CPQ Salesforce, or Configure, Price, Quote Software by Salesforce is a sales tool for companies to provide accurate pricing with any given product configuration scenario. CPQ applications take into account optional features, customizations, quantities, and discounts, allowing sales reps to quote prices quickly and accurately.
Salesforce CPQ gives your sales team easy to use software, available on any device due to its cloud based platform. Hosted within the Sales Cloud platform giving you a direct link with your CRM to make the most impactful sales decisions. Simplifying important processes like submitting proposals are essential to making sales processes lean. Because Salesforce CPQ is integrated with Salesforce CRM, the information sales teams need is available on their mobile devices. The process of delivering quotes becomes a lean, efficient activity.
Our Offering – Salesforce CPQ MPV
- Install and Configure the CPQ package settings (In Sandbox).
- Define Products and CPQ Attributes (1 design meeting to review/discuss).
- Define pricing based on price list/price book (up to 3 different price lists).
- Create CPQ Price rules (Automations).
- Change the price/quantity of a product based on business rules.
- Create CPQ Product rules. Display Error/ Validation messages on the CPQ calculator screen.
- Approval Process – Based on Salesforce native approval functionality.
- Quote Template (In case eSign is required, need to purchase an additional eSign solution such as DocuSign).
- Contract and Subscription Management – Use the OOTB CPQ functionality to create Contracts and Subscription after booking.
- Contracts – Renew and Amend – Use the OOTB CPQ functionality to renew or amend contracts for existing customers.
- User Training (3 hours).
- Deploy to production – Install and configure the package in production, migrate implementation, data fix.
