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.
What can you do with a CPQ solution?
Help sales reach new levels of productivity with a seamless revenue management platform.
Provide structure & guardrails for reps.
Ensure error-free quotes with rules you can set for your products, like maximum or minimum amounts, exclusion and dependency rules, and pricing rules.
Eliminate revenue leakage with discount controls that dictate discount amounts, allow you to apply proportional discounts, compound discounts and more.
Require approvals when records meet certain conditions, automate resubmitted approvals, and control the order that approvers receive requests.
Generate quotes with one click.
Prompt users with questions to narrow down the products available to select based on their responses. Helps reps quickly navigate the product catalog.
The configurator displays your bundle products and the options available within each product. Use the configurator to add or remove options from your bundle products.
Simplify the process of creating a quote document and sending it to the customer with pre-defined templates. The automation saves times for sales reps working in a high-volume environment.
Build durable revenue with flexible business models.
Usage-based pricing lets you configure many types of tier-driven usage rates for your products and services.
Automatically create a renewal opportunity and quote based on your contract so you never miss a renewal opportunity. Easily amend contracts to add or change products.
Guide partner selling with automated recommendations, and collaborate directly on deals, all through the partner portal.
Extend the power of your revenue management platform with these related products.
Sales Cloud
Max out efficiency with better automation, data, and intelligence.
Revenue Optimisation
Connect revenue management processes to accelerate new streams and boost efficiency with Revenue Cloud.
Partner Relationship Management
Drive channel sales and partner performance by easily managing resellers, distributors, brokers and more.
Sales Analytics
Drive forecast accuracy, grow pipeline, and optimise revenue with Sales Cloud and Tableau insights.
CPQ Pricing.
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.
CPQ
Get basic configure, price, and quote software.
£
60
User / Month
GBP/user/month
- Configuration, Pricing, and Quoting
- Enhanced Product Catalog
- Out-of-the-Box Pricing Methods
CPQ+
CPQ functionality plus doc generation, advanced approvals, CALM, advanced order management and more.
£
120
User / Month
GBP/user/month
- Advanced Approvals and Order Management
- Usage-Based Pricing
- Document Generation
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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Frequently asked questions.
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.