Introduction to Salesforce CPQ

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.

Recording

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
YouTube video

Further Learning

Please bookmark our Salesforce CPQ Playlist for recording and check our all Salesforce CPQ Training sessions details from here. Help us to spread the words with #ApexHoursCPQ.

  • Link to Salesforce Help Article
  • Link to Trailhead:
  • Link for creating CPQ developer org

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Summary

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

Amit Chaudhary
Amit Chaudhary

Amit Chaudhary is Salesforce Application & System Architect and working on Salesforce Platform since 2010. He is Salesforce MVP since 2017 and have 17 Salesforce Certificates.

He is a active blogger and founder of Apex Hours.

Articles: 458

35 Comments

  1. Hello Apex Hours team. I attended the 1st Salesforce CPQ training session today. Its a great initiative and thanks for the a very good introductory session. Looking forward to attending further sessions

  2. Hello Team,
    Thank you for the Very informative introductory session for CPQ today. looking forward to learning more in upcoming sessions.

  3. HI, It was a god session. Looking forward to upcoming ones.’
    Can you please share URL for CPQ org creation. I cant find it and its not a clickable on video .

  4. Completed 1st session of Salesforce CPQ. It is very helpful to get CPQ Concepts clear.

    Thanks ApexHours Team.

  5. Thanks for the session 2. Learnt a lot. Looking forward for further sessions. Great initiative. Thank you Apex Hours
    Team 🙂

  6. Hi @ApexHours,

    I have completed the first “Introduction to Salesforce CPQ” first session on 4th Jan, 2021. Much informative session to start on SF CPQ.

  7. This was a nice session. Thanks for all your efforts Amit. Completed the first session – ‘Introduction to Salesforce CPQ’ by Sudha. Great learning.

    Thanks again ApexHours team.

  8. Hi @ApexHours,

    Completed 1st session of Salesforce CPQ. Looking forward to learning more about CPQ.

    Thank you,

  9. Hi @ApexHours,

    I have completed the first “Introduction to Salesforce CPQ” first session. Looking forward to learning more about CPQ.

  10. Hello Amit and Apex Team, This is very good to explorer salesforce CPQ knowledge to everyone free of cost, it’s a really nice job.

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