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Salesforce CPQ

Automate your CPQ. Close deals. Drive revenue.

With the Salesforce CPQ, you can increase your revenue by closing deals faster, controlling the pricing, and automating quotes.

Sell and bring revenue faster

Automate your cpq. Close deals. Drive revenue.

With the Salesforce CPQ, you can increase your revenue by closing deals faster, controlling the pricing, and automating quotes.

By spending less time configuring quotes, searching SKU’s, and streamlining pricing, discounts and approvals, you can spend more of your time selling and focusing on closing deals. The less you configure, the more you sell and increase sales productivity.
Create, design, deliver and submit proposals directly from the Sales Cloud platform. The powerful app ecosystem of Sales Cloud, together with AppExchange, will also help enable you to execute redlining and Contract Life Cycle Management (CLM) procedures with ease.
By use of next generation billing and revenue recognition system, you can send or mail invoices and collect cash payments without problems. The fully automated system quickly recognizes revenue, invoices, payments, orders, and quotes in order to process and generate actionable insights or sales intelligence.

Automatic and guided selling

Leverage your business with salesforce quote-to-cash solutions.

Salesforce CPQ solutions help companies and businessmen close more deals, deliver quotes, submit contracts, send invoices and collect cash payments faster and more accurately.

Build sales quotes and increase sales rep productivity by configuring products, pricing orders and generating quotes faster using CPQ solutions for increasing sales and sales performance:

Easily guide your sales reps when it comes to selecting and matching the right products and services with the right customers. Effectively speed up the selling process in order to further boost productivity. Assist in identifying opportunities for cross-sell or upsell.
Convert quotes into orders. Automatically and efficiently load orders into the system. Create renewal quotes. Apply price ramps.
Configures products and services according to business policy. Updates configurations in cases of product changes, policy changes and special promotions.
Salesforce mobile app allows you, your customers, partners and employees to access the community from any device. Increases multi-channel sales. Allows partners to sell products and services easily through any channel. Updates your pipelines and sales forecasts every time your partners generate quotes.
Keep pricing and discounting processes consistent. Accelerate the approval process for quicker service. Generate quotes easily and accurately for customers.

Document generation

Attractive proposals and contracts

Process add-on orders automatically, and create attractive proposals and contracts quickly using contract management solutions.
Easily create executable contracts. Deliver contracts with just a click or tap and from any device. Embed e-signature into contracts to facilitate faster closing of deals. Manage contracts by tracking them against customer records.
Create branded proposals that are professional-looking using customizable pre-built templates. This also hastens the process, allowing you more time to really focus on the content. Design each document according to your preference. Customize each and edit as needed, this adds that personal touch.
By use of next generation billing and revenue recognition system, you can send or mail invoices and collect cash payments without problems. The fully automated system quickly recognizes revenue, invoices, payments, orders, and quotes in order to process and generate actionable insights or sales intelligence.

Invoice Management

CPQ solutions

Integrate your billing, invoicing, collections and reporting processes using CPQ solutions that help speed up billing and charging services.
Automate accurate invoicing process. Easily create invoices using any device. Send invoices from any device, anytime and anywhere.
Manage regularly billed services or subscriptions. Set up auto renewals for subscriptions. Ensure that renewals are never missed.
Automatically recognize revenue and report structure of deals. Create and customize reports. Create and customize dashboards to show and rank the top-spending and most profitable customers, and identify the most efficient pricing models.
Manage your taxes and run reports easily. Feed reports into your accounting system automatically. Allow multicurrency selling and billing without problems to maximize revenue. Manage all taxes including VAT, use tax, sales tax, and GST (or PST/HST) calculations.
Collect payments easily. Manage collected payments and collectible payments. Manage dunning processes