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Salesforce CPQ
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Salesforce CPQ

Overview
Synopsis

Salesforce CPQ enables you to configure products, price orders, and generate quotes while reducing errors and increasing sales rep productivity.

Category

CPQ Software

Features

• Guided Selling
• Product configurator
• Pricing and quoting software
• Orders and Renewals
• Channel Management Software

License

Proprietary

Price

• CPQ – $75/user/month (billed annually)
• CPQ + – $150/user/month (billed annually)
• CPQ + with Billing – Custom prices

Pricing

Subscription

Free Trial

Available

Users Size

Small (<50 employees), Medium (50 to 1000 employees), Enterprise (>1001 employees)

Company

Salesforce CPQ

What is best?

• Guided Selling
• Product configurator
• Pricing and quoting software
• Orders and Renewals
• Channel Management Software
• Salesforce Integration
• Document Generation
• Contract & Subscription Management

What are the benefits?

• Salesforce Integration
• Document Generation
• Contract & Subscription Management
• Advanced Approvals
• Proposal Generator

PAT Rating™
Editor Rating
Aggregated User Rating
Rate Here
Ease of use
7.7
8.1
Features & Functionality
7.7
Advanced Features
7.5
Integration
7.6
Performance
7.5
Customer Support
7.6
Implementation
Renew & Recommend
Bottom Line

Salesforce CPQ is a configure-price-quote and billing software that helps businesses automate quotes, control pricing, and close deals faster.

7.6
Editor Rating
8.1
Aggregated User Rating
1 rating
You have rated this

Salesforce CPQ enables you to configure products, price orders, and generate quotes while reducing errors and increasing sales rep productivity. Salesforce quote-to-cash solutions allow users to easily deliver sales quotes, contracts, and invoices faster.

Guided selling simplifies the sales process making sure your sales reps are connecting the right products to the right customers. Guided selling prompts your sales reps to enter simple customer data, like company size or industry, enabling them to select the right products and services for each customer.

Guided selling simplifies the product selection process and minimizes quote-processing times. It also boosts productivity by allowing sales reps to easily identify cross-sell and upsell opportunities. Salesforce product configurator enables your sales reps to easily configure appropriate products and services for each of your prospects and customers.

This allows your them to quickly create accurate quotes, change quantities, and add discounts to configure the best solutions for your customers. Salesforce pricing software allows users to consistently apply pricing and discounting rules as well as perform volume discounts, pre-negotiated contract pricing, and channel and partner pricing. Salesforce CPQ allows sales quotes, pipelines, and forecasts o be generated and updated automatically.

Salesforce CPQ provides fully customizable proposal templates allowing you to create professional-looking proposals that meet your company's branding standards. Salesforce CPQ automatically generates renewal quotes based on the previously closed and validated quotes eliminating the need to set up reminders, and reducing the risk of missing a renewal.

Salesforce's billing software automatically collates relevant product line costs, integrates all current payment methods, meaning customers can pay for invoices electronically, reducing time from lead to cash. Salesforce CPQ business intelligence tools allow you to generate tailored reports with a single click.

Salesforce e-signature approvals reduces the time and effort required to answer any customer queries, meaning all issues can be handled quickly, improving accountability and customer support. Salesforce also provides remarkable global security standards with a single sign-on feature.

 

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Ease of use
Features & Functionality
Advanced Features
Integration
Performance
Customer Support
Implementation
Renew & Recommend

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