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Salesforce CPQ

Salesforce CPQ (Configure, Price, Quote) is a part of the Salesforce CRM platform designed to help organizations configure the prices of their services and products and streamline the entire quote-to-cash process.

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What is Salesforce CPQ?

Salesforce CPQ enables the three core components of quoting: Configure allows users to select products and configure them based on customer requirements, including product bundling, upselling, cross-selling, and dependencies. Price automates pricing calculations taking into account discounts, custom pricing, currency conversions, and other pricing rules. Quote enables sales teams to generate professional, branded quote documents that are accurate and consistent and send them directly to customers. CPQ is particularly useful for companies with a variety of products or complex pricing models, as it streamlines the entire quote-to-cash process, reducing errors, accelerating deal closures, and providing a more seamless customer experience. It helps sales representatives quickly configure products, apply pricing rules, and generate professional customer quotes without leaving Salesforce.

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