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:


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:

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 …

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