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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 PSQuote?

PSQuote seamlessly addresses the challenges present in Configure, Price, Quote (CPQ) processes specifically designed for service offerings. This innovative solution provides an integrated framework for quoting professional services, enabling you to prioritize service delivery over the complexities of the quoting process. Relying on spreadsheets for estimates instead of leveraging Salesforce can create a fragmented experience, causing a divide between sales and service delivery. Such disconnections frequently lead to revenue loss, where potential gains slip away unnoticed. Furthermore, this approach complicates tracking the consistency between what has been sold and what is ultimately delivered to clients. Acknowledging these issues, we are dedicated to offering a more effective solution tailored to your requirements. With PSQuote, you can automate and enhance your quoting workflows, ensuring precise estimates and quotes for services. The platform ensures a seamless transition from the sales phase to service delivery, providing a comprehensive view of operations from initial estimation to final execution. Additionally, it improves forecasting accuracy and supplies critical insights for demand planning. By equipping your sales team to generate service quotes that align with your delivery processes, PSQuote embodies years of expertise in creating customized quoting tools for a diverse clientele. Embrace the transformation in how you handle service quotations with PSQuote, and witness a significant enhancement in your operational efficiency and revenue management. With our solution, your business can achieve a level of coherence that was previously elusive, ultimately driving growth and customer satisfaction.

Media

Media

Integrations Supported

Adobe Real-Time CDP
Bloomreach
Canopy
Epicor CPQ
Gearset
Inspire Planner
Kinective Bridge
Lyftrondata
Prodly AppOps
Refold
RenderDraw TakeOff Automation
Salesforce Agentforce Revenue Management
Workato
Zapier
dataimporter

Integrations Supported

Conga CLM
Salesforce
Workday Services CPQ

API Availability

API Availability

Pricing Information

$75.00/month/user
CPQ - $75 per month per user
CPQ+ - $150 per user per month
CPQ+ with billing - price upon request
Free Trial Offered?

Pricing Information

Pricing not provided

Supported Platforms

SaaS
Android
iPhone
iPad

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Online Training
On-Site Training

Training Options

Documentation Hub
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

CLD Partners

Company Location

United States

Company Website

www.cldpartners.com/solutions/cpq-for-services/

Categories and Features

CPQ

Approval Workflow
Guided Selling
Product Configurator
Proposal Generation
Quotes / Estimates
Renewal Management

Order-to-Cash

Not specified

Product Configurator

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

Quote-to-Cash

Not specified

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

Not specified

Categories and Features

CPQ

Quotes / Estimates

Proposal Management

Contact Management

Quoting

Contact Management

RFP

Not specified

Sales Force Automation

Contact Management

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