Salesforce CPQ Implementation Handbook

Configure Salesforce CPQ products to close more deals and generate higher revenue for your business

By: Madhu Ramanujan

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eText | 14 April 2022 | Edition Number 1

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An end-to-end practical guide to implementing Salesforce CPQ solutions, shortening your sales cycle, and generating a better ROI

Key Features

Maximize sales by reducing turnaround time and providing a quick analysis of profits and losses
Get up to speed with Salesforce CPQ concepts, best practices, and tips when choosing the right CPQ implementation strategy
Implement CPQ configurations and automations for B2B and B2C business scenarios

Book Description

Salesforce CPQ is innovative software that helps you create better quotes, improve quoting accuracy, and maximize sales and deals, as well as providing you with a quick analysis of profits and losses. This improves the overall execution of sales processes and enables a great deal of flexibility for your prospects, customers, and business partners.

The book starts with the Quote-2-Cash business process in Salesforce and shows you how to assess when a business needs to implement CPQ. You'll then progress to configuring opportunities, quotes, and CPQ products. As you progress, you'll understand how to define and configure price books, price rules for CPQ quote automation, multidimensional quoting, and so on. Next, you'll look at how to configure CPQ guided selling, create package configurations, and create contracts and amendments. Later chapters will demonstrate how to perform data migration from a legacy system and the order in which the objects are to be migrated. You'll also analyze different use cases for Salesforce and Vlocity CPQ. Finally, you'll conclude with some best practices for achieving optimal CPQ performance and avoiding performance bottlenecks.

By the end of this Salesforce book, you'll be able to implement Salesforce CPQ for any business and optimize the sales process for better returns.

What you will learn

Understand Quote-2-Cash business processes and configure opportunities and quotes
Create custom CPQ actions and use custom filters for automating business needs
Discover how to configure products and product rules
Understand CPQ pricing structure and methods, rules, multidimensional quoting, and quote automation
Explore the CPQ Data Model and use Salesforce Schema Builder to view and configure object relationships
Configure contracts, amendments, and renewals in Salesforce
Focus on CPQ billing and its advantages
Gain comprehensive insights into Industries CPQ

Who This Book Is For

This book is for business analysts, functional consultants, sales managers, Salesforce architects, and those looking to gain Salesforce CPQ certification. Working knowledge of the Salesforce ecosystem is recommended to get the most out of this book.