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

The best practices for CPQ implementation

CPQ implementation is no different from any standard Salesforce implementation, and we need to follow the standard best practices. CPQ implementation is also a transformation product, and we need to think about additional best practices. Let's learn some of them:

  • Thoroughly understand your company's sales process and analyze whether there is a need for CPQ. Are the sales reps struggling to close deals? Do you have disconnected systems? Generically, there needs to be a very strong business case for bringing CPQ into a Salesforce environment, but what that business case is can vary widely from client to client.
  • Clearly define the implementation objectives and identify the right time to implement CPQ.
  • Analyze whether you need Industries CPQ with Industry Cloud or the standard Salesforce CPQ.
  • Understand how the existing processes and integrated systems will be affected by CPQ implementation and make sure that the...