
Salesforce CPQ
Sell efficiently with CPQ built directly into your CRM. Help reps sell and win faster with tools and automation that simplify every step in the quote-to-close process.
Sell efficiently with CPQ built directly into your CRM. Help reps sell and win faster with tools and automation that simplify every step in the quote-to-close process.
Help sales reach new levels of productivity with a seamless revenue management platform.
Ensure error-free quotes with rules you can set for your products, like maximum or minimum amounts, exclusion and dependency rules, and pricing rules.
Max out efficiency with better automation, data, and intelligence.
Connect revenue management processes to accelerate new streams and boost efficiency with Revenue Cloud.
Drive channel sales and partner performance by easily managing resellers, distributors, brokers and more.
Drive forecast accuracy, grow pipeline, and optimise revenue with Sales Cloud and Tableau insights.
Start by selecting your Sales Cloud edition. Some editions already include CPQ right out of the box. For the others, you can easily add CPQ at these price points.
Get basic configure, price, and quote software.
CPQ functionality plus doc generation, advanced approvals, CALM, advanced order management and more.
This page is provided for information purposes only and subject to change. Contact a sales representative for detailed pricing information.
CPQ for us was a no-brainer. It’s all the automation that you can do that makes a big difference. It’s really streamlined the quoting process for us massively and being able to do custom things for our industry that we couldn’t do before.
Rudi KhouryExecutive Vice President - Marketing & Digital Transformation, Fisher & Paykel
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Revenue management is the process of optimising every business activity in the product-to-cash cycle. This includes pricing and packaging, configure price quote, order to cash, and revenue reporting.
Revenue cycle management is important because it helps businesses sell efficiently, streamline their revenue processes, implement controls, reduce operating expenses, minimise revenue leakage, and drive profitable growth.
A revenue management platform is a software tool that helps businesses manage their pricing strategies, recurring revenue models, and sales processes. It provides automation for rules-based dynamic pricing, complex direct sales cycles, omni-channel self-service, recurring billing, and financial reporting.
CPQ stands for Configure, Price, Quote. A CPQ solution is a software tool that helps businesses automate the configuration, pricing, and quoting of their products and services. It streamlines the sales process, improves controls, and accelerates deal cycles.
CRM stands for Customer Relationship Management, a software solution that manages every touchpoint in the customer lifecycle. Salesforce CPQ (Configure, Price, Quote) is a solution that helps businesses automate the configuration, pricing, and quoting of their products and services. While both tools can be used in sales processes, CRM focuses on managing the entire customer relationship, while CPQ focuses on streamlining the sales process.