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SALESFORCE CPQ

Sell faster and boost sales productivity with configure, price, and quote
capabilities that flow straight from CRM. Quote quickly and accurately with
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 CRM.

Empower reps to build quotes quickly, accurately, and in compliance with
business policies.


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 different discount
strategies like volume-based discounts, compound discounts, and proportional
discounts. 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 amendments like add-ons,
swaps, and upgrades. 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 REVENUE MANAGEMENT PLATFORM WITH THESE RELATED
PRODUCTS.


SALES CLOUD

Max out efficiency with better automation, data, and intelligence.

Learn more


REVENUE LIFECYCLE MANAGEMENT

Connect revenue management processes to accelerate new streams and boost
efficiency with Revenue Cloud.

Learn more


PARTNER RELATIONSHIP MANAGEMENT

Drive channel sales and partner performance by easily managing resellers,
distributors, brokers and more.

Learn more


SALES ANALYTICS

Drive forecast accuracy, grow pipeline, and optimize revenue with Sales Cloud
and Tableau insights.

Learn more


View all products



CPQ 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.

$ 75
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
user / month
(billed annually)

 * 
   Advanced Approvals and 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 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 MOVEMENT.

Together, we are building the largest and most successful community of sales
professionals.

Get started


BECOME A SALESBLAZER WITH FREE, GUIDED LEARNING ON TRAILHEAD.




HIT THE GROUND RUNNING WITH CPQ TIPS, TRICKS, AND BEST PRACTICES.

Guide


GET THE SCOOP ON CPQ AND HOW IT HELPS SALES DELIVER QUOTES FAST.

Get the guide
Report


READ THE "2022 GARTNER® MAGIC QUADRANT™ FOR CPQ APPLICATIONS" REPORT.

Get the report
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 SALES CRM?


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 (Configure,
Price, Quote) 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.





NEED HELP?

No problem. Chat with our sales experts or call us at 1-800-664-9073.

Let's Chat No Thanks
Contact Us

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