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)
1
Section 1: Getting Started with Salesforce CPQ Implementation
7
Section 2: The Next Stage of the CPQ Journey
11
Section 3: Advancing with Salesforce CPQ

Chapter 12: CPQ Implementation Best Practices

So far, you have seen how Salesforce CPQ helps businesses close complex deals with speed and accuracy while improving customer satisfaction. It also helps you automate the sales process and avoid manual steps that may be error-prone. We have learned that CPQ helps in configuring customer-specific products, pricing them correctly, and selling the right products to the right customers. We have also discussed how using Salesforce Billing adds additional advantages by providing out-of-the-box billing for subscription, usage-based, and non-subscription products. This also helps create and automate invoices in one platform, avoiding additional integration costs.

The CPQ package provides you with all the customizations and controls that you need to automate your business processes. CPQ and its related customizations can be built on top of the Salesforce platform, and this gives you all the Salesforce automation, including standard configurations...