Allows users to search, filter, sort and select items to be added to quote
Based on answering questions about customers the configurator automatically selects the best fit products
Rules ensure that users select only compatible options and that all required items are included
Pricing is displayed during configuration process so that users can quickly see how configuration changes impact the price
Images can be displayed of options to enable users to visualize product options as it is being configured
Ease of Use
Configurator guides users through process visually; no significant training required
Ability to create and send invoices automatically at predefined or custom frequencies.
Consolidate invoices so customers can make one payment for multiple bills.
Adjust invoices to handle exceptions and correct errors.
Allows users to temporarily or permanently block potential fraudsters.
Ability to support multiple pricing models for one-time, recurring, and other items
Ability to manage discounts at quote and line level; ability manage discounts based on volume and customer agreements
Allows rules to be written in commercial process so that users don't make errors in pricing, terms, and other commercial considerations
Terms and Conditions
Ensure that users automatically include the right terms based on items being quoted
Users can submit quotes, contracts, etc for approval and obtain appropriate approvals quickly
Allows users to renew existing contracts based on contracted pricing and existing assets already owned
Assists users in collecting payments for unpaid invoices.
Manages disputes regarding billing and payments.
Define escalation processes to suspend service for unpaid invoices.
Ability to easily group items on quotes; apply and manage discounts and pricing by group
Provides abilty for versions to expire, allows users to create new versions, revert to old versions and track changes from version to version
Quote Document Generation
Generate professional proposals with desired branding, product descriptions, pricing, terms, and visuals in desired format (pdf, xls, word)
Users can customize quote with supporting documents, comments, cover letters for each customer.
Enables users to seemlessly convert quotes to orders with appropriate validations, workflow, and integration
Ability to convert accepted quotes into contracts; set up of required assets and contracts
Track the financial performance of various types of packages.
Identify the impact of special pricing and discounts on revenue.
Monitor plan changes such as upgrades and downgrades, or cancellations.
Configuration Ease of Admin
Easily build and maintain configurator; flexibility to easily embed all desired business logic
Can easily build and maintain pricing logic required by business
Easily build and maintain workflows, misc commercial fields, commercial rules
Ability to easily build and maintain quotes, contracts, and other document outputs
Mobile User Support
Supports users working on a mobile devide (phone and/or tablet)
Provides ability to enable sales rep to use Configure, Price and Quote while disconnected from the internet
Channel Partner Support
Provides functionality for channel partners to configure, price, quote and buy products in a self service environment
End customer users can configure, price, and buy products in a self service environment online
CRM integration is flexible and easy to maintain
System provides API's that can be used to easily integrate to financial and other 3rd party systems
System support multiple currencies and languages to enable business in multiple countries
Performance and Reliability
System is consistently available (uptime) and system's speed doesn't impact productivity
Provides ability for very large quotes, number of products, users, rules, required by enterprize level customers
Reporting and Dashboards
Easily generate desired reports and dashboard on configurations, pricing, and quoting
About Salesforce CPQ
Salesforce CPQ (Configure, Price, Quote) is an easy-to-use, next generation app that is part of the Sales Cloud solution offering. Salesforce CPQ is native, so users can create accurate and professional sales quotes quickly and error-free on any device—without leaving Salesforce Sales Cloud.
Salesforce CPQ is part of the innovative quote-to-cash apps from Salesforce that enable companies to easily and accurately manage the entire deal close process—from generating quotes and configuring orders to collecting cash. Our products, Salesforce CPQ and Billing, enable our customers to go live and capture full ROI in weeks rather than months, and growing revenue faster than ever before.
Customers love us —just read our G2 Crowd reviews.
How do you position yourself against your competitors?
Salesforce CPQ and Salesforce Billing offer out of the box software that simply works— anytime, anywhere, and on any device. It’s easy to get started, yet powerful enough for your complex business needs.
Salesforce CPQ and Salesforce Billing are designed for the new Salesforce Lightning Experience user interface. This means:
- They are built natively on the Salesforce Platform using the Salesforce Lightning Design System
- Out-of-the-box alignment with the latest Salesforce Lightning user experience
- Streamlined design maximizes sales rep productivity
- The enterprise cloud computing company that is leading the shift to the Social Enterprise. We help employees collaborate and connect with customers.