Salesforce has proven itself a vast and diverse universe, rapidly growing and ever-changing. Not to mention, nowadays it’s the Customer Relationship Manager (CRM) software industry’s golden standard. For those trying to optimize their sales process, Salesforce CPQ is your best friend because it’s a sales tool companies use to accurately deliver quotes for a given product configuration scenario.
Here’s a guide to help you understand the basics of Salesforce CPQ:
WHAT IS CPQ IN SALESFORCE?
CPQ is a sales team’s strongest ally as it is specifically designed to smooth the sales process. Salesforce CPQ accounts for the following factors when generating prices and optimizing quoting procedures:
In the Salesforce world, CPQ stands for Configure, Price, Quote. Let’s break it down:
C = CONFIGURE
Direct-to-consumer products likely utilize a simple “click and purchase” sales tactic. With B2B companies, however, there’s often some variation in the products you deliver.
For example, imagine …