Salesforce CPQ
Automate your quoting, contracting, and billing process.
Overview
Salesforce CPQ, part of the Sales Cloud, helps companies accelerate sales cycles by automating the process of creating accurate and professional sales quotes. It guides sales reps through complex product configurations, pricing rules, and discounting, ensuring compliance and maximizing revenue.
✨ Key Features
- Guided selling
- Product configurator
- Pricing & discount management
- Quote & proposal generation
- Contract & renewal management
- Billing automation
🎯 Key Differentiators
- Native integration with Salesforce CRM
- Extensive ecosystem via AppExchange
- Advanced AI capabilities with Einstein
Unique Value: Seamlessly extends the Salesforce CRM to handle complex quoting and billing, creating a unified lead-to-cash process.
🎯 Use Cases (4)
✅ Best For
- Technology and software sales
- Manufacturing with complex configurations
- Telecommunications bundling
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Very simple, single-product sales
- Companies not using the Salesforce ecosystem
🏆 Alternatives
Offers deeper, more native integration with Salesforce data and processes than third-party tools.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Live Chat
- ✓ Phone Support
- ✓ Dedicated Support (Premier Success Plan tier)
🔒 Compliance & Security
💰 Pricing
✓ 14-day free trial
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