Learning Objectives 🎓
After this journey, you'll Understand:
What Salesforce CPQ does in the sales cycle.
Spot and solve issues in old-fashioned sales processes.
How Salesforce CPQ can ease the pain points of your sales team.
You want to close deals faster right? Well, let's talk about Salesforce CPQ that helps you configure, price, and quote- all in one go!
What's CPQ? 🤔
CPQ stands for Configure, Price, Quote. Imagine you're in a candy store. What candies do customers want (configure)? How much do they cost (price)? How can you tell them about the sale (quote)? That's CPQ for you!
Why Change? Because Your Current System is using manual methods like... Sticky Notes! 📝
You and your team have been using a manual methods like excel sheets, pdf or pdf to maintain the product catalogs and pricing. and it's time for an upgrade.
Here's why:
Quotes are assembled manually, risking errors.
Customers wait for quotes that might not be accurate.
Your sales operations staff are on a mission to fix data errors.
Let's level up!
What Does CPQ Actually Do? 🤷♂️
Let's make it rhyme to remember:
🅒 is for Configure, pick what they'll buy.
🅟 is for Price, we add it up, easy as pie.
🅠 is for Quote, a nice PDF for you.
That's Salesforce CPQ, and it's here to make dreams come true!
Let's Dive into Details: 🕵️♂️
🅒 Is for Configure:
Answer simple questions about your customer.
Get a tailored list of products.
Smart rules prevent incompatible products in one quote.
🅟 Is for Price:
Find the right price.
Apply discounts easily.
Let Salesforce CPQ handle the math. Yes, it does all the math!
🅠 Is for Quote:
Generate a PDF with one click.
Customize the look for a professional appearance.
Dynamic quotes with automatic special terms.
Add e-signature for lightning-fast deals.
The CPQ Journey: Faster, Controlled, and Error-Free! 🌐
Using Salesforce CPQ, you go from a new opportunity to a customer-ready quote in minutes. A quicker process means:
Fewer errors.
Faster closed deals.
More accurate data.
Deals zooming through the pipeline.
Summary:
Whether you're configuring software, pricing services, or quoting complex solutions, let Salesforce CPQ be your guiding star. The real-world impact is undeniable—a journey toward a more efficient, accurate, and collaborative sales process awaits. The adventure begins now—start your Salesforce CPQ expedition today!