Salesforce CPQ

Formerly Salesforce CPQ / SteelBrick

Salespeople can share quotes and quote details with customers, via email, a customer portal, a personalized URL, or some other means.

Allows users to configure products and services by selecting bundles, constraints, options, preferences, etc.

Supports a robust, comprehensive level of detail around configuration options, including product features, services, quantity, etc. Options take into account availability and compatibility of selections.

Determines price based on rules and hierarchies. Rules may consider customer demographics, availability, and/or product configuration.

Sales users can adjust or override prices, based on coupons, discounts, markups, etc.

Provides information about a customer’s previous purchases and current purchase/service agreements, which may factor into new sales or need to be modified to account for new sales.

Provides salespeople with tips, recommendations, or question sequences to help with product configuration and quoting, and/or to assist with cross-sell and upsell.

Users can report on and analyze CPQ processes. Metrics may include quoting cycle time, proposal acceptance rates, revenue, etc.

Integrates to the company’s CRM to update the customer record.

PDFs, contracts, videos, etc can be attached to quotes and/or proposals.

Allows the capture of orders of complex services and across multiple customer interaction channels such as - direct sales, contact center, point-of-sales, resellers, and customer self-service.