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Submitted URL: http://steelbrick.com/
Effective URL: https://www.salesforce.com/sales/cpq/
Submission: On September 15 via api from US — Scanned from IT
Effective URL: https://www.salesforce.com/sales/cpq/
Submission: On September 15 via api from US — Scanned from IT
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Skip to content SALESFORCE CPQ Sell faster and boost sales productivity with configure, price, and quote (CPQ) capabilities built on Salesforce. Quote quickly and accurately from anywhere, on any channel using guided selling flows, product bundles, and discounting rules for sellers. Mitigate business risk with controls, approval workflows, and compliance built into the quoting process. Watch Demo SELL FASTER WITH CPQ ON THE #1 AI CRM. Ready to reimagine your complete revenue lifecycle? Streamline the quote-to-cash process, from catalogs and pricing to CPQ, contracts, orders, and billing. Learn more STRUCTURE BUNDLES AND QUOTE EFFICIENTLY. PRODUCT CATALOG AND PRICING RULES Maximize quoting efficiency with product catalogs and pricing accessible straight from your CRM. Implement dynamic pricing strategies with rules that trigger changes when specified products are on a quote. Apply price field rules, conditions, and actions to deliver more sophisticated pricing strategies as the business needs. DISCOUNT CONTROLS Give sellers negotiation levers like the ability to offer discounts on an entire quote or individual products. Drive buyer incentives with volume-based, compound, and proportional discount strategies. Ensure margin protection by requiring approvals for discounts above thresholds set by the business at the quote level or the product level. ADVANCED APPROVALS Close complex deals fast and ensure compliance with advanced approvals. Automate cross-functional approval chains and reduce deal friction with parallel or dynamic workflows. Design approval processes tailored to your business by setting rules and conditions such as approval triggers, user groups, user permissions, and sequences. DRAFT, REVIEW AND SEND PROPOSALS ALL FROM CRM. GUIDED SELLING Speed sales cycles with easy-to-use guided selling. Prompt sellers with targeted questions and intelligently narrow down product options. Provide reps smart recommendations based on responses to help quickly navigate expansive product catalogs. PRODUCT CONFIGURATOR Help sales teams structure product bundles easily with a configurator that shows product features and the options available within each feature. Provide reps the ability to add or remove options from bundles within defined limits. Adapt configurator settings to easily add compatible features, add-on, and upgrade options. PROPOSAL DOCUMENT GENERATION Generate proposal documents straight from the quoting process. Configure products, pricing and discounts to send proposed deals to customers straight from CRM. Save sellers time with predefined proposal templates. Ensure a professional branded presentation and elevate the customer experience with integrated document generation. DRIVE GROWTH WITH FLEXIBLE REVENUE MODELS. USAGE-BASED PRICING AND SERVICES Empower reps to meet customers' varied needs with flexible pricing models such as metered services, consumption-based, or tiered usage structures. Support consumption pricing for any kind of service. Configure units of usage and setup different pricing rates based on usage volume. CONTRACT RENEWALS AND AMENDMENTS Provide customers flexibility to amend their contract and terms anytime. Accelerate upsells and cross-sells with quoting for add-on, swaps, and upgrade amendments. Reduce churn with automated customer communications like renewal quotes and mid-term change notifications. CHANNEL PARTNER SALES Accelerate partner sales efficiency. Make it easy for partners to give customers accurate quotes for products and services. Embed products, pricing, and rules in policy-aligned partner portals. Automate product recommendations and interactive capabilities for deal collaboration with partners. EXTEND THE POWER OF YOUR CPQ SOLUTION AND REVENUE MANAGEMENT PLATFORM WITH THESE RELATED PRODUCTS. SALES CLOUD Max out efficiency with better automation, data, and intelligence. Learn more REVENUE LIFECYCLE MANAGEMENT Automate and optimize product to cash at scale. Learn more PARTNER RELATIONSHIP MANAGEMENT Drive partner revenue by building personalized experiences for your partners. Learn more SALES ANALYTICS Drive forecast accuracy, grow pipeline, and optimize revenue with Sales Cloud and Tableau insights. Learn more View all products CPQ SOLUTION 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 for direct sales. $ 75 USD/User/Month (Billed annually) $ 75 USD/User/Month (Billed annually) 75 € EUR/User/Month (Billed annually) AU$ 105 AUD/User/Month (Billed annually) 9,000 750 kr SEK/User/Month (Billed annually) £ 60 GBP/User/Month (Billed annually) * Configuration, Pricing, and Quoting * Enhanced Product Catalog * Out-of-the-Box Pricing Methods Contact us CPQ + CPQ functionality plus doc generation, advanced approvals, CALM, advanced order management, and more. $ 150 USD/User/Month (Billed annually) $ 150 USD/User/Month (Billed annually) 150 € EUR/User/Month (Billed annually) AU$ 210 AUD/User/Month (Billed annually) 18,000 1,500 £ 120 GBP/User/Month (Billed annually) * Advanced Approvals and Advanced Order Management * Usage-Based Pricing * Document Generation Contact us This page is provided for information purposes only and subject to change. Contact a sales representative for detailed pricing information. View detailed pricing > 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 Khoury > Executive Vice President - Marketing & Digital Transformation, Fisher & Paykel Watch Webinar GET THE MOST OUT OF YOUR CPQ SOLUTION AND REVENUE MANAGEMENT PLATFORM WITH PARTNER APPS AND EXPERTS. Accelerate revenue growth with thousands of pre-built and consultant offerings on AppExchange. Check them out today. JOIN THE SALESBLAZER COMMUNITY. Looking to meet and learn from fellow sales professionals? Our Salesblazer Community is the place for you. Sign up on Slack PROUD TO BE NAMED A LEADER BY GARTNER 7 YEARS RUNNING. See why Salesforce CPQ is recognized in the 2023 Gartner® Magic Quadrant™ for Configure, Price & Quote Applications. Get the report BECOME A SALESBLAZER WITH FREE, GUIDED LEARNING ON TRAILHEAD. HIT THE GROUND RUNNING WITH CPQ TIPS, TRICKS, AND BEST PRACTICES. Report SALESFORCE CPQ WINS FROST & SULLIVAN PRODUCT LEADERSHIP AWARD. Get the report Article DISCOVER HOW CPQ CAN INCREASE THE BOTTOM LINE. Read the article Webinar UNLOCK PARTNER POTENTIAL BY SIMPLIFYING QUOTING. Watch the webinar Datasheet CLOSE COMPLEX DEALS AND GROW REVENUE WITH CPQ. Get the datasheet View all resources READY TO TAKE THE NEXT STEP WITH THE WORLD’S #1 AI CRM FOR SALES? START YOUR TRIAL. Try Sales Cloud free for 30 days. No credit card, no installations. Try for free TALK TO AN EXPERT. Tell us a bit more so the right person can reach out faster. Request a call STAY UP TO DATE. Get the latest research, industry insights, and product news delivered straight to your inbox. Sign up for newsletter FREQUENTLY ASKED QUESTIONS WHAT IS REVENUE MANAGEMENT? Revenue management is the process of optimizing every business activity in the product-to-cash cycle. This includes pricing and packaging, configure price quote, order to cash, and revenue reporting. WHAT ARE THE BENEFITS OF REVENUE LIFECYCLE MANAGEMENT SOFTWARE? The benefits of revenue lifecycle management software includes speed and agility to launch new revenue streams, optimize revenue streams, reduce operational costs, and drive automation at scale. All of these benefits work together to help deliver profitable growth. WHAT IS REVENUE LIFECYCLE MANAGEMENT SOFTWARE? Revenue lifecycle management software is a tool that helps businesses launch flexible revenue models and manage dynamic customer relationships by automating tasks across the product-to-cash lifecycle on CRM. WHAT IS A CPQ SOLUTION? 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. WHAT IS THE DIFFERENCE BETWEEN CRM AND CPQ? CRM stands for Customer Relationship Management, a software solution that manages every touchpoint in the customer lifecycle. Salesforce CPQ 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. WHAT IS CPQ (CONFIGURE, PRICE, QUOTE)? CPQ is a sales tool for companies to quickly and accurately generate quotes for orders. CPQ applications often work in tandem with CRM platforms, ERP programs, and other business technology, which helps ensure integrated data and accuracy. NEED HELP? No problem. Chat with our sales experts or call us at 1-800-664-9073. 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