NetSuite CPQ Training: How to Drive Adoption and ROI

Implementing NetSuite CPQ is only half the battle. For manufacturers, the real challenge begins when sales teams start using the system. Without proper training and adoption, even the most well-designed CPQ project can fall flat, leading to frustration and missed ROI.

Why Training Matters

NetSuite CPQ is designed to simplify complex quoting, but it introduces new processes that sales teams must learn. Without guidance, users may revert to old habits, bypass rules, or misconfigure quotes. Training ensures that teams:

  • Understand how to configure products correctly
  • Trust the system’s pricing and quoting accuracy
  • Save time instead of working around the tool

Building Adoption

Adoption is about more than teaching buttons and screens. It requires showing sales teams the value of CPQ in their daily workflow. When sales reps see how CPQ helps them close deals faster, adoption follows naturally.

Best Practices for CPQ Training

  1. Tailor training to roles: Engineers, sales reps, and admins all use CPQ differently.
  2. Provide ongoing refreshers: One-off sessions are not enough. Continuous learning keeps adoption high.
  3. Use real examples: Training with actual product configurations makes the lessons stick.
  4. Pair training with support: A proactive support partner can answer questions and guide users as they adopt the system.

At RILE, we work with manufacturers beyond implementation. Our NetSuite CPQ training and support services ensure teams understand the system, embrace it, and maximize ROI. A well-trained sales team means faster quotes, fewer errors, and happier customers.

➡ Learn more about RILE CPQ services and how we help manufacturers succeed long after implementation.