Salesforce CPQ

1. Sales rep selects customer in Salesforce CRM.

2. Sales rep accesses CPQ module.

3. CPQ guides the rep through product selection based on customer needs.

4. CPQ automatically configures the product bundle with valid options.

5. CPQ generates an accurate quote with pricing and discounts.

1. Sales rep selects subscription product in CPQ.

2. CPQ calculates recurring charges based on billing cycle and terms.

3. CPQ automatically generates a quote with subscription details.

4. CPQ manages renewals and upgrades seamlessly.

1. Channel partner accesses CPQ through a partner portal.

2. CPQ provides access to product catalog and pricing rules.

3. Partner generates quotes with approved discounts and margins.

4. CPQ ensures consistent pricing across the channel.

1. Sales rep identifies deal opportunities in CPQ.

2. CPQ provides real-time pricing and discount guidance.

3. Sales rep negotiates pricing with customer.

4. CPQ updates quote with agreed-upon pricing and discounts.

1. CPQ generates contract document based on quote details.

2. Sales rep negotiates contract terms with customer.

3. CPQ manages approval workflows for contract approval.

4. CPQ tracks contract renewals and expirations.