Salesforce CPQ & Quote-to-Cash
Get more from your quoting processes, without unnecessary complexity
Salesforce CPQ (Configure, Price, Quote) helps sales teams create accurate quotes, manage complex pricing and apply consistent approval processes.
Although Salesforce CPQ is no longer available to new customers, existing customers can continue using and receiving support for the product.
For businesses already using Salesforce CPQ, the priority is making sure it continues to support the way you sell. That might mean simplifying pricing rules, improving quote generation, resolving integration issues or reviewing how CPQ connects with billing and finance.
And when you’re ready to consider what comes next, we can help you assess Agentforce Revenue Management, Salesforce’s newer revenue management platform, without assuming you need to migrate immediately.
What Salesforce CPQ can do for you…
Build easy and accurate quotes.
Let sales reps select the right items for each customer, every time. Get consistent pricing and discounting — and approvals when you need them — even as reps send out more quotes.
Create faster and cleaner proposals and contracts.
Submit proposals that look the way you want every time, and cut time out of the process. Always include the right collateral and terms, and even integrate with eSignature for an easier buying experience.
Connect quoting with billing and finance
Make it easier to move from an approved quote to an order and invoice. With the right integrations and billing solutions in place, Salesforce CPQ can support a more connected quote-to-cash process, reducing manual handovers and improving visibility across teams.
Grow and nurture your customer base
Upsell and cross-sell more. Empower your team with seamless contract amendments for add-ons, swaps, and upgrades.
Business Improvements Using Salesforce CPQ…
+
95
%
Reduction in Approval Time
+
28
%
Reduction in Sales Cycle
+
49
%
Higher Proposal Volume
+
30
%
Quicker ramp up for new reps
Find out more about CPQ
CPQ SmartStart Implementation
For organisations already using Salesforce CPQ, our SmartStart service provides a structured approach to configuring and improving your quoting processes.
We’ll work with you to understand your requirements, configure the agreed functionality and make sure your team can use the solution confidently.
Projects are delivered within a defined 100-hour scope, subject to the agreed configuration limits.
The package includes:
- Requirements workshop to understand your quote-to-order processes
- Pre-project orientation
- Application configuration
- Solution review and preparation of training materials
- Migration and deployment from sandbox to production
- User training
- Post-implementation go-live support
Configuration limits apply.
Find Out More
Whether you need help improving an existing Salesforce CPQ implementation or want to understand your options for moving towards Agentforce Revenue Management, our consultants can help. Complete the form below or call us on 08456 525 625.