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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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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

Creating amendments

As we all know, changes are inevitable in any business. After a contract gets created, your customers may request changes. Contract amendments are used to add or remove products. Price changes and subscription end date changes must be managed via a cancel and replace amendment.

For example, some requests may be to increase the quantities of existing products or services or buy additional products or services after the initial deal is closed. These changes can be handled in CPQ by creating amendments.

When the customer calls a sales rep, the rep needs to have access to information such as what the customer is currently subscribed to, when their current subscriptions end, whether or not the customer can upgrade to a different level of service, how much the upgrade costs, and where we can track changes to current subscriptions. This is a lot to handle for your sales team without automation. CPQ has built-in functionalities to track all this information on your...

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