Product

Salesforce CPQ
  • SKU6530
  • BrandSalesforce
  • IndustryCommerical & Financial
  • TechnologyRFID & NFS
  • CategorySoftware & Solutions
  • MiniCategoryERP & CRM
  • Solution
  • Regular Price
  • Type

Salesforce CPQ Features

Configuration

Product Catalog

Allows users to search, filter, sort and select items to be added to quote


Guided Selling

Based on answering questions about customers the configurator automatically selects the best fit products


Configuration Rules

Rules ensure that users select only compatible options and that all required items are included


Configured Pricing

Pricing is displayed during configuration process so that users can quickly see how configuration changes impact the price


Visual Configuration

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


Billing

Automation

Ability to create and send invoices automatically at predefined or custom frequencies.


Consolidation

Consolidate invoices so customers can make one payment for multiple bills.


Adjustments

Adjust invoices to handle exceptions and correct errors.


Blacklisting

Allows users to temporarily or permanently block potential fraudsters.


Pricing

Pricing Flexibility

Ability to support multiple pricing models for one-time, recurring, and other items


Discounting

Ability to manage discounts at quote and line level; ability manage discounts based on volume and customer agreements


Commerical Rules

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


Approval Workflow

Users can submit quotes, contracts, etc for approval and obtain appropriate approvals quickly


Renewals

Allows users to renew existing contracts based on contracted pricing and existing assets already owned


Dunning

Collections

Assists users in collecting payments for unpaid invoices.


Dispute Management

Manages disputes regarding billing and payments.


Escalation

Define escalation processes to suspend service for unpaid invoices.


Quoting

Grouping

Ability to easily group items on quotes; apply and manage discounts and pricing by group


Versioning

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)


Document Customization

Users can customize quote with supporting documents, comments, cover letters for each customer.


Ordering

Enables users to seemlessly convert quotes to orders with appropriate validations, workflow, and integration


Contracts

Ability to convert accepted quotes into contracts; set up of required assets and contracts


Performance

Packages

Track the financial performance of various types of packages.


Discounts

Identify the impact of special pricing and discounts on revenue.


Plan Changes

Monitor plan changes such as upgrades and downgrades, or cancellations.

78%
(Based on 12 reviews)

Admin

Configuration Ease of Admin

Easily build and maintain configurator; flexibility to easily embed all desired business logic

78%
(Based on 166 reviews)

Pricing Administration

Can easily build and maintain pricing logic required by business

79%
(Based on 157 reviews)

Workflow Management

Easily build and maintain workflows, misc commercial fields, commercial rules

79%
(Based on 149 reviews)

Document Admin

Ability to easily build and maintain quotes, contracts, and other document outputs

78%
(Based on 151 reviews)

Channels

Mobile User Support

Supports users working on a mobile devide (phone and/or tablet)

80%
(Based on 223 reviews)

Offline Support

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

81%
(Based on 207 reviews)

eCommerce

End customer users can configure, price, and buy products in a self service environment online

82%
(Based on 190 reviews)

Platform

CRM Integration

CRM integration is flexible and easy to maintain

89%
(Based on 156 reviews)

Integration API

System provides API's that can be used to easily integrate to financial and other 3rd party systems

85%
(Based on 107 reviews)

Internationalization

System support multiple currencies and languages to enable business in multiple countries

84%
(Based on 102 reviews)

Performance and Reliability

System is consistently available (uptime) and system's speed doesn't impact productivity

84%
(Based on 157 reviews)

Scalability

Provides ability for very large quotes, number of products, users, rules, required by enterprize level customers

85%
(Based on 151 reviews)

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

Vendor
Salesforce
Description
The enterprise cloud computing company that is leading the shift to the Social Enterprise. We help employees collaborate and connect with customers.

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Asked Question

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