Main features of Salesforce CPQ:

• Configure:

  • It allows sellers to configure products according to specific customer requirements.

  • It contains configuration rules that prevent incompatible options and ensure that the seller always selects only approved combinations of products and services.

• Price (Pricing):

  • It provides dynamic pricing based on various factors, such as volume discounts, customer-specific discounts, or configuration-based pricing models.

  • It automates pricing rules such as regional pricing, special discounts and pricing packages, ensuring pricing accuracy and consistency.

• Quote (Generating an Offer):

  • It allows you to generate and customize price offers in a clear format that can be sent directly to the customer.

  • It supports electronic signatures and tracking, facilitating faster bid approvals.

Benefits of Salesforce CPQ:

• Faster Sales Cycle: Automating the CPQ process reduces the time it takes to create accurate offers, speeding up the entire sales cycle.

• Accuracy and error reduction: With integrated configuration and pricing rules, CPQ eliminates errors caused by manual processes.

• Better customer experience: Fast and accurate offers improve customer trust and satisfaction.

When Salesforce CPQ is useful:

• Salesforce CPQ is ideal for companies with a complex portfolio of products or services that require flexible configurations and complex pricing models.