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

Integrating DocuSign for eSignatures

Prior to the development of eSignatures, a sales rep would email a quote template to customers, which would then be printed by the customer to sign before returning. Today, using eSignatures is becoming the standard way quotes are signed by customers. However, Salesforce CPQ allows automating this process by integrating with third-party tools such as DocuSign. These tools can be used to directly email the quote document to customers, which can then be signed electronically. Then, the documents can be saved in Salesforce objects. Both administrators and customers can save time by using these integrations. So, let's learn how DocuSign can be integrated with Salesforce CPQ.

Your administrator can create a case with Salesforce support for the installation of the DocuSign package. The DocuSign for Salesforce CPQ package uses the SBQQDS namespace. The DocuSign for Salesforce plugin requires the DocuSign Business Pro edition. To install DocuSign...