Salesforce CPQ automates your configure-price-quote and billing processes so that your team can quickly and easily build accurate quotes and close deals. Your sales reps can use Salesforce CPQ’s intuitive product configurator to create both simple and complex customer quotes with consistent and accurate pricing that respects your business rules and channel partner commitments. With one click, deliver a fully-branded quote for immediate approval, with relevant product documentation, terms and conditions, and support for electronic signatures.
Up-to-date product configurations and customer-specific pricing take the guesswork out of building and delivering quotes. With guided selling, cross-sells and up-sells are no longer left to chance.
Pre-determined volume discount levels and automated approval workflows provide governance peace of mind. Deliver quotes with products and services that can be quickly invoiced and provisioned.
Territory-based pricing, support for multiple currencies, channel management tools, product bundles, and payment and commission tracking support your company’s geographic expansion. Subscription management drives recurring service revenues and customer retention.
Nubik’s implementation for Salesforce CPQ features a series of workshops where we jointly discover your specific quoting needs and governance requirements.
Leveraging interviews, surveys and questionnaires, we work with your sales managers to understand your unique business processes.
We then implement them in a cohesive, fully secure CPQ system. Finally, we provide training and knowledge transfer, empowering you to manage your ongoing quoting needs.
Sign up for a free online demo about Salesforce CPQ and learn how to automate your CPQ process.