● Reduce and eliminate errors that may arise in opportunities, budgets and contracts.
● Quickly create simple, accurate and optimized quotes.
● Improves sales team productivity and helps close more deals.
● CPQ guide to increasing the number of cross-selling and up-selling agreements.
How CPQ helps the finance department
● CPQ seamlessly integrates billing, taxes, and reporting into the Salesforce platform.
Create hassle-free invoices and collections. Easily manage subscription billing with flexible timeframes. Quickly recognize revenue and report on quotes, orders, invoices, and payments.
● Automatic generation of invoices.
● Saving time and money for the company thanks to the optimization of the user experience for customers.
Why switch to a tool like CPQ
Proposing a quote using tools such as Word or Excel (or any other similar software product) can be useful if there are not many options when it comes to configuring products and prices, given their simplicity and, therefore, the few customization options. However
, when using these programs in the rest of the cases, in saudi-arabia phone number data which it is possible to make infinite combinations of products/services and their characteristics, there is a high risk of errors when generating quotes, since these classic tools are not focused on this type of tasks.
Salesforce CPQ helps in the efficiency and performance of sales work. Saving management time for the sales team is the best way for them to dedicate it to what is really important for the company: closing deals with a correct profitability for the company and with customer satisfaction.
Last but not least, being integrated with the CRM will allow us to have a correct forecast of our company's cash flows , as well as the analysis of the profitability of the products and services , and the profitability per client, analysis that we can do from the CRM Reports and from Salesforce Analytics.