Configure, price, and quote all on one integrated platform for faster selling. Quote quickly and accurately with guided selling flows, product bundles, and discounting rules for sellers. Mitigate business risk with controls, approval workflows, and compliance built into the quoting process.
Empower reps to build quotes quickly, accurately, and in compliance with business policies.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Start by selecting your Sales Cloud edition. Some editions already include CPQ right out of the box. For the others, you can easily add CPQ at these price points.
This page is provided for information purposes only and subject to change. Contact a sales representative for detailed pricing information.
CPQ for us was a no-brainer. It’s all the automation that you can do that makes a big difference. It’s really streamlined the quoting process for us massively and being able to do custom things for our industry that we couldn’t do before.
Rudi KhouryExecutive Vice President - Marketing & Digital Transformation, Fisher & Paykel
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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.
