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    Salesforce CPQ Features

    Salesforce CPQ (Configure-Price-Quote) is a powerful quoting tool that helps streamline sales and close deals faster. Sales CPQ is software that helps sales teams manage the quoting process. It provides a streamlined way to create and manage quotes and several features to help sales teams close deals faster. Sales CPQ is a valuable tool for any sales team, but it is beneficial for teams that sell complex products or services. Complex products often require custom configurations, and Sales CPQ can help sales teams quickly create accurate quotes for these products. Guided selling features help sales teams identify the best product configuration for each customer, and pricing methods help sales teams get the best possible price for each deal.

    Guided Selling

    Guided selling is a feature of CPQ that allows sales reps to quickly and easily create customer quotes. It provides step-by-step instructions on configuring products, adding pricing methods, and adding discounts. Guided selling also allows sales reps to save quote templates for future use.

    CPQ Configuration

    The configuration of a CPQ system is critical to its success. There are many factors to consider when configuring a CPQ system, such as the number of products, the types of products, the pricing methods, and the workflow. When configuring a CPQ system, it is essential to consider the number of products offered. The number of products will determine the complexity of the configuration. The types of products offered will also affect the configuration of the CPQ system. If fewer products exist, the configuration will be simple and easy to manage. If there are too few products, the system may not be able to provide the necessary customization level. Some products may require more customization than others.The pricing methods used will also affect

    Price Rules

    Price Rule

    CPQ Bundles

    This can be a great way to increase sales and customer satisfaction. There are a few things to keep in mind when configuring CPQ Bundles.

     

    • First, you’ll need to decide which products to include in the bundle.
    • Second, you’ll need to set up price rules to determine the discount applied to the bundle.
    • Finally, you’ll need to configure the bundle itself, including the order in which the products will be added to the cart.
    CPQ Bundles

    Discount Schedules

    Discount Schedules Image-01

    Generating Order

    When an order is generated, the CPQ system automatically creates a sales order or quote based on the customer’s selections. This ensures that all of the necessary information is captured and the pricing is accurate. The system can also generate a contract if one is required.

    Generating order image
    Amendment and Renewals

    Amendment and Renewals

    Amendments and renewals are an essential part of the CPQ process. They allow you to make changes to your orders and keep them up-to-date. Click on the “amend” button next to the order in question to amend an order. This will open up a new window where you can change the order. Once you’re finished making changes, click “submit”, and your changes will be saved. Click on the “renew” button next to the order in question to renew an order. This will open a new window where you can select a new expiration date for the order. Once you’ve selected a new expiration date, click “submit”, and your changes will be saved.

    Client Testimonials

    “I MUST SAY, I AM IMPRESSED BY THE PROFESSIONALISM OF THE KCLOUD TEAM. WE HAD REQUESTED THEM TO WORK ON THE FIRST PHASE OF OUR SALESFORCE PROJECT AND THEY COMPLETED BEFORE THE ESTIMATED TIMELINES, AT A REASONABLE COST AND 100% ACCURACY. I WISH THE TEAM TO KEEP IT UP.”
    Onkar Jot
    ONKAR JOT
    CEO’S EXECUTIVE KCT Ltd.
    “KCLOUD TEAM ARE EXTREMELY RESPONSIVE AND ARE ABLE TO DO SOME PRETTY GREAT THINGS IN SALESFORCE. THE TEAM AT KCLOUD KNOW SALESFORCE VERY WELL, AND WORK EXPEDIENTLY AND DILIGENTLY TO GET THE JOB DONE. IT IS NICE TO HAVE A PARTNER WHO YOU CAN RELY ON.”
    David-Shedd
    DAVID SHEDD ​
    VP CLIENT SERVICES MINDS EYES
    “WORKING WITH KCLOUD TEAM IS A DREAM! I COULD NOT HAVE BEEN MORE PLEASED. THEY FINISHED THE WORK ON-TIME AND ON-BUDGET. PLUS HE PROVIDED 30 DAYS OF FREE TECHNICAL SUPPORT! THIS WILL BE A LIFE-LONG PARTNERSHIP!”
    Rosa-Thomas
    ROSA THOMAS
    VICE PRESIDENT OF FINANCE AND ACCOUNTING SVN INC.