CPQ
Salesforce CPQ is a configure price quote solution which is fully native to the Salesforce platform. It streamlines the entire quoting process, aligns all your disconnected internal teams and saves time while building accurate and timely quotes.
CPQ in Salesforce lets sales reps get the information they need to execute on multiple product and channel campaign objectives simultaneously.
CPQ Produces Accurate Quotes, Improves Efficiency, Builds Trust with Buyers, Maximizes the Benefit of Existing Prospects and Customers & Increases Revenue.
CPQ ensures the close of the buyer’s journey can be efficient.CPQ helps sales flow smoothly.
CPQ software helps make the seamless transition from sales journey to decision. Your CPQ program lets you accurately configure products, apply pricing and quantity discounts, and have approvals already programmed into the system.
CPQ Platform
- Salesforce CPQ Installations
- CPQ Package Installations
- CPQ Page layout
- Adding fields to quote line editor field set
- CPQ object relationships
- Mapping custom fields between objects
Bundle Configuration
- Configurable Bundles in CPQ
- Product rules
- Product options
- Option constraints
- Product bundles
- Adding bundle-specific field sets
- Configuring feature attributes
- Selection rules
Pricing
- Pricing method for salesforce CPQ (product pricing method)
- Subscription pricing (subscription term, subscription pricing, start date, end date in quote line item)
- Discounting tools in salesforce cpq
- Price rules in CPQ which include price actions.
- Lookup queries
- CPQ quote calculation and sequence
Quote Templates
- Building CPQ document with CPQ templates
- CPQ template management (line, column)
- Styling CPQ quote documents
Product Selection
- Search from the quote line editor
- Using the quote line editor
- Quote line editor drawers
Product
- Product fields
- Managing Subscriptions and Assets
Approvals
- Advanced Approvals for Admins
- Advanced Approvals
- Configuring and administering a salesforce CPQ solution