Salesforce CPQ, formally known as Steelbrick, is a Configure-Price-Quote CRM platform that streamlines quote the cash process, enabling Sales Reps to quote and price efficiently & accurately. With its amazing out-of-the-box features for Product Configuration, easy-to-configure bundles and Options, advanced Pricing, and discounting for different needs, CPQ offers outstanding capabilities to provide professional and accurate quotes to prospects quickly. Join our Introduction to Salesforce CPQ session to learn more.
What is Salesforce CPQ?
Salesforce CPQ (Configure, Price, Quote) is a software solution that helps businesses automate and streamline their quoting and sales processes. It enables sales teams to quickly and accurately generate quotes, proposals, and contracts for customers.
- C Is for Configure: What products does the customer want to buy (configure)
- P Is for Price: How much do those products cost (price)
- Q Is for Quote: How can we give the customer details about the Sale (quote)?
The video introduces the general quoting challenge many customers face and how Salesforce CPQ, with its outstanding capabilities, helps address most of their quoting needs.
Here is the agenda of the session
- Introduction to Salesforce CPQ
- Common Quoting Challenges
- Why CPQ?
- What is CPQ?
- Salesforce CPQ process flow
- Salesforce C-P-Q
- Begin Your Salesforce CPQ Journey
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CPQ software can help businesses improve sales efficiency, reduce errors, and increase revenue by giving sales reps the tools to create accurate quotes and proposals more quickly. Salesforce CPQ is a popular CPQ solution that is built natively on the Salesforce platform and integrates with other Salesforce products like Sales Cloud and Service Cloud