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  • Book Overview & Buying The Salesforce CPQ Implementation Handbook
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The Salesforce CPQ Implementation Handbook

The Salesforce CPQ Implementation Handbook

By : Madhu Ramanujan
4.7 (19)
Buy this Book
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The Salesforce CPQ Implementation Handbook

The Salesforce CPQ Implementation Handbook

4.7 (19)
By: Madhu Ramanujan
Buy this Book

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)
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Preface
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Preface
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Who this book is for
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What this book covers
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To get the most out of this book
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Download the color images
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Conventions used
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Get in touch
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Share Your Thoughts
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Learn more on Discord
1
Section 1: Getting Started with Salesforce CPQ Implementation
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Section 1: Getting Started with Salesforce CPQ Implementation
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2
Chapter 1: Getting Started with Salesforce CPQ Implementation
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Chapter 1: Getting Started with Salesforce CPQ Implementation
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The relationship between the sales process and cloud computing
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Understanding the quote-to-cash process
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Introducing Salesforce CPQ
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Salesforce CPQ advantages
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Salesforce CPQ versus Industries CPQ
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Installing Salesforce CPQ
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Summary
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Chapter 2: Configuring Opportunities and Quotes
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Chapter 2: Configuring Opportunities and Quotes
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Salesforce opportunities, quotes, and products
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Introducing CPQ quotes
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The Quote Line Editor
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CPQ approvals
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Advantages of creating orders from a quote
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Summary
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Chapter 3: Configuring CPQ Products
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Chapter 3: Configuring CPQ Products
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Products overview
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Configuring products
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Creating custom actions and search filters
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Configuring product bundles
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Creating product rules
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Creating twin fields
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Summary
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Chapter 4: Configuring CPQ Pricing
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Chapter 4: Configuring CPQ Pricing
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CPQ pricing
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Learning about pricing methods
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Creating Multi-Dimensional Quoting (MDQ)
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Understanding the pricing structure
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Discounting in CPQ
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Creating price rules
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Summary
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Chapter 5: Generating and Configuring Quote Templates
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Chapter 5: Generating and Configuring Quote Templates
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Generating PDF quotes using quote templates
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Creating quote templates and template content
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Creating template content and linking quote templates
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Integrating DocuSign for eSignatures
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Summary
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Section 2: The Next Stage of the CPQ Journey
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Section 2: The Next Stage of the CPQ Journey
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Chapter 6: Configuring Guided Selling
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Chapter 6: Configuring Guided Selling
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Guided selling and its advantages
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Configuring guided selling in Salesforce CPQ
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Testing guided selling in QLE
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Summary
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Chapter 7: Creating Contracts, Amendments, and Renewals
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Chapter 7: Creating Contracts, Amendments, and Renewals
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Contracts overview
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Creating amendments
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Amending MDQ products
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Creating renewals
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Contracted pricing
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Summary
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Chapter 8: Configuring CPQ Package Settings
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Chapter 8: Configuring CPQ Package Settings
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Configuring the CPQ package
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The Documents tab
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The Groups tab
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The Line Editor tab
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The Plugins tab
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The Pricing and Calculation tab
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The Subscriptions and Renewals tab
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The Quote tab
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The Order tab
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Additional settings
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Summary
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Section 3: Advancing with Salesforce CPQ
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Section 3: Advancing with Salesforce CPQ
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Chapter 9: The CPQ Data Model and Migration Concepts
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Chapter 9: The CPQ Data Model and Migration Concepts
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Understanding the CPQ implementation strategy
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Deploying CPQ changes
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Understanding the CPQ data model
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Legacy data migration
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CPQ localizations
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Summary
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Chapter 10: Salesforce Billing
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Chapter 10: Salesforce Billing
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Salesforce Billing overview
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Installing Salesforce Billing
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Creating invoices
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Creating payments
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Understanding the revenue recognition process
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Summary
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Chapter 11: Understanding Industries CPQ
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Chapter 11: Understanding Industries CPQ
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Industries CPQ overview
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Comparing Salesforce CPQ and Industries CPQ
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Enterprise Product Catalog
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Industries CPQ's UI
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Summary
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Chapter 12: CPQ Implementation Best Practices
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Chapter 12: CPQ Implementation Best Practices
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The best practices for improving CPQ performance
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The best practices for CPQ implementation
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Summary
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Further reading
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Why subscribe?
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Other Books You May Enjoy
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Other Books You May Enjoy
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Packt is searching for authors like you
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Salesforce CPQ versus Industries CPQ

Apart from Salesforce CPQ, the other CPQ used for specific business needs is Industries CPQ. Industries CPQ, formerly known as Vlocity, was acquired by Salesforce in 2020, and it is built on the force.com platform. The solutions that Industries CPQ provides are for specific industries that include telecoms, health, insurance, media, and entertainment. Industries CPQ requires a typically extensive programming effort and is not a direct competitor to CPQ. They serve different needs entirely, even though the end result is generating a quote. Industries CPQ helps companies with complex business models overcome the challenges that are unique to their industries.

Industries CPQ with Salesforce Service Cloud helps companies deliver a personalized solution. For example, in the insurance industry, combining Salesforce Service Cloud's omnichannel capabilities with Industries CPQ helps deliver a personalized and seamless retail experience. For the media and entertainment industry, Industries CPQ can provide a complete industry solution across subscriber and advertising sales life cycles for both B2B and B2C customers. Pre-built modules can be downloaded, deployed, and integrated, with Salesforce removing the burden on the business to come up with new solutions.

In Chapter 11, Understanding Industries CPQ, we'll cover more use cases and Industries CPQ tools and features.

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