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The real question behind a pricing check: are finance and sales aligned?

October 16, 2026

0:30

Before you change pricing or discount policy, look at how your quoting data is actually being used.

There's a bunch of data that can tell you. But is it filled in? Are the teams using it? "Are they just putting in custom line items every time and not using the product library?"

But the key is "are we aligned as two teams in the organization, finance and sales?" And "often that's the reason that we can't even integrate systems that we've been talking about." Start there.