Simplify complex pricing with Salesforce CPQ
Take advantage of our CPQ expertise
Our teams of consultants, business analysts, functional analysts, scrum masters, developers, QA specialists, and Salesforce architects have completed hundreds of CPQ projects. Benefit from their business acumen and technical expertise to accelerate your business.
Top 5 reasons to use CPQ for complex pricing
- Simplify the quoting of complex products, solutions, and recurring software or services.
- Increase sales productivity.
- Enable your customers and partners to create their own quotes, even for complex offers.
- Reduce the length of your sales cycle.
- Effectively manage the personalization of SKUs, licenses, currencies, and prices.
Why focus on continuous improvement for your Quote-To-Cash?
The complexity of pricing and offer models causes friction in sales processes. This friction slows down the sales cycle, cash flow, and negatively impacts the customer and employee experience. Simultaneously, all types of customers now expect quick and easy buying experiences. The best way to accelerate your business, with your customers, partners, and sales teams, is to continuously simplify their experience while maintaining and refining the necessary personalization and incentives for your go-to-market channels. The flexibility of the Salesforce platform allows all organizations to undertake this journey with confidence.
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WHAT IS SALESFORCE CPQ?
Salesforce CPQ (Configure, Price, Quote) is a robust solution designed to streamline pricing, quoting, and product configuration processes. Integrated within the Salesforce ecosystem, it empowers businesses to reduce errors, increase sales efficiency, and accelerate deal cycles. Salesforce CPQ is especially valuable for companies with complex offerings, such as customizable products, subscriptions, or recurring services. By providing a centralized and automated platform, it allows sales teams to focus on closing deals rather than being bogged down by administrative tasks.
Key Features of Salesforce CPQ
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Complex and Intuitive Product Configuration
Salesforce CPQ simplifies the configuration of intricate products through a user-friendly interface and predefined rules.- Product Bundling: Products are grouped into logical categories, making it easy to browse and select options.
- Dependency Rules: Ensures only valid combinations of products and options are available, reducing errors.
- On-Demand Customization: Sales reps can tailor products or services to meet specific customer requirements.
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Dynamic and Accurate Pricing
The solution ensures that pricing always aligns with company policies using automated calculations.- Rule-Based Pricing: Adjusts prices based on criteria such as volume, geography, or customer type.
- Discounts and Promotions: Automatically applies discounts within set guidelines, avoiding unauthorized markdowns.
- Recurring Billing Support: Handles subscription pricing, billing cycles, and other recurring revenue models seamlessly.
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Automated Quote Generation
Salesforce CPQ enables the creation of professional, error-free quotes with just one click.- Customizable Templates: Teams can design templates that reflect their branding and industry standards.
- Multilingual and Multicurrency Support: Quotes can be tailored for international clients with correct languages and currencies.
- Integrated E-Signature: Works with electronic signature solutions to finalize deals swiftly.
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Subscription and Renewal Management
The platform simplifies subscription and contract management, ensuring smooth renewals and updates.- Lifecycle Tracking: Provides full visibility into subscription timelines, billing amounts, and automatic renewals.
- Automated Upselling and Cross-Selling: Identifies additional sales opportunities based on customer history.
- Contract Compliance: Ensures agreements adhere to stipulated terms, minimizing disputes.
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Integration with Salesforce CRM
As a native Salesforce solution, CPQ integrates seamlessly with customer and opportunity data.- Real-Time Data Sync: Direct access to customer, prospect, and opportunity information.
- Analytics and Reporting: Tracks sales performance and identifies areas for improvement.
- Mobile Accessibility: CPQ functions are available via Salesforce mobile, enabling work on the go.
Benefits of Salesforce CPQ
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Enhanced Sales Productivity
By automating repetitive tasks, sales teams can focus more on customer interactions and closing deals. -
Error Reduction and Improved Compliance
Configuration and pricing rules minimize errors in quotes and ensure adherence to internal policies. -
Faster Sales Cycles
Quotes and proposals can be generated in minutes, significantly reducing the time needed to close deals. -
Increased Revenue Opportunities
Upselling and cross-selling features help maximize revenue from existing customer interactions. -
Improved Customer Experience
Fast, accurate, and personalized quotes boost customer satisfaction and loyalty. -
Flexibility for Specific Needs
Salesforce CPQ is highly customizable, making it adaptable to various industries and processes. -
Greater Visibility for Management
Built-in reporting tools provide clear insights into sales trends, performance metrics, and forecasts.
Salesforce CPQ is a powerful tool for businesses seeking to simplify and enhance their sales processes. With its advanced capabilities for product configuration, pricing, and quote generation, it helps accelerate deal cycles, reduce errors, and maximize revenue potential. Its seamless integration with the Salesforce ecosystem makes it an indispensable asset for companies looking to boost efficiency while delivering exceptional customer experiences.