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Salesforce CPQ

Salesforce CPQ

4.1
(609 reviews)
Optimized for quick response

Salesforce CPQ automates quoting, contracting, and ordering processes. Improve sales productivity and close more deals without ever leaving the Salesforce Cloud. Fully native on Salesforce1, Salesforce CPQ delivers next generation CPQ which is 5-10x easier to implement than legacy CPQ applications.

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Salesforce CPQ Features

Configuration

Product Catalog

Allows users to search, filter, sort and select items to be added to quote

86%
(Based on 334 reviews)

Guided Selling

Based on answering questions about customers the configurator automatically selects the best fit products

83%
(Based on 284 reviews)

Configuration Rules

Rules ensure that users select only compatible options and that all required items are included

82%
(Based on 342 reviews)

Configured Pricing

Pricing is displayed during configuration process so that users can quickly see how configuration changes impact the price

84%
(Based on 356 reviews)

Visual Configuration

Images can be displayed of options to enable users to visualize product options as it is being configured

83%
(Based on 353 reviews)

Ease of Use

Configurator guides users through process visually; no significant training required

83%
(Based on 407 reviews)

Billing

Automation

Ability to create and send invoices automatically at predefined or custom frequencies.

83%
(Based on 9 reviews)

Consolidation

Consolidate invoices so customers can make one payment for multiple bills.

85%
(Based on 10 reviews)

Adjustments

Adjust invoices to handle exceptions and correct errors.

84%
(Based on 10 reviews)

Blacklisting

Allows users to temporarily or permanently block potential fraudsters.

75%
(Based on 6 reviews)

Pricing

Pricing Flexibility

Ability to support multiple pricing models for one-time, recurring, and other items

81%
(Based on 337 reviews)

Discounting

Ability to manage discounts at quote and line level; ability manage discounts based on volume and customer agreements

80%
(Based on 340 reviews)

Commerical Rules

Allows rules to be written in commercial process so that users don't make errors in pricing, terms, and other commercial considerations

82%
(Based on 270 reviews)

Terms and Conditions

Ensure that users automatically include the right terms based on items being quoted

84%
(Based on 308 reviews)

Approval Workflow

Users can submit quotes, contracts, etc for approval and obtain appropriate approvals quickly

84%
(Based on 337 reviews)

Renewals

Allows users to renew existing contracts based on contracted pricing and existing assets already owned

83%
(Based on 279 reviews)

Dunning

Collections

Assists users in collecting payments for unpaid invoices.

83%
(Based on 7 reviews)

Dispute Management

Manages disputes regarding billing and payments.

73%
(Based on 5 reviews)

Escalation

Define escalation processes to suspend service for unpaid invoices.

76%
(Based on 5 reviews)

Quoting

Grouping

Ability to easily group items on quotes; apply and manage discounts and pricing by group

84%
(Based on 329 reviews)

Versioning

Provides abilty for versions to expire, allows users to create new versions, revert to old versions and track changes from version to version

82%
(Based on 289 reviews)

Quote Document Generation

Generate professional proposals with desired branding, product descriptions, pricing, terms, and visuals in desired format (pdf, xls, word)

84%
(Based on 351 reviews)

Document Customization

Users can customize quote with supporting documents, comments, cover letters for each customer.

79%
(Based on 344 reviews)

Ordering

Enables users to seemlessly convert quotes to orders with appropriate validations, workflow, and integration

85%
(Based on 281 reviews)

Contracts

Ability to convert accepted quotes into contracts; set up of required assets and contracts

84%
(Based on 311 reviews)

Performance

Packages

Track the financial performance of various types of packages.

86%
(Based on 12 reviews)

Discounts

Identify the impact of special pricing and discounts on revenue.

78%
(Based on 11 reviews)

Plan Changes

Monitor plan changes such as upgrades and downgrades, or cancellations.

78%
(Based on 12 reviews)

Admin

Configuration Ease of Admin

Easily build and maintain configurator; flexibility to easily embed all desired business logic

78%
(Based on 166 reviews)

Pricing Administration

Can easily build and maintain pricing logic required by business

79%
(Based on 157 reviews)

Workflow Management

Easily build and maintain workflows, misc commercial fields, commercial rules

79%
(Based on 149 reviews)

Document Admin

Ability to easily build and maintain quotes, contracts, and other document outputs

78%
(Based on 151 reviews)

Channels

Mobile User Support

Supports users working on a mobile devide (phone and/or tablet)

80%
(Based on 223 reviews)

Offline Support

Provides ability to enable sales rep to use Configure, Price and Quote while disconnected from the internet

n/a

Channel Partner Support

Provides functionality for channel partners to configure, price, quote and buy products in a self service environment

81%
(Based on 207 reviews)

eCommerce

End customer users can configure, price, and buy products in a self service environment online

82%
(Based on 190 reviews)

Platform

CRM Integration

CRM integration is flexible and easy to maintain

89%
(Based on 156 reviews)

Integration API

System provides API's that can be used to easily integrate to financial and other 3rd party systems

85%
(Based on 107 reviews)

Internationalization

System support multiple currencies and languages to enable business in multiple countries

84%
(Based on 102 reviews)

Performance and Reliability

System is consistently available (uptime) and system's speed doesn't impact productivity

84%
(Based on 157 reviews)

Scalability

Provides ability for very large quotes, number of products, users, rules, required by enterprize level customers

85%
(Based on 151 reviews)

Reporting and Dashboards

Easily generate desired reports and dashboard on configurations, pricing, and quoting

86%
(Based on 138 reviews)