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The Salesforce CPQ Implementation Handbook

You're reading from   The Salesforce CPQ Implementation Handbook Configure Salesforce CPQ products to close more deals and generate higher revenue for your business

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Product type Paperback
Published in Apr 2022
Publisher Packt
ISBN-13 9781801077422
Length 316 pages
Edition 1st Edition
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Author (1):
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Madhu Ramanujan Madhu Ramanujan
Author Profile Icon Madhu Ramanujan
Madhu Ramanujan
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Toc

Table of Contents (17) Chapters Close

Preface 1. Section 1: Getting Started with Salesforce CPQ Implementation
2. Chapter 1: Getting Started with Salesforce CPQ Implementation FREE CHAPTER 3. Chapter 2: Configuring Opportunities and Quotes 4. Chapter 3: Configuring CPQ Products 5. Chapter 4: Configuring CPQ Pricing 6. Chapter 5: Generating and Configuring Quote Templates 7. Section 2: The Next Stage of the CPQ Journey
8. Chapter 6: Configuring Guided Selling 9. Chapter 7: Creating Contracts, Amendments, and Renewals 10. Chapter 8: Configuring CPQ Package Settings 11. Section 3: Advancing with Salesforce CPQ
12. Chapter 9: The CPQ Data Model and Migration Concepts 13. Chapter 10: Salesforce Billing 14. Chapter 11: Understanding Industries CPQ 15. Chapter 12: CPQ Implementation Best Practices 16. Other Books You May Enjoy

Summary

Salesforce CPQ provides your company with the tools you need to take control of the Quote-to-Cash (Q2C) process. Using CPQ, you can easily configure unique solutions for your customers. CPQ provides controls to your sales manager and sales operation team, which include controls over discounts, approvals, and processes.

CPQ helps generate proposals and contracts in minutes, whether it is a new sale, an amendment, or a renewal. You can track all the deal data in one system, as everything is built on top of the Salesforce platform. Closing the deal and using automatic order and invoice generation integrates billing into the same platform, unifying the sales and finance teams into one system.

Integrated payment options make collections fast and easy. Scheduled reports and dashboard alerts can help the sales and finance teams monitor any potential issues. You can also generate revenue recognition schedules for orders with multiple products and different subscriptions. Managers...

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