Book Image

The Salesforce CPQ Implementation Handbook

By : Madhu Ramanujan
Book Image

The Salesforce CPQ Implementation Handbook

By: Madhu Ramanujan

Overview of this book

Salesforce CPQ is innovative software that enables you create better quotes, improve quoting accuracy, and maximize sales and deals. It also provides a quick analysis of profits and losses, helping you improve the overall execution of sales processes, and allows a great deal of flexibility for your prospects, customers, and business partners. The book starts with the Quote-2-Cash business process in Salesforce and shows you how to assess when a business needs to implement CPQ. You’ll then progress to configuring opportunities, quotes, and CPQ products. As you advance, you’ll understand how to define and configure price books, price rules for CPQ quote automation, multidimensional quoting, and more. Next, you'll look at how to configure CPQ guided selling and create package configurations, contracts, and amendments. Later chapters will demonstrate how to perform data migration from a legacy system and the order in which the objects are to be migrated. You’ll also explore CPQ billing and its advantages with the help of different use cases before learning about Industries CPQ and how it is different from standard Salesforce CPQ. Finally, you’ll discover best practices for achieving optimal CPQ performance and avoiding performance bottlenecks. By the end of this Salesforce book, you’ll be able to implement Salesforce CPQ for any business.
Table of Contents (17 chapters)
Section 1: Getting Started with Salesforce CPQ Implementation
Section 2: The Next Stage of the CPQ Journey
Section 3: Advancing with Salesforce CPQ

Section 1: Getting Started with Salesforce CPQ Implementation

This section focuses on providing Salesforce CPQ foundational knowledge. You will understand the quote-to-cash process and get an overview of CPQ Using simple examples, you will learn how to create CPQ quotes from opportunities and understand the relationship between opportunities, quotes, and products. You will focus on how products can be configured and customized, how complex pricing can be automated with applicable discounts, and how to create quotes accurately. You will understand how product rules, price rules, and quote templates can be customized for any business easily.

This section comprises the following chapters:

  • Chapter 1, Getting Started with Salesforce CPQ Implementation
  • Chapter 2, Configuring Opportunities and Quotes
  • Chapter 3, Configuring CPQ Products
  • Chapter 4, Configuring CPQ Pricing
  • Chapter 5, Generating and Configuring Quote Templates