Salesforce CPQ(Configure Price Quote).pptx

salesofore CPQ process

1. SALESFORCE CPQ PRESENTED BY : K.PAVAN KUMAR

2. TOPICS What is CPQ? Why CPQ? Installation Of CPQ CPQ package configuration CPQ Process Flow Quote Line Editor Products & Pricing Methods Pro’s and Cron’s

3. Salesforce CPQ is a software solution that helps businesses automate and streamline their quoting and sales processes. It enables sales teams to quickly and accurately generate quotes, proposals, and contracts for customers. WHAT IS SALESFORCE CPQ?

4. WHY CPQ? Guiding users through a consistent process of selecting the best products for the customer. Ensuring the latest product and pricing data is always available and used to prepare quotes . Managing discounting and approvals and generates dynamic proposal documents . Enforcing business and technical rules to ensure complete and valid configurations.

5. INSTALLATION OF CPQ Enable “Email Deliverability” Enable “Chatter” Enable “Orders” Enable “CRM Content” PRE INSTALLATION STEPS POST INSTALLATION STEPS Authorize New Calculation Service Execute Post-Install Scripts Change Page Layout Assignments https://install.steelbrick.com

6. Salesforce CPQ Package Configuration Documents Pricing and Calculation Quote

7. CPQ PROCESS FLOW Create Opportunity Product configuration Price and Discounting Quotes and Proposals Renewal Contracts Add-on Quotes & Orders Contracts Electronic Signature

8. QUOTE LINE EDITOR Quote Line Editor is the user interface Salesforce CPQ provides the Sales Reps to add or remove products, apply discounts and markups, and calculate prices for their quote. The quote line editor interface is where you can view your quote lines and make changes across the entire quote or to individual lines. It can be accessed from the Edit Lines button on the quote record.

9. WHAT IS A PRODUCT IN SALESFORCE? A standalone product can be a service, a software license or a physical product that is sold as a one-time fee. The customer pays for such product up-front and is authorized to use it indefinitely. PRODUCTS SHOULD BE WELL DESCRIBED WITH: Name​ Unique Product Code ​ Product Family​ Activation

10. TYPES OF PRODUCTS Standalone Subscription Usage Based Bundles Perpetual Products

11. WHAT IS PRICING It is crucial that you understand the different types of pricing methods before implementing your CPQ solution. In a quote, not only the correct products are important, but the accurate prices as well. If your client has negotiated different prices with its clients, the sales reps don't have to remember all the numbers. List Block Cost PRICING METHODS:

12. WHAT IS PRICE RULES Price rules automate price calculations and update quote line fields. This feature is useful if your business contains products that change in response to the presence of other products on your quote. Create price rule Create condition Create price action IMPLEMENTATION PROCESS:

13. Preview & Generate Documents To generate documents we need a quote templates.By default salsforce was given a some templates.By using Quote template object we can customize the templates.

14. We can track the Quote-to-Cash Process. Avoiding Human Error Eliminating Time(Reduces Sales Cycle Time) Customization Generates Accurate Quotes Automates Renewals ADVANTAGES DISADVANTAGES Template is powerful but complex and not always dynamic. If you have a complex role hierarchy, you should be sure to thoroughly review these objects and document what each persona should have access.

15. Q&A

16. THANK YOU