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


Salesforce CPQ provides your company with the tools you need to take control of the Quote-to-Cash (Q2C) process. Using CPQ, you can easily configure unique solutions for your customers. CPQ provides controls to your sales manager and sales operation team, which include controls over discounts, approvals, and processes.

CPQ helps generate proposals and contracts in minutes, whether it is a new sale, an amendment, or a renewal. You can track all the deal data in one system, as everything is built on top of the Salesforce platform. Closing the deal and using automatic order and invoice generation integrates billing into the same platform, unifying the sales and finance teams into one system.

Integrated payment options make collections fast and easy. Scheduled reports and dashboard alerts can help the sales and finance teams monitor any potential issues. You can also generate revenue recognition schedules for orders with multiple products and different subscriptions. Managers...