#3) Reduce compliance burden and financial risks Here is a figure that explains the above:

Generate renewal quotes proactively and thereby reduce churns by sending them to clients.

Offer complete visibility into the customer’s purchased assets and subscriptions in a single place for the empowerment of service agents.

Streamline the process for add-ons or upgrades for easier upselling and cross-selling.

Get the price from an earlier quote or define negotiated prices by streamlining repeat business.

Here is a figure that explains the feature:

Use pre-defined pricing and discount guidance for different deal scenarios of complex quotes.

Streamline complex sales cycles with rules and pre-configured solutions.

Create branded quotes accurately with a mere click for hiding and revealing quote lines and discounts.

Use the step-by-step configuration wizard to enable the sales reps to select the right products and services.

#1) Configure complex deals easily and faster

The above-enlisted features are explained in the following section. Reduce compliance burden and financial risks.Configure complex deals easily and faster.Generate revenue faster by quickly closing the deals with the following features of CPQ: Let us now highlight some features of Salesforce CPQ. Here is an image for unifying sales and revenue: Spread the transactions related to revenue over the financial periods and facilitate the revenue.Consolidate billable charges into a single invoice per customer.Streamline the acceptance of sales orders and pass over the quote details.Create automated renewal opportunities for reducing the attrition.īreakdown the back-office siloes for streamlining the quote-to-cash process with.Streamline the upselling and cross-selling with price upliftment.Offer centralized visibility of subscriptions and entitlements.Automate contract amendments, usage pricing, and renewals for scalable growth.Here is an image on Configuration of Products:Įnables you to align your quotes as per customer needs with subscriptions and the options of usage billing in the following ways:

Use pre-configured or customized bundles to create custom solutions.Streamline the quoting approvals, ensuring compliance with product rules.Use easy-to-navigate complex product catalogs for transforming reps and partners into advisors.It helps to accelerate the channel partner sales with the help of a scalable process. Salesforce CPQ works in the following way: Here is an image on the Salesforce CPQ Dashboards: It transforms your business model with a unique quote-to-cash solution, and that helps to create revenue starting from single sales. It also helps in more accurate data and more deals moving through the sales pipeline. The process starts with creating an opportunity by your sales team and subsequently handing over the quote–within a short time. This way the process becomes faster and controlled with speedier closure of errors as well as with fewer errors. Salesforce CPQ enables your sales team to create quotes quickly and with minimal errors and efforts.

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