With Salesforce CPQ, sales team can create quotes quickly, with minimal effort and minimal error.
CPQ formalizes rules and pricing, allowing sales to deliver quotes quickly. Too often the sales process is slowed by sales’ ability to deliver accurate quotes. But most organizations don’t want to speed up the process if it means giving incorrect prices, unapproved discounts, or promising customers configurations that are unavailable. Hence, the review process becomes a bottleneck to closing sales.
Most companies struggle getting quotes to customers in a timely manner, but the streamlined quoting process is a result of the customized rules and pricing CPQ automation allows.
benefits in using it in conjunction with their CRM and ERP systems.
1.Configure
2.Price
2.Quote
- It is a document that contains information about the products and services which we sell to our customer.
- It contains contact information of customer and our company
- A table of prices adding up to a grand total, dates and signatures.
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Adding CPQ to CRM increases profitability.
To ensure a smooth deployment of Salesforce CPQ, IT and SMEs should oversee the customization of the rules and options for configuring. Once deployed, CPQ should be implemented with plenty of training and support for the sales staff, who will learn to use CPQ for upselling and cross-selling. Implemented correctly, CPQ will help sales save time, increase quote accuracy, and land bigger deals.
CPQ isn’t just a sales solution and CPQ isn’t “a back office solution,” but a means for the entire company to streamline bulky sales processes into lean, productive systems. Adding Salesforce CPQ to existing Salesforce services defines sales as a process and helps teams focus on maximizing time and resources, making the sales process efficient and lean.
Related Sources : https://www.salesforce.com/hub/sales/what-is-salesforce-cpq/
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