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Salesforce CPQ

Brand: Salesforce

  • 4.1

  • 4 Ratings

Salesforce CPQ automates quotes and proposals, streamlining sales by configuring products and pricing rules.

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€25

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Starting at €25

Salesforce CPQ Overview

What is Salesforce CPQ?

Salesforce CPQ is a sales CPQ software that automates the process of creating customized quotes for customers. It integrates with Salesforce CRM to provide accurate pricing and product configurations based on customer needs. CPQ streamlines the sales process by allowing users to configure complex products, calculate pricing dynamically, send comprehensive quotes to customers, secure orders, and generate engineering documents, all within a single application.

The Configure-Price-Quote Salesforce tool has numerous features to optimize CPQ tasks, including Product and Price Rules, Guided Selling, Contract Amendments/Renewals, and CPQ Favorites. These features help sales teams select the right products, apply accurate pricing and discounts, and create professional quotes quickly. By automating these tasks, Salesforce CPQ helps reduce average sales time, increase average deal size, and boost business ROI.

Why Choose Salesforce CPQ Software?

  • Formalized Rules: Establishes standardized rules and pricing for consistency and accuracy.
  • Increased Efficiency: Automates quote-to-cash processes, reducing administrative tasks and boosting efficiency.
  • Improved Sales: Offers guided selling, automated quoting, and contract automation for faster sales cycles and higher deal values.
  • Enhanced Customer Experience: Delivers personalized quotes and contracts for better customer service and satisfaction.
  • Increased Revenue: Boosts average deal size significantly, with companies seeing a 105% increase.
  • Cost Savings: Cuts errors, staff turnover, and administrative time, leading to cost savings and higher profitability.
  • Seamless Integration: Integrates with ERP systems to streamline processes and reduce operating costs.
  • Cloud-Based and Mobile: Provides cloud-based and mobile access for easy collaboration across the organization.
  • Advanced Analytics: Offers intelligent analytics and automated reporting for data-driven decisions and improved sales performance.

Benefits of Salesforce CPQ Platform

  • Streamlined Sales: Simplifies sales processes, reducing manual efforts for smoother transactions.
  • Faster Quotes: Automates quoting, speeding up response times to customer inquiries.
  • Cross-Selling: Identifies cross-sell and upsell opportunities based on customer data.
  • Real-Time Pricing: Manages pricing and discounts in real-time for accurate and competitive offers.
  • Improved Collaboration: Enhances communication between sales, finance, and operations teams.
  • Enhanced Visibility: Provides insights into sales pipelines, forecasts, and performance metrics.
  • Compliance: Enforces pricing and discount policies for regulatory and governance compliance.
  • Customer Insights: Analyzes customer data to inform targeted sales strategies.

Pricing of Salesforce CPQ

Salesforce CPQ price in India starts at €25 at techjockey.com.

The pricing model is based on different parameters, including extra features, deployment type, and the total number of users. For further queries related to the product, you can contact our product team and learn more about the pricing and offers.

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Salesforce Company Details

Founded Year:  1999

We're Salesforce, the customer company. CRM + Data + AI + Trust.

Director/Founders Adam Evans, Halsey Minor, Marc Benioff, Max Comparetto, Parker Harris
Company Size 1000+ Employees

Salesforce CPQ Pricing & Plans

Starter Suite
Starting at €25
    • Users

      Users
      Users
    • Monthly

      Monthly
      Monthly

Key Features

  • Simplified Setup & Onboarding

  • Lead, Account, Contact & Opportunity Management

  • Email Integration & Automated Activity Capture

Professional
Starting at €80
    • Users

      Users
      Users
    • Monthly

      Monthly
      Monthly

Key Features

  • Forecast Management

  • Customizable Reports & Dashboards

  • Quoting & Contracting

Enterprise
Starting at €165
    • Users

      Users
      Users
    • Monthly

      Monthly
      Monthly

Key Features

  • Everything in Professional plus Advanced Pipeline

  • Territory Management & Planning

  • Workflow and Approvals

Salesforce CPQ Features

  • icon_check Approval Workflow
    Streamline the approval process for quotes and proposals, ensuring consistency and compliance with company policies.
  • icon_check Quotes/Estimates
    Generate accurate and professional-looking quotes and estimates quickly, enhancing the sales process.
  • icon_check Renewal Management
    Manage contract renewals efficiently, ensuring timely renewals and maximizing revenue opportunities.
  • icon_check 2D Drawing
    Create 2D drawings of products or configurations for visualization and reference purposes.
  • icon_check 3D Modeling
    Generate 3D models of products or configurations to provide a more immersive experience and aid in decision-making.
  • icon_check Catalog Management
    Organize and manage product catalogues effectively, ensuring that sales reps have access to up-to-date product information.
  • icon_check Client Portal
    Enhance collaboration by providing customers with a secure portal for accessing quotes, contracts, and relevant information.
  • icon_check Contact Management
    Efficiently manage customer engagement by providing sales reps with necessary contact information.
  • icon_check Proposal Management
    Empower sales reps with fast, customizable proposal creation.
Salesforce CPQ Demo Video play icon

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Watch the demo video to explore key features, real workflows, and how the software fits your business needs.

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Salesforce CPQ Specifications

Supported Platforms
Ubuntu Ubuntu Windows Windows MacOS MacOS Linux Linux
Devices
Desktop Desktop
Deployment
Cloud-Based Cloud-Based
Suitable For
All Industries
Business Specific
All Businesses
Business Size
Small Business Medium Business Enterprises
Customer Support
Email Communities
Language
English
Training Resources
Videos

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Salesforce CPQ Review

4.1

Out of 5

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Overall Rating

Based on
4 Verified Ratings

Rating Breakdown

  • Features 4.2
  • Value for Money 4.3
  • Ease of Use 3.6
  • Customer Support 4.2

90% Recommend this Product

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What is the pricing for Salesforce CPQ Software?

The starting price for Salesforce CPQ in India is € 25 on techjockey.com.

Is there a Salesforce CPQ Software mobile app available?

No, Salesforce CPQ Software is not accessible on mobile devices.

Which operating systems does Salesforce CPQ Software support?

The operating systems supported by Salesforce CPQ Software are Ubuntu, Windows, MacOS and Linux.

Does Salesforce CPQ Software offer a trial version?

Yes, Salesforce CPQ Software offers a free trial.

How does Salesforce CPQ Software operate?

Salesforce CPQ Software automates the creation of quotes and proposals for products and services, streamlining the sales process by configuring products and pricing rules to meet customer needs.

Who can benefit from using Salesforce CPQ Software?

Salesforce CPQ Software can benefit all industries focused on reaching sales goals and streamlining customer support.

What kind of support does Salesforce CPQ Software offer?

Salesforce CPQ Software offers various support options, including online documentation, community forums, and dedicated support teams for enterprise customers.

Can Salesforce CPQ Software be customized to meet specific business needs?

Salesforce CPQ Software can be customized to meet specific business needs through its robust API and integration capabilities.

Salesforce CPQ Questions

A:

Salesforce is a customer relationship management software, whereas Salesforce CPQ is a tool for configuring, pricing, and quoting products.

CRM provides its users with a broad set of features for marketing, sales and customer service, while CPQ focuses on accurate pricing and quoting.

Shamsher Nov 19, 2024
A:

If you are a native salesforce product user, then the best choice of CPQ for you will be Salesforce CPQ. But some other CPQ options that are also well known are as follows:

  • Oracle CPQ Cloud
  • Conga CPQ
  • Zuora CPQ
  • SAP CPQ
Anas Javed Nov 19, 2024
A:

In Salesforce CPQ, contracted pricing is a functionality that enables sales reps to utilize the product's contract price on future quotations from the same account.

tejas gujar Sep 1, 2024
A:

When setting up bundle products, users can impose restrictions on product options using the option constraints tool in Salesforce CPQ. Some of its functionalities are as follows:

  • Enable or disable options: A user can enable or disable a product in a bunch if another product option is selected.
  • Require options: When there are multiple restrictions aimed at a constrained choice, a user can demand that all of them be chosen.
  • Prevent options: It is possible to block sales reps from selecting a choice until they have made another choice.
Gaurav Kumar Sep 1, 2024

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Terms and Condtions

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Users with registered businesses can purchase goods from merchants on the platform to satisfy their business needs. Users are not permitted to utilize any products acquired through the platform for resale, advertising, business, or further distribution.

For each purchase made, users will receive a Tax Invoice (or 'GST invoice') that includes specific details such as:

  • the GSTIN of the user associated with their registered business, and

  • the specified Entity Name for their business.

It should be noted that not all products are eligible for GST Invoice. Only the products displayed by participating sellers with the 'GST-based Invoice Available' callout on the product description page would qualify.

Certain goods and services are not eligible to get a GST Invoice, including items with VAS, i.e., Value Added Services (e.g., Total Mobile Protection/Assured Buyback) and those involving an exchange offer at the time of purchase.

Users must ensure the accuracy of the GSTIN, and business entity name provided for the GST Invoice. Requests for corrections into GST Invoice would not be accommodated by Techjockey.com or any Seller, and any issues arising from user-provided information are the sole responsibility of users.

Techjockey.com is not liable for the GST Invoice or any associated input tax credit. To efficiently claim an input tax credit, users should select the registered place of business address as per the GST authority's data and follow the provisions of the GST Act and rules.

To claim an input tax credit, the delivery and billing addresses must match. Furthermore, input tax credits will not be granted if the delivery address and GSTIN on the invoice are from different states. In case of incorrect GST details provided during the order placement, the order will be canceled automatically.