What is Salesforce CPQ?
CPQ (Configure, Price, Quote) is a powerful software solution within Salesforce Sales Cloud designed to streamline sales processes. It helps businesses efficiently configure products or services, set accurate prices, and generate quotes 33% faster. By implementing CPQ, businesses identify the right solutions based on customer needs and eliminate errors in opportunities, quotes, and contracts.
After implementing Salesforce CPQ, businesses achieve the following benefits:
- Reduction in manual tasks
- Increase in sales productivity
- 38% decrease in errors
Key reasons to choose Routine Automation:
- Comprehensive solutions. We provide CPQ seamless integration with your existing CRM, enhancing the efficiency of your sales agents.
- Tailored services. Our customized approach ensures the CPQ solution meets your specific business needs.
- Dedicated support. We provide ongoing support and maintenance from our team of 60+ certified Salesforce specialists to keep your CPQ system running smoothly.
What Does CPQ Stand for?
Quickly customize your service or product according to your clients’ needs. It contributes to faster deal closings.
Automate the pricing process by applying predefined pricing rules, discounts, and special offers. It ensures accurate and consistent pricing, reducing the risk of errors and increasing customer trust.
Generate quotes quickly and accurately, incorporating all configured products and pricing information. It speeds up the sales cycle and enhances the customer experience.
Discover the Power of Salesforce CPQ
Watch this video to discover what CPQ (Configure, Price, Quote) is and why your business needs it in 2024.
Learn how CPQ can transform your sales processes by:
- helping your reps close deals faster,
- giving your company greater control and visibility,
- enabling the launch of new revenue models.
Explore the benefits of CPQ and see how it can help your business thrive.
Our Success Stories
Why RA is a Top Salesforce CPQ Implementation Partner
Routine Automation has successfully delivered over 250 Salesforce solutions in the last 5 years. It makes us a trusted partner for Salesforce CPQ implementation. Our expertise in CPQ consulting services positions us as leaders in software implementation.
Benefits of Salesforce CPQ
Streamline your sales process
Faster quote generation
Generate accurate quotes quickly with automated pricing and product catalogs from your CRM. Cut manual calculations, speed up responses, and shorten the sales cycle by a third.
Improved pricing accuracy
Ensure consistent and precise pricing with predefined pricing rules, discount structures, and approval processes. It minimizes errors and helps maintain customer trust.
Increased sales productivity
Automating tasks with Salesforce CPQ lets your sales team focus on selling, boosting lead conversions by 17% and increasing the average deal size by 105%.
Enhanced customer experience
Provide customers with tailored product offerings and accurate quotes, enhancing their buying experience.
Easy-to-use sales tool for your team
Configure products, pricing, and discounts, and send proposals straight from the CRM using predefined templates for a professional presentation and enhanced customer experience.
Streamline your sales process
Let's grow your business with the #1 CRM in the sales industry!
Salesforce CPQ Implementation Process
Entrust it to RA’s experienced engineers
Define goals
We create a detailed plan with clear goals, identifying pain points and needs to ensure the CPQ solution meets your industry’s specific challenges.
Data migration and configuration
Migrate your pricing and quote data into Salesforce CPQ with mapping, extraction, import, and validation. Configure Salesforce CPQ to match the solution design.
User acceptance testing
Conduct thorough testing to ensure Salesforce CPQ meets all requirements. Fix issues and involve end-users for feedback before going live for smooth operation.
Roll out
Launch Salesforce CPQ to the production environment, ensuring a seamless transition.
Optimization
We refine the CPQ system. Adjust configurations, workflows, and integrations to support new revenue models and optimize performance.
Ongoing support
Our team guarantees continuous support and maintenance. We ensure your CPQ system runs smoothly, addressing any issues promptly and keeping it updated with the latest enhancements.
Entrust it to RA’s experienced engineers
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FAQ
How does Salesforce CPQ integrate with other Salesforce products?
Salesforce CPQ seamlessly integrates with other Salesforce products, including Sales Cloud and Service Cloud. This integration ensures a smooth data flow across your sales and customer service teams, enhancing collaboration and providing a unified view of customer interactions.
How much does Salesforce CPQ cost?
The cost of Salesforce CPQ depends on your business’s specific needs and size. Pricing follows a subscription model, and the base cost for CPQ licenses starts at €75 per month. For a detailed quote tailored to your requirements, it’s best to contact Salesforce directly or consult a certified implementation partner.
Additionally, the overall cost of Salesforce CPQ implementation is not included in the license fee, and it depends on the complexity of your needs, the number of specialists involved, and the scope of the implementation work.
Can Salesforce CPQ be customized for specific business processes?
Yes, Salesforce CPQ can be customized to align with your unique business processes. It offers flexible configuration options, allowing you to tailor product configurations, pricing rules, and approval workflows to fit your specific needs.
What apps and add-ons can be implemented with CPQ?
Salesforce CPQ can be enhanced with various apps and add-ons available on the Salesforce AppExchange. Some popular integrations include:
- Salesforce Billing: For managing invoicing, payments, and subscriptions.
- Salesforce Einstein Analytics: For advanced analytics and AI-driven insights.
- DocuSign: For electronic signature and document management.
- Conga Quote Generation: For document generation and contract lifecycle management.
- Salesforce Pardot: For marketing automation and lead generation.
These integrations help expand the capabilities of your CPQ system, providing additional tools to streamline your sales processes and improve overall efficiency.