A partner window gives an option to browse products with popouts to edit a quote and preview approvals, and suggest products.

Salesforce CPQ

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. Mitigate business risk with controls, approval workflows, and compliance built into the quoting process.

Structure bundles and quote efficiently.

Maximise quoting efficiency with product catalogs and pricing accessible straight from your CRM. Implement dynamic pricing strategies with rules that trigger changes when specified products are on a quote. Apply price field rules, conditions, and actions to deliver more sophisticated pricing strategies as the business needs.

Windows filter products by categories, promotions, access networking, and network services, and attribute based adjustments.

Give sellers negotiation levers like the ability to offer discounts on an entire quote or individual products. Drive buyer incentives with volume-based, compound, and proportional discount strategies. Ensure margin protection by requiring approvals for discounts above thresholds set by the business at the quote level or the product level.

A partner window shows a customer shopping cart with popouts to show discount approvals and an option to apply promotions.

Close complex deals fast and ensure compliance with advanced approvals. Automate cross-functional approval chains and reduce deal friction with parallel or dynamic workflows. Design approval processes tailored to your business by setting rules and conditions such as approval triggers, user groups, user permissions, and sequences.

A discount approval window shows a preview, an option to submit, approvers by steps and department, and approval rules.
Windows filter products by categories, promotions, access networking, and network services, and attribute based adjustments.
A partner window shows a customer shopping cart with popouts to show discount approvals and an option to apply promotions.
A discount approval window shows a preview, an option to submit, approvers by steps and department, and approval rules.

Draft, review and send proposals all from CRM.

Speed sales cycles with easy-to-use guided selling. Prompt sellers with targeted questions and intelligently narrow down product options. Provide reps smart recommendations based on responses to help quickly navigate expansive product catalogs.

Self-service windows have drop-downs for type of service, customer needs, and options to get a suggestion and add to quote.

Help sales teams structure product bundles easily with a configurator that shows product features and the options available within each feature. Provide reps the ability to add or remove options from bundles within defined limits. Adapt configurator settings to easily add compatible features, add-on, and upgrade options.

A bundle configurator shows product selection rules and products that exceed the limit with an alert stating this.

Generate proposal documents straight from the quoting process. Configure products, pricing and discounts to send proposed deals to customers straight from CRM. Save sellers time with predefined proposal templates. Ensure a professional branded presentation and elevate the customer experience with integrated document generation.

Windows show deal progress and quote step with an option to create contract,  the contract lifecycle, and a contract preview.
Self-service windows have drop-downs for type of service, customer needs, and options to get a suggestion and add to quote.
A bundle configurator shows product selection rules and products that exceed the limit with an alert stating this.
Windows show deal progress and quote step with an option to create contract,  the contract lifecycle, and a contract preview.

Drive growth with flexible revenue models.

Empower reps to meet customers' varied needs with flexible pricing models such as metered services, consumption-based, or tiered usage structures. Support consumption pricing for any kind of service. Configure units of usage and setup different pricing rates based on usage volume.

Windows show a billing breakdown by term, term unit, type, and rating method with popouts for unit of measurements.

Provide customers flexibility to amend their contract and terms anytime. Accelerate upsells and cross-sells with quoting for add-on, swaps, and upgrade amendments. Reduce churn with automated customer communications like renewal quotes and mid-term change notifications.

Contract windows show terms, renewal information, contract breakdown by charge type, contract amendment, and change alert.

Accelerate partner sales efficiency. Make it easy for partners to give customers accurate quotes for products and services. Embed products, pricing, and rules in policy-aligned partner portals. Automate product recommendations and interactive capabilities for deal collaboration with partners.

A partner window shows a reps quote for a current deal with product name, additional discounts, and partner approval status.
Windows show a billing breakdown by term, term unit, type, and rating method with popouts for unit of measurements.
Contract windows show terms, renewal information, contract breakdown by charge type, contract amendment, and change alert.
A partner window shows a reps quote for a current deal with product name, additional discounts, and partner approval status.

Get the most out of your CPQ solution and revenue management platform with partner apps and experts.

Accelerate revenue growth with thousands of pre-built and consultant offerings on AppExchange. Check them out today.

Accenture Logo
Deloitte Logo
PWC Logo
Neocol logo

Join the Salesblazer Community.

Looking to meet and learn from fellow sales professionals? Our Salesblazer Community is the place for you.

Proud to be named a Leader for CPQ by Gartner for the 7th year.

See why Salesforce CPQ is recognised in the 2023 Gartner® Magic Quadrant™ for Configure, Price & Quote Applications.

Become a Salesblazer with free, guided learning on Trailhead.

Frequently asked questions

Revenue management is the process of optimising every business activity in the product-to-cash cycle. This includes pricing and packaging, configure price quote, order to cash, and revenue reporting.

The benefits of revenue lifecycle management software includes speed and agility to launch new revenue streams, optimise revenue streams, reduce operational costs, and drive automation at scale. All of these benefits work together to help deliver profitable growth.

Revenue lifecycle management software is a tool that helps businesses launch flexible revenue models and manage dynamic customer relationships by automating tasks across the product-to-cash lifecycle on CRM.

CPQ stands for Configure, Price, Quote. A CPQ solution is a software tool that helps businesses automate the configuration, pricing, and quoting of their products and services. It streamlines the sales process, improves controls, and accelerates deal cycles.

CRM stands for Customer Relationship Management, a software solution that manages every touchpoint in the customer lifecycle. Salesforce CPQ is a solution that helps businesses automate the configuration, pricing, and quoting of their products and services. While both tools can be used in sales processes, CRM focuses on managing the entire customer relationship, while CPQ focuses on streamlining the sales process.

CPQ is a sales tool for companies to quickly and accurately generate quotes for orders. CPQ applications often work in tandem with CRM platforms, ERP programs, and other business technology, which helps ensure integrated data and accuracy.