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


In this chapter, we learned how to create and customize quote templates in Salesforce CPQ, and we explored the out-of-the-box features that administrators can apply to configure quote templates. Quote templates can be created, customized, and reused multiple times. Also, Salesforce CPQ allows us to create multiple templates, and reps can choose the right template based on their business requirements. We have also learned how third-party applications for eSignatures can be integrated with Salesforce CPQ. This helps reps to directly send quote documents using eSignature plugins, and this means they can avoid relying on manual emails for quote signatures. This improves the overall quote-to-cash process efficiency, as we can complete deals and receive signatures with no errors in minutes.

In the next chapter, we will learn about guided selling, which is another out-of-the-box feature that Salesforce CPQ provides for the sales process.