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SALESFORCE CPQ

Sell efficiently with CPQ built directly into your CRM. Help reps sell and win
faster with tools and automation that simplify every step in the quote-to-close
process.

Watch Demo




WHAT CAN YOU DO WITH A CPQ SOLUTION?

Help sales reach new levels of productivity with a seamless revenue management
platform.


PROVIDE STRUCTURE & GUARDRAILS FOR REPS.


PRODUCT CATALOG AND PRICING RULES

Ensure error-free quotes with rules you can set for your products, like maximum
or minimum amounts, exclusion and dependency rules, and pricing rules.




DISCOUNT CONTROLS

Eliminate revenue leakage with discount controls that dictate discount amounts,
allow you to apply proportional discounts, compound discounts and more.



ADVANCED APPROVALS

Require approvals when records meet certain conditions, automate resubmitted
approvals, and control the order that approvers receive requests.






GENERATE QUOTES WITH ONE CLICK.


GUIDED SELLING

Prompt users with questions to narrow down the products available to select
based on their responses. Helps reps quickly navigate the product catalog.



PRODUCT CONFIGURATOR

The configurator displays your bundle products and the options available within
each product. Use the configurator to add or remove options from your bundle
products.



PROPOSAL DOCUMENT GENERATION

Simplify the process of creating a quote document and sending it to the customer
with pre-defined templates. The automation saves times for sales reps working in
a high-volume environment.






BUILD DURABLE REVENUE WITH FLEXIBLE BUSINESS MODELS.


USAGE-BASED PRICING & SERVICES

Usage-based pricing lets you configure many types of tier-driven usage rates for
your products and services.



AUTOMATED RENEWALS & CONTRACT AMENDMENTS

Automatically create a renewal opportunity and quote based on your contract so
you never miss a renewal opportunity. Easily amend contracts to add or change
products.



CHANNEL PARTNER SALES

Guide partner selling with automated recommendations, and collaborate directly
on deals, all through the partner portal.






EXTEND THE POWER OF YOUR REVENUE MANAGEMENT PLATFORM WITH THESE RELATED
PRODUCTS.


SALES CLOUD

Max out efficiency with better automation, data, and intelligence.

Learn more


REVENUE OPTIMIZATION

Connect revenue management processes to accelerate new streams and boost
efficiency with Revenue Cloud.

Learn more


PARTNER RELATIONSHIP MANAGEMENT

Drive channel sales and partner performance by easily managing resellers,
distributors, brokers and more.

Learn more


SALES ANALYTICS

Drive forecast accuracy, grow pipeline, and optimize revenue with Sales Cloud
and Tableau insights.

Learn more


View all products



CPQ PRICING

Start by selecting your Sales Cloud edition. Some editions already include CPQ
right out of the box. For the others, you can easily add CPQ at these price
points.


CPQ

Get basic configure, price, and quote software.

$ 75
User / Month
(billed annually)

 * 
   Configuration, Pricing, and Quoting
 * 
   Enhanced Product Catalog
 * 
   Out-of-the-Box Pricing Methods

Contact Us


CPQ+

CPQ functionality plus doc generation, advanced approvals, CALM, advanced order
management and more.

$ 150
User / Month
(billed annually)

 * 
   Advanced Approvals and Order Management
 * 
   Usage-Based Pricing
 * 
   Document Generation

Contact Us

This page is provided for information purposes only and subject to change.
Contact a sales representative for detailed pricing information.

View detailed pricing


> CPQ FOR US WAS A NO-BRAINER. IT’S ALL THE AUTOMATION THAT YOU CAN DO THAT
> MAKES A BIG DIFFERENCE. IT’S REALLY STREAMLINED THE QUOTING PROCESS FOR US
> MASSIVELY AND BEING ABLE TO DO CUSTOM THINGS FOR OUR INDUSTRY THAT WE COULDN’T
> DO BEFORE.
> 
> Rudi Khoury
> Executive Vice President - Marketing & Digital Transformation, Fisher & Paykel

Watch Webinar



GET THE MOST OUT OF YOUR REVENUE MANAGEMENT PLATFORM WITH PARTNER APPS AND
EXPERTS.

Accelerate revenue growth with thousands of pre-built and consultant offerings
on AppExchange. Check them out today.





JOIN THE SALESBLAZER MOVEMENT.

Together, we are building the largest and most successful community of sales
professionals.

Get started


BECOME A SALESBLAZER WITH FREE, GUIDED LEARNING ON TRAILHEAD.




HIT THE GROUND RUNNING WITH CPQ TIPS, TRICKS, AND BEST PRACTICES.

Guide


GET THE SCOOP ON CPQ AND HOW IT HELPS SALES DELIVER QUOTES FAST.

Get the guide
Report


READ THE "2022 GARTNER® MAGIC QUADRANT™ FOR CPQ APPLICATIONS" REPORT.

Get the report
Webinar


UNLOCK PARTNER POTENTIAL BY SIMPLIFYING QUOTING.

Watch the webinar
Datasheet


CLOSE COMPLEX DEALS AND GROW REVENUE WITH CPQ.

Get the datasheet
View all resources


READY TO TAKE THE NEXT STEP WITH THE WORLD'S #1 SALES CRM?


START YOUR TRIAL.

Try Sales Cloud free for 30 days. No credit card, no installations.

Try for free


TALK TO AN EXPERT.

Tell us a bit more so the right person can reach out faster.
Request a call


STAY UP TO DATE.

Get the latest research, industry insights, and product news delivered straight
to your inbox.
Sign up for newsletter




FREQUENTLY ASKED QUESTIONS


WHAT IS REVENUE MANAGEMENT?

Revenue management is the process of optimizing every business activity in the
product-to-cash cycle. This includes pricing and packaging, configure price
quote, order to cash, and revenue reporting.


WHAT ARE THE BENEFITS OF REVENUE LIFECYCLE MANAGEMENT SOFTWARE?

The benefits of revenue lifecycle management software includes speed and agility
to launch new revenue streams, optimize revenue streams, reduce operational
costs, and drive automation at scale. All of these benefits work together to
help deliver profitable growth.


WHAT IS REVENUE LIFECYCLE MANAGEMENT SOFTWARE?

Revenue lifecycle management software is a tool that helps businesses launch
flexible revenue models and manage dynamic customer relationships by automating
tasks across the product-to-cash lifecycle on CRM.


WHAT IS A CPQ SOLUTION?

CPQ stands for Configure, Price, Quote. A CPQ solution is a software tool that
helps businesses automate the configuration, pricing, and quoting of their
products and services. It streamlines the sales process, improves controls, and
accelerates deal cycles.


WHAT IS THE DIFFERENCE BETWEEN CRM AND CPQ?

CRM stands for Customer Relationship Management, a software solution that
manages every touchpoint in the customer lifecycle. Salesforce CPQ (Configure,
Price, Quote) is a solution that helps businesses automate the configuration,
pricing, and quoting of their products and services. While both tools can be
used in sales processes, CRM focuses on managing the entire customer
relationship, while CPQ focuses on streamlining the sales process.





NEED HELP?

No problem. Chat with our sales experts or call us at 1-800-664-9073.

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