Chris explain, the real breakthrough came from simply having the courage to acknowledge the chaos. What followed was a transformative partnership between Experlogix and Empellor CRM that lifted the operational weight off their shoulders. Their version-one rollout became the catalyst for clarity and continued improvement. The message here is powerful: every MSP has mess under the hood—what sets successful ones apart is their willingness to confront it and commit to change.
These clips are just a glimpse into what’s possible—submit the form below to access the full session on Accelerating Quote to Order Velocity and learn the complete, proven framework top MSPs are using to eliminate quoting chaos, boost sales velocity, and scale with confidence.
Time is running out for MSPs who fail to innovate and differentiate. Commoditization is coming, and those who don’t adapt will be left behind. With Empellor CRM, you’ll have the tools you need to dominate your market and create lasting, profitable relationships with your clients.
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