CPQ
Salesforce CPQ (Configure, Price, Quote) is a product designed to help businesses manage their pricing and quoting processes. Our Salesforce experts can help you implement CPQ and customize it to fit your business needs. With CPQ, you can streamline your quoting processes, reduce errors, and improve sales efficiency.
CPQ
Salesforce CPQ (Configure, Price, Quote) is a product designed to help businesses manage their pricing and quoting processes. Our Salesforce experts can help you implement CPQ and customize it to fit your business needs. With CPQ, you can streamline your quoting processes, reduce errors, and improve sales efficiency.
Product catalog setup
One of the key features of Salesforce CPQ is the ability to create and manage product catalogs, which can help businesses improve their sales process and increase revenue. We can help you set up your product catalog within CPQ which includes Product Families, Product bundles, options and features.
Pricing rules Setup
While a fixed price per unit may suffice in some cases, many businesses require more advanced pricing options. We assist with configuring pricing using price conditions (IF) and price actions (THEN) for any business scenario. Whether you need to differentiate pricing based on customer segment (partner/distributor) or provide discounts based on terms or quantity, we have you covered.
Quote
The quote is the core of the Salesforce CPQ solution. Our team can assist you in configuring the most suitable user interface to enhance the sales agent experience. By establishing a guided selling process, we can assist you in closing more deals. However, a quote is useless unless it is approved and signed by the customer. Therefore, we can help you integrate it with the eSignature service of your choosing.
Order
Salesforce CPQ offers a unified platform where sales reps, managers, and other relevant parties can easily create and oversee orders. These orders serve as a connection between your CRM and ERP systems, ensuring seamless data flow between them.
Whether it’s managing payments, tracking inventory, or shipping products, we assist you in integrating all your separate systems to provide a comprehensive 360-degree view of your operations.
Contract
We assist you in establishing automated contract generation based on your sales process, managing intricate scenarios for renewals including pro-rated renewals and renewals with alterations to pricing or terms, overseeing amendments to contracts, and implementing approval workflows for amendments to ensure that all modifications are traceable and reviewable.