Intelligently guide your Lead to Cash Journey with Salesforce CPQ
Accelerate Sales by enhancing the complete Quote to Cash cycle with Salesforce CPQ. You can elevate your User’s experience with behind-the-scenes complex rules and professional quote documents for your sales teams. Simplify the closing process with e-signature and Contract management.
Combine CPQ functionality with Order Management and Billing tools to satisfy the need for Finance and Accounting teams to invoice, deliver revenue recognition and boost cash flow
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Digital transformation from Lead to Cash and Customers for Life
Accelerated by recent world events, companies are looking to drive their growth and operational efficiencies by investing in digital transformation initiatives. In parallel, the role of CFOs in the organization are also changing to include more responsibilities that involve enhancing the Customer Experience.
In order to effectively respond to these business drivers, companies need to pay attention to inefficiencies in their Lead to Cash processes. They need to break down silos to respond quickly to changing customer preferences and business scenarios to ensure they can retain and maximize their customer lifetime value.
Sales teams need technology that can help them be responsive and flexible to customer needs, while in turn simplifying complexity. The risks of creating inaccurate quotes with incorrect products and services are high in this fast-moving digital world. The follow up needed to ensure that contracts, and revenue recognition are tightly managed to avoid leakage are key components that technology can ensure and enhance.
Salesforce CPQ and Billing can help resolve these business challenges with its many advanced features.
KEY FEATURES
CONFIGURE & PRICE
QUOTES & APPROVALS
CONTRACTS & BILLING
- Setup guided selling to help your sales team find the right products & services for your customers.
- Create business rules & logic to make sure your team is packaging your products & services correctly.
- Define preconfigured solutions and uncover cross-sell and upsell opportunities.
- Configure your products with multiple pricing models.
- Steamline approval process so approvers can make decisions on the go.
- Ensure proposals are created accurately and transmitted to customers easily - all within the Salesforce CRM.
- Design checks & balances for consistent pricing and discounting.
- Configure user permissions and create customized role-based page layouts.
- Manage the complete Contract lifecycle.
- Handle contract amendments with ease.
- Drive automated renewals to enhance customer experience and reduce churn.
- Support Invoicing for Contracts.
- Automate payments with billing solutions that integrate with CC and ACH payment options.
Your Partner in the Salesforce Quote-to-Cash Journey
Our team of CPQ and Salesforce platform specialists are able to leverage our best practices and experience from many years of implementing complex CPQ Solutions to help you optimize your Quote to Cash process. We will help implement CPQ and BIlling Solutions to work in conjunction with your business processes across Sales Cloud, Service Cloud and Communities, as well as integrate with your ERP to ensure that information flows seamlessly between both platforms.