Salesforce CPQ (Configure, Price, Quote) is a cloud-based software solution that helps businesses automate their sales quoting process. It streamlines the entire quote-to-cash process, from product configuration to quote generation to contract management and approval. CPQ helps reduce manual effort and errors, and provides an efficient, consistent, and accurate quoting experience for sales teams and customers.
Guided Selling: Salesforce CPQ provides a guided selling workflow that enables sales reps to quickly create accurate quotes and orders.
Automated Pricing and Discounts: Salesforce CPQ automatically applies pricing rules and discounts to quotes and orders, ensuring accuracy and reducing manual effort.
Configure-Price-Quote (CPQ): Salesforce CPQ allows sales reps to quickly and accurately configure products for customers, and then generate quotes and orders.
Contract Management: Salesforce CPQ simplifies contract management, from drafting to renewal, allowing sales reps to quickly and accurately manage contracts.
Streamline Quote-to-Cash Processes: Salesforce CPQ offers an automated, end-to-end solution that simplifies and accelerates the entire Quote-to-Cash process.
Accurate Pricing & Discounts: With Salesforce CPQ, you can easily configure pricing and discount rules, ensuring that your customers receive the correct pricing and discounts, every time.
Automated Renewals & Upsells: Automating the renewal and upsell process can help you drive higher customer satisfaction while increasing revenue. Salesforce CPQ makes it easy to create automated renewal and upsell opportunities.
Improved Sales Productivity: Salesforce CPQ streamlines the sales process, allowing your sales team to generate quotes faster and close deals more quickly. This helps to improve sales productivity and increase revenue.
A thorough assessment of existing processes and systems to identify areas for improvement and develop a solution that meets the client’s specific needs.
A comprehensive implementation of Salesforce CPQ which includes configuration, customization, integration, and testing.
Assisting with the migration of existing data from other CRM systems or databases into Salesforce CPQ.
Providing training and ongoing support to ensure users are able to make the most of the new system.
Optimizing the system to maximize its benifits and continually improve the user experience