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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 Order2Cash?

A realization of commitment has led to the creation of a holistic platform that effectively manages your entire order-to-cash cycle without any hitches. This all-in-one solution integrates every aspect of the process into a single framework. You can quickly conduct credit evaluations for all potential clients and suppliers. Additionally, you have the ability to tailor decision-making models specifically for diverse market segments. Keeping track of customer credit statuses becomes easier, and you can set up alerts for any fluctuations in their financial situation. With Order2Cash at your disposal, you can adopt a versatile credit strategy that ensures your business remains secure while fostering positive relationships with clients through clear communication. Transitioning your contract management processes to an online system can significantly streamline customer onboarding. By eliminating costly and time-consuming paper trails, you can enhance your contract review and signing procedures. This crucial phase of your sales cycle can be improved by enabling quicker responses, increasing transparency, and consistently surpassing customer expectations. Ultimately, embracing these advancements will empower your organization to cultivate deeper connections and significantly boost customer satisfaction, leading to sustained business growth.

Media

Media

Integrations Supported

Adobe Acrobat Sign
Bigtincan
Bloomreach
Canopy
Collate
CollectXpert
Epicor CPQ
Flosum
Logik.io
Lyftrondata
Malbek
Metazoa Monarch
Momentum
OnScreen
Secuvy AI
Tavant Warranty
Workato
Wufoo
Zapier

Integrations Supported

Adobe Acrobat Sign
Bigtincan
Bloomreach
Canopy
Collate
CollectXpert
Epicor CPQ
Flosum
Logik.io
Lyftrondata
Malbek
Metazoa Monarch
Momentum
OnScreen
Secuvy AI
Tavant Warranty
Workato
Wufoo
Zapier

API Availability

Has API

API Availability

Has API

Pricing Information

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

Pricing Information

Pricing not provided.
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

Order2Cash

Date Founded

2016

Company Location

Netherlands

Company Website

www.order2cash.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

Accounts Receivable

ACH Payment Processing
Billing & Invoicing
Check Processing
Collections Management
Online Payment Processing
Overpayment Processing
Partial Payments
Receivables Ledger
Recurring Billing

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