Question 1

What is Salesforce CPQ implementation?

Accepted Answer

A Salesforce CPQ deployment is the technical and strategic process of configuring the Configure, Price, Quote software in your Salesforce CRM. It is about modeling your product catalog and codifying complex pricing logic and automating your Quote-to-Cash processes. The idea is to eliminate manual and error-prone quoting processes in favor of a single, cloud-based engine that guarantees 100 percent accuracy and a higher sales velocity.

Question 2

How much times does CPQ implementation take?

Accepted Answer

The average time frame to implement Salesforce CPQ should be between 8 and 16 weeks. This is subject to several variables, such as the level of cleanliness of your legacy data, the complexity of your product bundling, and the number of third-party integrations (such as ERP or Billing) that you need. We have a staged roadmap at Dean Infotech so that we have a structured rollout where we first roll out the most critical business functions.

Question 3

What are the products and price setting in CPQ?

Accepted Answer

Features, options, and bundles are used to configure products, which are regulated by Product Rules that prohibit incompatible selections. Pricing is programmed using a powerful Pricing Engine which uses the services of Price Rules, Discount Schedules, and Lookup Queries. This enables real-time calculation of all the way to volume-based slabs to a multi-dimensional subscription pricing, all executed automatically in the Salesforce CRM.

Question 4

Is CPQ compatible with the existing CRM and ERP systems?

Accepted Answer

Yes. One of the most important advantages of our Salesforce CPQ implementation services is the possibility to implement bi-directional syncs between Salesforce CPQ and the leading ERP systems, such as NetSuite, SAP, and Oracle. This makes certain that once a quote is Closed-Won, the data will flow seamlessly into your financial back-office to invoice, manage inventory and fulfillment.

Question 5

What is the CPQ approach to approvals and discounting?

Accepted Answer

CPQ deals with these by way of the package called Advanced Approvals and the package of prices known as Price Rules. You can also have specified sets of Approval Thresholds (e.g., any discount exceeding 15% must be signed off by a manager). The system automatically forwards the quote to the right stakeholders and sends the notifications via email or Slack, eliminating the bottlenecks of manually forwarding the quote to the appropriate stakeholders.

Question 6

Does CPQ work with businesses that have subscriptions?

Accepted Answer

Absolutely. The Salesforce CPQ is the industry gold standard in regard to the SaaS and subscription models. It supports the Evergreen Subscriptions, prorated amendments, co-termed renewals and usage based billing. This makes sure that your Customer Lifecycle is taken care of automatically, starting with your initial quote, through to your tenth renewal.

Question 7

Is training included in the Salesforce CPQ implementation?

Accepted Answer

Yes. In our opinion, the most important factor for ROI is adoption. In our Salesforce implementation strategy, we have role-based training programs that will be implemented for the sales reps, managers and system administrators. To make sure your team is trained on the first day, we provide live workshops, recorded walkthroughs and technical documentation.

Question 8

What is the after-implementation support?

Accepted Answer

Our post-Go-Live support model is a comprehensive model that includes hyper-care during the first stabilization phase and ongoing optimization services. This involves some troubleshooting, logic adjustments to new products released by Salesforce, and making sure that your system is compatible with the three annual Salesforce platform releases.

Question 9

What do you consider to be the main advantages of Salesforce CPQ implementation?

Accepted Answer

The Salesforce CPQ implementation assists companies in simplifying the whole quote-to-cash process, through less manual work and fewer errors. It facilitates quicker quote creation, correct pricing, and automated approvals, which enhances sales efficiency. By using real-time data and a standardized process, the teams can close deals more quickly, increase the customer experience, and be consistent in all sales operations. It is also a more viable way of viewing pricing policies and the performance of revenues.

Question 10

Is Salesforce CPQ able to be modified to meet certain business requirements?

Accepted Answer

Salesforce CPQ may be easily modified to satisfy a variety of business objectives. Product bundles, price parameters, and approval procedures can be developed based on how a firm runs to accommodate a range of industries and sales techniques. Furthermore, it works flawlessly with third-party systems and other Salesforce functionalities. This improves the process's flexibility and management.

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