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Recurring Relationships
1. Recurring Relationships
Upon closing a deal, Salesforce CPQ builds a contract to help you manage your recurring customer relationship. It shows the included items and how often they're billed — plus the contract's end date.
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Managing Recurring Relationships
2. Managing Recurring Relationships
After the first sale, customer relationships only get stronger. Salesforce CPQ automatically creates renewal opportunities that keep upcoming deals on your radar and allow you to forecast the future.
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Renewal Opportunities and Pricing
3. Renewal Opportunities and Pricing
Customize renewals to maximize performance. You are able to set the behavior of how the renewal opportunity will be priced, whether it's pulling in the contract price, the list price, or a percentage of uplift.
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Renewals and Amendments
4. Renewals and Amendments
Renewal opportunities are kept up-to-date with all amendments that occur to the contract during the customer relationship lifecycle. This saves you time and ensures accurate reporting going forward.
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Amendments
5. Amendments
Making changes to customers' contracts is easy. As you adjust quantities, Salesforce CPQ automatically prorates the pricing to co-term the items to the existing contract.
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Amendments — Add-ons
6. Amendments — Add-ons
You can easily increase quantities of contracted line items and calculate their prorated pricing. Once you create the quote, Salesforce CPQ automatically creates an opportunity for this amendment.
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Amendments Update Renewal Opportunities
7. Amendments Update Renewal Opportunities
You will never have to worry about keeping your renewal opportunity up-to-date. Salesforce CPQ automatically adds any amendment changes to the existing renewal opportunity.
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