CPQ can help reps create product configurations — including options and discounts — for numerous scenarios. This makes building multiple quotes straightforward. Using a predefined framework, CPQ walks reps through the process and helps them create a complete and accurate quote in minutes.

Describe the role of Salesforce CPQ in the sales cycle. Identify inefficiencies common to legacy sales processes. Explain how Salesforce CPQ addresses sales team pain points.

CPQ software allows sales to deliver quotes quickly thanks to a streamlined quoting process — the result of the customised rules and pricing CPQ automation allows. This is true for companies with one-off sales, subscription pricing, recurring billing, and other revenue models.

The earliest stage of the QTC process is broken down as Configure, Price, Quote (CPQ). It kicks off with configuration, which is when a salesperson takes the first action toward building a quote for a client.

Use Industries CPQ to streamline the order-capture stages of your sales cycle. This way, sales teams use customer-context information to filter the products available from the product catalog and show only those appropriate for the customer.

Describe how contracts and Salesforce CPQ quotes are related. Explain how you can amend contracts with Salesforce CPQ. Describe how Salesforce CPQ automates renewal opportunities and quotes. List advantages of contract and renewal automation.

Nov 14, 2024 · Salesforce CPQ ships with package-specific validation rules on CPQ objects. Review validation rules to understand how CPQ objects interact with other objects and features within the package.

Streamline quoting and invoicing with Salesforce CPQ & Billing for improved sales and finance teamwork. Learn the essentials now.

Sell faster and boost sales productivity with configure, price, and quote (CPQ) capabilities built on Salesforce. Quote quickly and accurately from anywhere, on any channel using guided selling flows, product bundles, and discounting rules for sellers.

Explore the Salesforce CPQ Order Generation process, learn to streamline your sales and manage orders efficiently in our extensive guide.