Salesforce CPQ

Salesforce CPQ, or Configure, Price, Quote, empowers your sales team with essential tools for swift deal closures. With guided configuration, integrated pricing approvals, and streamlined one-click quote generation, your representatives can efficiently finalize deals with increased speed.

Create and manage quotes, proposals, and pricing effortlessly.

Sales

SALES REPS CAN:

 

  • Rapidly generate accurate quotes and proposals.
  • Maximize deal value and efficiently expedite discount approvals.
  • Optimize promising opportunities with streamlined automation.

RevOps

REVENUE OPERATIONS CAN:

 

  • Precisely forecast revenue with accuracy.
  • Swiftly implement innovative monetization models.
  • Rapidly deploy new monetization strategies.

Finance

FINANCE TEAMS CAN:

 

  • Ensure real-time pricing accuracy and effectively safeguard margins.
  • Optimize cross-sell and up-sell opportunities through guided selling techniques.
  • Attain comprehensive visibility of product and customer data within a unified platform.

KEY BENEFITS

Configuration of Products

Effortlessly create product configurations, including intricate bundles and setups.

Contract Administration

Efficiently oversee contracts, handling tasks like contract creation, amendment, and renewal.

Setting Prices and Applying Discounts

Automate price calculations based on established rules and discount levels, even in complex scenarios.

Assisted Sales Process

Empower sales representatives with instant recommendations and optimal strategies for up-selling or cross-selling, all while ensuring margin protection.

Customized Quotations

Enable effortless upgrades, swaps, and subscription renewals for B2B customers worldwide, accessible across multiple platforms and locations.

Incorporation of Systems

Effortlessly integrate with various systems including CRM, Billing, ERP, and electronic signature software.

How does Salesforce CPQ work?

Leverage Salesforce CPQ to streamline your quote-to-cash workflows, reduce manual errors, and optimize revenue efficiency. Contact us for more information.