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What is Salesforce CPQ?

Speed up your quoting process, optimize pricing strategies, and close more deals with Salesforce CPQ. Tailored for the top CRM platform, Salesforce CPQ provides organizations with vital resources to simplify their sales processes from quoting through to cash flow management. This all-encompassing tool is offered in three unique editions, one of which features full Quote-to-Cash functionality that also supports billing and collections. By utilizing Salesforce CPQ, businesses can significantly boost their sales productivity and enhance revenue management practices. Ultimately, this innovative solution empowers companies to navigate the complexities of sales with greater ease and efficiency.

What is CPQLite?

CPQLite serves as a powerful Configure, Price, Quote (CPQ) solution that is seamlessly integrated within Salesforce, designed to enhance the sales processes for organizations managing complex product offerings. A key aspect of this tool is its ability to facilitate: Product Configuration: This feature empowers sales teams to customize products or services based on customer requirements while ensuring compliance with predefined business rules and technical constraints. Accurate Pricing: CPQLite efficiently enforces pricing strategies, oversees discount authorizations, and implements volume-based pricing, which enhances both consistency and profitability in sales operations. Quote Generation: The platform enables the rapid creation of precise quotes that can be easily shared with clients through customizable templates, ensuring professionalism in communications. Salesforce Integration: CPQLite works smoothly with Salesforce entities such as Opportunities, Accounts, and Products, making data management more straightforward for users. Guided Selling: By offering insightful recommendations, CPQLite aids sales representatives in identifying the best product configurations and pricing options. This holistic approach not only accelerates the sales cycle but also positions companies to better meet customer demands, ultimately driving higher satisfaction and loyalty. Moreover, the combination of these features makes CPQLite an indispensable tool for sales teams looking to optimize their efficiency and effectiveness.

Media

Media

No images available

Integrations Supported

Apty
Bigtincan
Bloomreach
Collate
Epicor CPQ
Flosum
Gearset
Inspire Planner
Lago
Logik.io
MTX SafeVax
Prodly AppOps
Provar
RELAYTO
Salesforce Agentforce Service
Workato
Zapier
revVana

Integrations Supported

Apty
Bigtincan
Bloomreach
Collate
Epicor CPQ
Flosum
Gearset
Inspire Planner
Lago
Logik.io
MTX SafeVax
Prodly AppOps
Provar
RELAYTO
Salesforce Agentforce Service
Workato
Zapier
revVana

API Availability

Has API

API Availability

Has API

Pricing Information

$75.00/month/user
Free Trial Offered?
Free Version

Pricing Information

$25 USD/user/month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Salesforce

Date Founded

2006

Company Location

United States

Company Website

www.salesforce.com/products/quote-to-cash/overview/

Company Facts

Organization Name

Solunus Technologies

Date Founded

2014

Company Location

United States

Company Website

solunus.com

Categories and Features

CPQ

2D Drawing
3D Modeling
Approval Workflow
Guided Selling
Product Configurator
Proposal Generation
Quotes / Estimates
Renewal Management
Self Service Portal
eCommerce

Product Configurator

2D Drawing
3D Modeling
Analysis & Constraints
Custom Pricing Options
Inventory Management
Recommendation Engine
eCommerce

Quoting

Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management

Sales Acceleration

CPQ
Campaign Management
Dialer
Email Sequencing
Email Templates
Email Tracking
List Building
Meeting Scheduler
Predictive Analytics
Reporting
Sales Gamification
Sales Intelligence
Sales Workflow Management

Categories and Features

CPQ

2D Drawing
3D Modeling
Approval Workflow
Guided Selling
Product Configurator
Proposal Generation
Quotes / Estimates
Renewal Management
Self Service Portal
eCommerce

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