Business Technology

Salesforce CPQ In Service Cloud Is Scaling Up Its Data Integration Strategy

Several CRM systems nowadays have the same goal: to improve customer experience by providing enhanced client data to sales, advertising, and assistance. Every organization must focus on making the purchasing process as simple as possible for their customers.

Turning every firm employee into a prospective component of the sales department is among the most evident methods to eliminate any roadblock. This allows staff in sales, advertising, and client service to use the client account information to up-sell and cross-sell products and improve customer care.

Salesforce CPQ

Through Salesforce CPQ Training, you will be able to understand how it is scaling up its data integration strategy.

Salesforce seems to have had this ambition for a long time, and in early 2016, it made it a reality by delivering the Lightning development platform to all Salesforce clouds, and now by extending the Steel Brick configure price quote (CPQ) app to all Salesforce clouds.

Salesforce announced Salesforce CPQ for Service Cloud, the next step in merging sales and service. Despite being forced to reengage along with the sales staff, post-sale support staff can provide modifications, warranty renewals, and sometimes even order revisions. The customer support environments include these price configurations built-in.

Combining sales and service clouds to provide a 360-degree customer perspective has always been the norm, but Salesforce CPQ in Service Cloud’s recent additions make it a success.

It allows a salesperson to go through a sales meeting with the most up-to-date understanding of open client tickets, which is critical. The ability to provide a staff of the service organization with a complete purchase history enables for faster ticket turnaround.

Salesforce CPQ

To SMEs and big enterprises alike, Salesforce CPQ is among the most successful and popular options. You must, though, connect Salesforce CPQ with the existing ERP system information taking full advantage of it. While you optimize your sales process, having more information to deal with guarantees that your CPQ system runs smoothly.

Salesforce CPQ is a powerful sales product that helps firms automate sales processes. It enables companies to develop effective sales estimates in a timely manner. Salesforce CPQ reduces the requirement for manual quote generation and approval, as well as the risk of errors while exchanging quotations with prospective clients.

Salesforce CPQ is a feature of the Salesforce Sales Cloud that allows salespeople to customize items depending on the requirements of their customers.

Well before bids are sent to the clients, sales teams could tailor prices and discounts. The automation significantly simplifies the sales process, and when combined by Salesforce CRO, one could finish the QTC (quote to cash) method directly from your Salesforce instance.

How Can Salesforce CPQ Help You Sell More?

Product Configuration Made Simple

The robust configurator in Salesforce CPQ may be used to handle various product settings. Furthermore, computerized quotations, invoicing, schematic design, and product reviews might help you enhance the sales cycle.

Pricing Mechanisms That Function Better

Your sales teams can give the optimum pricing to B2B buyers for the complete array of items thanks to pre-defined price tiers. Salesforce CPQ enables your organization to identify suitable discounts depending on the number and quantity of orders at hand without sacrificing large profit margins.

Furthermore, Salesforce CPQ includes many price adjustment tools related to price increases, markups, and reductions, providing you additional control over customized pricing for B2b marketers.

Selling Assist

Aided or assisted selling enables your clients to assess actual business needs and create orders after considering operating costs, anticipated consumption, cost, along with the fuel efficiency.

Proposal Generation that is Automated

By automating the sales cycle, your teams will be able to close deals faster and develop more complete offers sans wasting more time on human calculations.

Such a feature could be further strengthened by the availability of e-signatures, which allow users to legitimately endorse ideas while also protecting them from the hazards connected with electronic transactions.

Furthermore, with e-signature approvals, parties participating in the transaction could ensure the proper delivery of services and items while staying within a client’s budget.

Robust Analytics

The analytics feature in Salesforce CPQ enables new data scanning capabilities that take into account a variety of business criteria, such as pricing categorization. In a  nutshell, your product offers are optimized and perfectly aligned to your customer’s business requirements.

Reduced Operating Costs

Salesforce CPQ may significantly enhance your sales team’s productivity while also lowering costs. You may improve internal corporate interactions and lower the cost of operations by using natively connected technology like Salesforce and Salesforce CPQ.

Transparency in the Sales Process

Salesforce CPQ gives you more insight into revenue reports, leading clients, and, most importantly, your best-selling items. Furthermore, it gives your sales staff a greater understanding of which aspects of the sales cycle have to be improved.

In a nutshell, Salesforce CPQ provides you a bird’s eye perspective of all sales activity and allows you to optimize your plans using the data gathered.

Salesforce CPQ integration with Service Cloud

Extending the client relationship a level ahead by allowing employees of customer support teams to up-sell and cross-sell can cut transaction closing time in half and give you more instruments to build a stronger client relationship.

To migrate a client to a new model or version, lengthen a warranty, or amend budget items onto a current contract, support teammates could use the proper quoting tools. Including all customer interactions inside one place, groups can coordinate while avoiding repeated encounters.

A new capability in Salesforce CPQ’s newest update enables request splitting through order management. Deliveries that are likely to be regulated across time could then be regulated on a single pricing sheet.

There’s no need to make several quotes or clone and modify them. This feature also makes it easier to connect to accounting systems by referring to a single quote number from start to finish.

Salesforce has also developed billing tools that enable the administration of invoicing, memberships, collections, and purchases, and also value-added tax control, among other things, to make it even easier to connect to the accounting systems.

All areas of financial management are being intended to be controlled with marketing, service, and quotation activities in this current version. Several organizations used ERP connectors to handle this procedure previously. However, it appears that Salesforce has added just another solution to control your complete client experience.

Salesforce CPQ for Service Cloud costs $75 per month for each user. From an execution standpoint, the operations to be handled are fairly complex. The support of numerous currencies, the manner of collecting payments, taxing localities, as well as the method of monitoring dunning must all be carefully considered.

A client who is currently an active participant in the process, for example, would have to be deleted or at the very least suspended from further marketing initiatives. The technique of automating a variety of operations related to invoicing and collecting money from such a client could be a touchy subject for sales teams unwilling to lose a deal.

Most buyers are becoming interested in having all customer contacts controlled through Salesforce, which has extensive reporting features. Workflows connect teams and can help customers have a more consistent experience.


If you effectively adopt Salesforce CPQ, your firm can make use of the features to nurture client connections while freeing up sales reps. Furthermore, since they are previously acquainted with Salesforce CRM, they will quickly adapt to the new application.

Instead of wasting time battling manual processes, the time saved could be used to clinch additional transactions, connect out to several prospective clients, and keep delivering appropriate proposals. Salesforce CPQ’s most recent version is yet another move on the right path.

The next step could be to allow individuals to determine the price for their own services via a website, which could be the advent of e-commerce. Furthermore, Salesforce Einstein’s arrival may have an impact on CPQ, bringing more knowledge to the customized price quote procedure.

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About the author

Bhoga Mounika

I am Bhoga Mounika, Working as a content writer in HKR Trainings. I Have good experience in handling technical content writing and aspires to learn new things to grow professionally. I am expert in delivering content on the market demanding technologies like AlterYX Training, PTC Windchill Course, Arcsight Training, and Looker Training, etc.