Salesforce CPQ (Configure, Price, Quote) is a key addition to your CRM system that allows you to structure and scale the sales process. But what exactly does it mean?

Thanks to CPQ, the sales and quoting process in your company can be up to three times faster than it is now. CPQ predicts every possible product configuration scenario, automates and streamlines the quoting process, so you can finalize transactions faster. Make even better offers that are more suited to your customers’ needs – this will have a positive impact on your relationship.

Like all Salesforce products, CPQ works completely in the cloud, which means that your sales department can use this tool on any device, anywhere in the world. Improve your sales processes with CPQ!

Quick and free consultation

 

We value your time. Leave us your contact details and our expert will contact you as soon as possible to discuss your needs.

Salesforce CPQ (Configure, Price, Quote) is a key addition to your CRM system that allows you to structure and scale the sales process. But what exactly does it mean?

Thanks to CPQ, the sales and quoting process in your company can be up to three times faster than it is now. CPQ predicts every possible product configuration scenario, automates and streamlines the quoting process, so you can finalize transactions faster. Make even better offers that are more suited to your customers’ needs – this will have a positive impact on your relationship.

Like all Salesforce products, CPQ works completely in the cloud, which means that your sales department can use this tool on any device, anywhere in the world. Improve your sales processes with CPQ!

Quick and free consultation

 

We value your time. Leave us your contact details and our expert will contact you as soon as possible to discuss your needs.

Meet CPQ!

Salesforce CPQ is the best solution, especially if the process of quote creation in your company requires time, specialist knowledge, or the use of external applications. Thanks to CPQ, the time to create an offer is reduced to a minimum – the system itself validates the correctness of the quote, and its creation does not require the use of external programs.

CPQ is especially effective when your company offers subscription products or those:

 

 

– with an extensive structure,
– offered with options,
– whose final price depends on the chosen configuration, and
– whose components follow different valuation methods.

 

 

Thanks to CPQ you will offer customers the best prices, taking into account the appropriate quantities, discounts, adjustments, and optional features of the products offered by your company.

CPQ allows you to manage the sales and orders process in the following areas:

 

– New Business,

– contract life cycle management,

-product catalog,

– pricing and discount policy,

– data flow between the CRM and ERP system,

– KPI monitoring.

 

Salesforce CPQ is used by companies from many industries such as production, automotive, insurance, high-tech, MedTech, or IT. The latter is represented by one of our larger clients – Kaspersky Lab – a world-class manufacturer of anti-virus software.

Benefits of implementing CPQ

Nowadays you can’t afford to waste time – it might mean losing a customer. Below are some of the many benefits of implementing CPQ in your company. Discover this effective and efficient tool that co-creates the Salesforce ecosystem and predict every possible quoting scenario. Due to the accurate recognition of customer needs, the relevance of offers created with Salesforce CPQ increases by an average of 33%!

Meet CPQ

Salesforce CPQ is the best solution, especially if the process of quote creation in your company requires time, specialist knowledge, or the use of external applications. Thanks to CPQ, the time to create an offer is reduced to a minimum – the system itself validates the correctness of the quote, and its creation does not require the use of external programs.

CPQ is especially effective when your company offers subscription products or those:

 

-with an extensive structure,
– offered with options,
– whose final price depends on the chosen configuration, and
– whose components follow different valuation methods.

 

 

Thanks to CPQ you will offer customers the best prices, taking into account the appropriate quantities, discounts, adjustments, and optional features of the products offered by your company.

CPQ allows you to manage the sales and orders process in the following areas:

 

– New Business,

– contract life cycle management,

– product catalog,

– pricing and discount policy,

– data flow between the CRM and ERP system,

– KPI monitoring.

 

Salesforce CPQ is used by companies from many industries such as production, automotive, insurance, high-tech, MedTech, or IT. The latter is represented by one of our larger clients – Kaspersky Lab – a world-class manufacturer of anti-virus software.

Benefits of implementing CPQ

Nowadays you can’t afford to waste time – it might mean losing a customer. Below are some of the many benefits of implementing CPQ in your company. Discover this effective and efficient tool that co-creates the Salesforce ecosystem and predict every possible quoting scenario. Due to the accurate recognition of customer needs, the relevance of offers created with Salesforce CPQ increases by an average of 33%!

Save time

Forget endless spreadsheets scattered on employees’ hard drives or dozens of emails sent – thanks to CPQ, you will gather all sales data in one place, and each team member will gain insight in a few clicks. A PDF file of the quote will be generated in an instant and sent to the customer directly from the system. Useful functionality, isn’t it? You will appreciate the time savings especially at the end of the sales cycle when the unstructured process can last indefinitely. Create complex offers up to 78% faster and earn faster with CPQ!

Save time

Forget endless spreadsheets scattered on employees’ hard drives or dozens of emails sent – thanks to CPQ, you will gather all sales data in one place, and each team member will gain insight in a few clicks. A PDF file of the quote will be generated in an instant and sent to the customer directly from the system. Useful functionality, isn’t it? You will appreciate the time savings especially at the end of the sales cycle when the unstructured process can last indefinitely. Create complex offers up to 78% faster and earn faster with CPQ!

Quotes always up-to-date

Have your sales reps ever sent an offer with an outdated price or product that is no longer available? Thanks to CPQ this problem ceases to exist! Always up-to-date and easily available data about your assortment and its prices will protect you from unpleasant mistakes. With CPQ you can be sure that your sellers offer the right product combinations and prices, and the quote is reflected in your inventory.

Quotes always up-to-date

Have your sales reps ever sent an offer with an outdated price or product that is no longer available? Thanks to CPQ this problem ceases to exist! Always up-to-date and easily available data about your assortment and its prices will protect you from unpleasant mistakes. With CPQ you can be sure that your sellers offer the right product combinations and prices, and the quote is reflected in your inventory.

Convenience for sellers

 

The offer ready in a few clicks? Yes – CPQ supports your employees at every step. They only need to specify the type of offer by selecting the appropriate items from the drop-down menu, and CPQ will suggest the products. What’s more, depending on the calculated discount, the program sends notifications to people who need to approve a given discount – and they can do it in a few seconds via a smartphone. Browsing outdated catalogs is a thing of the past, and your salespeople will be able to attract new customers instead of wasting time on tedious, repetitive tasks.

 

Here are some areas in which CPQ will facilitate the work of your specialists:

  • automatic extension of contracts,
  • contract management (upselling / updates),
  • placing orders via CPQ and
  • CPQ integration with ERP system directly from Salesforce.

Convenience for sellers

The offer ready in a few clicks? Yes – CPQ supports your employees at every step. They only need to specify the type of offer by selecting the appropriate items from the drop-down menu, and CPQ will suggest the products. What’s more, depending on the calculated discount, the program sends notifications to people who need to approve a given discount – and they can do it in a few seconds via a smartphone. Browsing outdated catalogs is a thing of the past, and your salespeople will be able to attract new customers instead of wasting time on tedious, repetitive tasks.

 

Here are some areas in which CPQ will facilitate the work of your specialists:

  • automatic extension of contracts,
  • contract management (upselling / updates),
  • placing orders via CPQ and
  • CPQ integration with ERP system directly from Salesforce.

Create new revenue models

Changing the business model requires changing the processes. Your customers’ needs are growing and to be able to meet them, you need effective technology that will allow you to operate efficiently and flexibly. Due to the increasing availability of modern technologies – such as artificial intelligence, data science, and blockchain – many companies are deciding to change their business model. If you are also considering it and will go for the subscription model, Salesforce CPQ will be the perfect solution. With this tool, you will automate updates and renewals of your product or service subscriptions. You will also make the customers trust you and stay loyal to you!

Create new revenue models

Changing the business model requires changing the processes. Your customers’ needs are growing and to be able to meet them, you need effective technology that will allow you to operate efficiently and flexibly. Due to the increasing availability of modern technologies – such as artificial intelligence, data science, and blockchain – many companies are deciding to change their business model. If you are also considering it and will go for the subscription model, Salesforce CPQ will be the perfect solution. With this tool, you will automate updates and renewals of your product or service subscriptions. You will also make the customers trust you and stay loyal to you!

Scale business with CPQ

Thanks to CPQ, the time needed to introduce a new sales team employee is reduced to an absolute minimum. A new person in the team does not need to know the rules for creating specific combinations of products, or their codes. Salesforce CPQ guides the employee who can focus on quickly creating complex quotes as well as establishing and maintaining lasting business relationships. In addition, if you sell through partners, you can enable them to use the CPQ implemented in your company. You can do it through a dedicated portal – Salesforce Partner Community.

Scale business with CPQ

Thanks to CPQ, the time needed to introduce a new sales team employee is reduced to an absolute minimum. A new person in the team does not need to know the rules for creating specific combinations of products, or their codes. Salesforce CPQ guides the employee who can focus on quickly creating complex quotes as well as establishing and maintaining lasting business relationships. In addition, if you sell through partners, you can enable them to use the CPQ implemented in your company. You can do it through a dedicated portal – Salesforce Partner Community.

Entrust Cloudity to implement CPQ in your company

Our experts will analyze your current sales processes and work out the scope of implementation on which your company will benefit the most. We will combine CPQ with an existing Salesforce instance in your organization or implement it together with Salesforce Sales Cloud – as part of a separate project. This will result in an additional increase in the productivity of your sales department.

Entrust Cloudity to implement CPQ in your company

Our experts will analyze your current sales processes and work out the scope of implementation on which your company will benefit the most. We will combine CPQ with an existing Salesforce instance in your organization or implement it together with Salesforce Sales Cloud – as part of a separate project. This will result in an additional increase in the productivity of your sales department.