Salesforce CPQ for Tech: Do more with Custom lead-to-cash Processes

Everyone wants custom these days. It’s especially hard for Tech companies, Consumer Packaged Goods, and Professional Services companies who need to build their operations to deliver customized products and services so that they can meet the unique needs of their customers. However, creating a custom lead-to-cash process that is efficient and effective can be challenging, particularly if you’re dealing with a large volume of sales. 

This is where we recommend Salesforce CPQ (Configure, Price, Quote) – a powerful tool that helps businesses streamline their lead-to-cash process and deliver a seamless customer experience.

What is Salesforce CPQ and Customized Products

Salesforce CPQ is a software application that allows companies to automate and optimize their quote-to-cash process. The tool enables sales teams to configure products, price them accurately, and generate quotes quickly and easily. It also allows companies to manage contracts, track revenue, and gain insights into their sales pipeline.

How does Plative use Salesforce CPQ to help companies with their custom lead-to-cash process?

When we set up a custom instance of Salesforce CPQ for tech companies offers a range of benefits to companies looking to customize their lead-to-cash process. 

Here are some of the ways it can help:

  1. Streamline the quoting process: With Salesforce CPQ, companies can create quotes quickly and accurately. The tool automates the configuration and pricing of products and services, eliminating the need for manual calculations. This not only saves time but also reduces the risk of errors, which can result in lost sales and lower customer satisfaction.
  2. Customize quotes: Salesforce CPQ allows companies to create customized quotes for each customer. Sales teams can add or remove products, adjust pricing, and include terms and conditions to meet the unique needs of each customer. This helps companies differentiate themselves from their competitors and build stronger relationships with their customers.
  3. Manage contracts: Salesforce CPQ allows companies to manage contracts from creation to renewal. The tool provides a single source of truth for contract information, making it easy for sales teams to track renewals, pricing, and other contract details. This helps companies stay on top of their contract obligations and avoid any legal or financial issues.
  4. Improve sales productivity: Salesforce CPQ streamlines the sales process, allowing sales teams to spend more time selling and less time on administrative tasks. The tool provides a centralized platform for sales teams to manage quotes, contracts, and orders, reducing the need for manual data entry and minimizing errors.
  5. Gain insights into the sales pipeline: Salesforce CPQ provides real-time insights into the sales pipeline, enabling companies to make data-driven decisions. The tool allows companies to track the progress of quotes and orders, identify bottlenecks in the sales process, and make adjustments as needed. This helps companies optimize their sales process and maximize revenue.

Salesforce CPQ is a powerful tool that helps companies streamline their Salesforce lead to cash process and deliver a seamless customer experience. 

At Plative, we’ve identified the top automations worth customizing, and focused on the quickest way for companies to start optimizing the quoting process, managing contracts, and providing real-time insights into the sales pipeline. 

Our goal is to allow you to focus on what you do best – selling products and services.

Written by

Ryan Anderson

Senior Solution Architect

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