Salesforce Steelbrick CPQ Overview

The slides give the introduction to CPQ and provide more details about Steelbrick CPQ which is acquired by Salesforce. Its features and how it will be helful for your orgnization.

Every organization would like to sell to its maximum potential. Problem is, most businesses are still selling through outdated methods, like paper order forms and spreadsheets. Learn how to attract new customers, nurture them via traditional and social channels, and close deals faster with this Sales Process Map.

SteelBrick CPQ helps sales reps do their job more efficiently and accurately. By automatically generating the right mix of products and services for each customer and providing an accurate quote, CPQ allows your sales reps to concentrate on customer relationship building and contacting their next lead.

1. Harshala Shewale Salesforce + SteelBrick = Accelerating CPQ Innovation Lets connect on twitter @ HarshalaShewale

2. Key Take Away What is CPQ ? What is Salesforce SteelBrick CPQ ? How Can It Help Your Business ? Sales Life Cycle Capabilities and Features Use Cases / Demo Pricing Questions Learning Objectives @ HarshalaShewale

3. What is CPQ? @ HarshalaShewale

4. Salesforce SteelBrick CPQ Highest customer satisfaction Highest rating,4/5 Market Presence

5. How Can It Help Your Business ? Accelerate the process Generates fast, affordable results Easily access key metrics and reports Customize products, services and pricing to each individual customer Affordable and well-received by sales teams Puts a stop to steep discounting @ HarshalaShewale

6. Sales Life Cycle

7. Capabilities / Features Quote Line Editor Product Rule Bundle Product Guided Selling Quote Template Multidimensional Quote Contract, Renewals and Amendments

8. Quote Line Editor Objects Involved : Quote Line

9. Product Rule Objects Involved : Product Rule, Error Condition, Product Action, Summary Variables

10. Product Rule Objects Involved : Product Rule, Error Condition, Product Action, Summary Variables

11. Product Bundle Objects Involved : Product, Feature, Options

12. Multi-Dimension Quote Objects involved : Price Dimension, Product

13. Guided Selling How many km do you drive every year with your vehicle? Which product do you want to buy?

14. Object required: Product, Process Input, Quote Processes Guided Selling

15. Quote Template Object required: Quote Template, Sections, Line Columns, Template Content.

16. Contracts , Amendment and Renewals Objects Required: Products, Opportunity, Account, Contract, Quote

17. Pricing

18. Certification and Training Certification SALESFORCE CERTIFIED CPQ SPECIALIST Training Trailhead : Salesforce CPQ Basics Training Videos : Should have a Partner Account Community : https://community.steelbrick.com/

19. References Salesforce Admin to CPQ Hero by Graham Smith https ://www.slideshare.net/awesomeadmin/salesforce-admin-to-cpq-hero-by-graham-smith?qid=99c983ba-bf92-48f2-b776-36092fd0e6e6&v=&b=& from_search=4 7 Reasons Why Your Sales Team Needs CPQ: https ://www.slideshare.net/ColonyLogic/7-reasons-why-your-sales-team-needs-cpq?qid=b298ec95-1625-4161-bbca-ba5a6bf03fb4&v=&b=& from_search=1 CPQ Solution Study https :// www.slideshare.net/demandmetric/cpq-solution-study 5 Secrets for Taking Your Small Business to the Next Level : https:// es.slideshare.net/Salesforce/5-secrets-for-taking-your-small-business-to-the-next-level G2 Crowd - Survey https :// www.salesforce.com/blog/2017/05/salesforce-cpq-leader-g2-crowd.html SteelBrick CPQ Competitors : http :// www.computerworld.com/article/3020621/software-as-a-service/salesforce-causes-partner-pain-with-steelbrick-acquisition.html https://community.steelbrick.com/

20. Questions?

21. Thank you!