Salesforce CPQ
Sell smarter and faster with Sales Cloud CPQ.
Overview
Salesforce CPQ is a sales tool that provides automated quoting, pricing, and contract capabilities for sales teams. Built on the Salesforce platform, it allows businesses to handle complex pricing rules, product bundles, and approval processes with ease. While it's a general-purpose CPQ tool, it can be configured and used by large MSPs and technology providers to streamline their quote-to-cash process.
✨ Key Features
- Product & Price Rule Engine
- Guided Selling
- Quote Document Generation
- Contract & Renewal Management
- Advanced Approval Workflows
- Native Salesforce Integration
🎯 Key Differentiators
- Native to the Salesforce platform, offering seamless integration.
- Highly customizable and scalable for enterprise needs.
- Powerful rules engine for complex pricing and product configurations.
- Part of a massive ecosystem of apps and integrations.
Unique Value: Delivers a powerful, scalable, and highly customizable CPQ solution directly within Salesforce, enabling businesses to manage their entire quote-to-cash process on a single platform.
🎯 Use Cases (4)
✅ Best For
- Enabling sales teams to create accurate and complex quotes without manual effort.
- Providing a single source of truth for product and pricing data within Salesforce.
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Small MSPs or businesses not using Salesforce CRM.
- Companies that need a simple, out-of-the-box quoting tool without complex configuration.
- Teams requiring direct integration with IT distributors.
🏆 Alternatives
Offers far deeper integration with Salesforce CRM than any other tool, but is more complex and expensive than MSP-specific solutions like QuoteWerks or Zomentum.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Live Chat
- ✓ Phone Support
- ✓ Dedicated Support (Premier tier)
🔒 Compliance & Security
💰 Pricing
Free tier: N/A
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