Generate professional and consistent custom quotes in minutes with Salesforce CPQ
Continuing our series of the Top 4 Salesforce Features to Know and Use in 2018, one of the toughest questions a salesperson receives is “how much does it cost?” The answer to this question can make or break a deal. Not only does the salesperson have to worry about quoting certain items, but they also need to worry about quoting add-ons that may or may not be relevant to the customer. The process can take hours when done manually.
Enter Salesforce CPQ (Configure-Price-Quote, formerly known as “Steelbrick”).
CPQ takes the busy work out of building quotes, allowing a salesperson to focus on selling the value of their products and services.
Since the most valuable resource for a salesperson is time, having the ability to generate a professional quote in the matter of minutes, shortens sales cycles and lets the rep focus on closing more deals.
Salesforce CPQ (Configure-Price-Quote) starts by finding common needs for a certain client. Whether it be a government agency looking for a fleet of new work trucks or a small firm seeking a couple trucks to get them started, CPQ gathers data from each quote to determine products or services that should be quoted for specific clients. This allows reps to receive a tailored list of products or services they can focus on selling to a specific client.
Sales reps can produce quotes more efficiently by having all the pricing information at their fingertips. The CPQ software connects to your product catalog and populates quotes and orders in your CRM. Salesforce CPQ allows reps to apply discretionary discounts and flags any improper discounts for review. Once all products or services have been selected, CPQ generates a breakdown and calculates the final price.
Once every product or service has been priced, the sales rep is ready to send the quote over to the potential client with just one click. Salesforce CPQ allows companies to customize the look of their quotes with company branding and special terms.
With CPQ, all quotes will look professional and consistent.
Salesforce CPQ Software takes the pain out of complicated pricing, helping sales reps rapidly create estimates, quotes, proposals, and orders that look great.
Salesforce CPQ (formerly Steelbrick) dramatically speeds proposal and quote generation, allowing image-based product selection constrained by your configuration rules. Managers appreciate control over discounts and processes. The CPQ software connects to your product catalog and populates quotes and orders in your CRM.
Salesforce CPQ (configure-price-quote) software comes in three editions, including full Quote-to-Cash that supports billing and collection.
Get ready to quickly and seamlessly create quotes that are complete, accurate, and tailored to your delighted customers.
HingePoint can get Salesforce CPQ set up and integrated into your company’s systems. Our experienced Salesforce developers and consultants will customize CPQ to your organization’s specific needs.
Your systems need to work seamlessly together. Just upgrading to Salesforce isn’t enough. Off the shelf, Salesforce won’t talk to your accounting software, analytics applications, or marketing programs.