Configure, Price, Quote
Using Salesforce CPQ, we will provide your sales team with the proper tools and training in order to boost productivity, efficiency and autonomy.
Our partners:
Efficiency & Accuracy
What is Salesforce CPQ?
Salesforce CPQ (Configure, Price and Quote) helps to make the quote-to-cash process fast, efficient and accurate, connecting everything, from everywhere, with a single platform.
CPQ makes your organization more efficient by streamlining the sales quote management process. CPQ creates accurate quotes in less time to increase sales. Work smarter and efficiently by staying profitable, and ahead of the competitors, with the power of Salesforce CPQ. You can get information, right on your mobile devices, with CPQ with highly accurate predictions.
Salesforce CPQ helps to remove various sales bottlenecks such as sending inaccurate quotes to prospects, a manual review process of your sales quotes, using a legacy configurator and the need to implement AI-enabled software.
- Faster & More Accurate Quotes
- Easier & Quicker Process
- Better Control and Consistency
Product Configuration
Create Bundles & Discounts
A bundle is simply a group of products we know should be sold together. When the sales rep chooses to sell the bundle, all the related products come along for the ride. You can also control how your sales rep create, organize and apply discounts to the different products.
There are three types of bundles.
Static bundle: These bundles always have the same products together, in the same quantities, with no changes allowed.
Configurable bundle: This bundle can be customized to your liking, with some limits to prevent impossible configurations. It’s like a build-your-own burrito.
Nested bundle: This is a bundle inside another bundle. For example a configurable product inside a static bundle.
- Faster Quote Creation
- Eliminate Pricing Mistakes
- Discounts & Price Waterfall
Admin as a service
Automate Contracts & Renewals
Use this powerful feature to renew a contract when your subscriptions are about to reach their end date. If you’re using an asset-based renewal model, you can renew a percent the total product and its covered assets.
Here are a few use cases for this feature:
- The subscriptions on one contract are near their end dates and your customer wants to renew them for another term of service.
- The subscriptions on several of your account’s contracts are near their end dates. Your customer wants to renew them, and you want to move all the renewed subscription products into a single renewal opportunity.
- You have a percent of total asset that represents a subscription and at least one covered asset.
Communication is key
Contact us!
Let us know a little bit more about your project.