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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 ReferenceEdge?

ReferenceEdge stands out as the sole application native to Salesforce designed to streamline the management of customer reference initiatives. This innovative tool empowers sales and marketing teams to monitor details such as who can serve as a reference, the specific use cases they support, and the frequency of their involvement. With ReferenceEdge, users can effortlessly search for references through keywords and filters, automate the request process, and gain real-time insights into program metrics. Additionally, it facilitates the management and sharing of customer data, enhancing overall operational effectiveness. By utilizing ReferenceEdge, businesses can significantly boost their chances of closing more deals through improved efficiency in their sales and marketing efforts. This application not only aids in tracking references but also fosters stronger customer relationships, making it an invaluable asset in any organization.

Media

Media

Integrations Supported

Adobe Real-Time CDP
Bloomreach
Gearset
Logik.io
MTX SafeVax
Provar
RELAYTO
Refold
RenderDraw TakeOff Automation
Secuvy AI
Threekit
Ventas CPQ & SMS Solution
Workato
Wufoo
Zilliant
revVana

Integrations Supported

Influitive Virtual EventHub
TechValidate

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

$14 per user per month
Volume pricing available

Supported Platforms

SaaS
Android
iPhone
iPad

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support

Training Options

Documentation Hub
Online Training
On-Site Training

Training Options

Documentation Hub
Online 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

Point of Reference

Date Founded

2003

Company Location

United States

Company Website

www.point-of-reference.com

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

Account Based Marketing

Engagement Monitoring
Progress Tracking
Prospecting Tools

Customer Reference Management

Nomination Tracking
Program Notices
Reference Usage Tracking
Reward Distribution
Search

Quote-to-Cash

Not specified

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