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Salesforce CPQ
Salesforce CPQ

Salesforce CPQ

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Highlights : About Salesforce CPQ

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Order and renewals

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Guided selling

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Manage contracts

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Subscription billing

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Manage sales tax and VAT

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Revenue recognition

About Salesforce CPQ

Salesforce CPQ is a fully native Salesforce unit that automates quoting, ordering, and contracting processes. The solution capacitates users to generate precise sales quotes and deliver accurate orders on the fly, from any device. It enables users to close more deals quickly and improve sales productivity without leaving the Salesforce Cloud.

Specifications

  Business Size
Small, Mid-Market, Enterprise
  Deployments
Cloud
  Language Support
English,Dutch
  Platforms

Product Details

Features

Revenue recognition

Price and quote

Product Configurator

Proposal generator

Invoice

Payments

Order and renewals

Guided selling

Manage contracts

Subscription billing

Manage sales tax and VAT

Benefits

Streamlines a plethora of processes

Salesforce CPQ (formerly Steelbrick) streamlines a plethora of processes involved in the sales cycle. With the solution, it takes only some simple clicks to configure the products, price your order, and generate an accurate quote. This is a next-gen CPQ solution which is faster to deploy and use than the traditional applications.

Enables sales staff to create accurate quotes all the time

The application enables sales staff to create accurate quotes all the time. The guided selling feature empowers sales reps to always find the most suitable product or service for each customer. The sales reps also use the Google-like search capability to suggest products or services more customarily. The feature improves their productivity and enables them to easily discover up-sell and cross-sell opportunities.

The pricing and discount module

The pricing and discount module handles multiple pricing and discounting options including: pre-negotiated contract pricing, volume discounts, percent of total subscriptions, and channel & partner pricing. It enables you to uphold consistency in pricing and discount by setting clear rules. The consistency enables the solution to combine the right blend of components in each quote. This makes it easy to deliver customer-friendly quotes at all times.

Salesforce CPQ helps you to cut the time out of the contracting and proposal processes

Salesforce CPQ helps you to cut the time out of the contracting and proposal processes. The proposal generator enables you to spawn professional looking branded proposals. It allows you to use fully customizable templates to craft documents that look the way you like. The manage contract feature makes it easy to design professional sales contracts. It helps you integrate contracts with signature to close more deals faster.

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