From the sales force and from a call center, B2C and B2B clients can be served by configuring proposals and renewals without the possibility of error and facilitating the inclusion of Cross-selling and Up-selling proposals .
Cross-selling and Up-selling Proposals CPQ Salesforce
Salesforce CPQ uses smart rules to confirm that sales reps sell related products together and to avoid including incompatible products on the same quote , as shown in the image above.
Salesforce CPQ uses smart rules
Price fixing
Pricing is closely related to the configuration of the product that meets the needs of the customer. This will therefore depend on a multitude of variables that will lead to the choice of the optimal price for both the customer and our company.
Salesforce Tools
The sales agent can establish a series of special discounts and they can give rise to discrepancies with what was established by the financial department if they are not applied correctly.
Salesforce CPQ allows us to configure all the parameters and relationships between products, prices and permissions to offer discounts, so that we can guarantee that the margins set by management are respected . Of course, the tool allows the possibility of scaling a budget to obtain a discount greater than the one set, subject to the acceptance of the area manager.
Add CPQ Salesforce Products
Advanced options in pricing settings can be selected to handle volume discounts, consumption discounts, partner discounts , etc. By using CPQ you can be sure that the price is accurate and optimized, calculated automatically (see previous image).
Preparation and control of budgets
Salesforce CPQ how to use it
Once salespeople get to the stage of sending a quote, they are usually focused on closing the deal with the client. Under this premise, the salesperson does not want to worry about losing a deal due to an error in the price or in the format of the document itself.
When sales teams prepare estimates manually, human russia phone number data errors may occur, such as those related to the actual writing of the document.
With Salesforce CPQ, the sales rep can quickly generate a quote, send it to the customer via email, and even add digital signature capabilities to close the deal in just a few clicks. The software automatically eliminates errors by extracting product data, calculating pricing, and presenting product configuration accurately.
The quote layout is automatically predefined and legal terms are automatically included as well, which prevents errors. CPQ generates a highly professional quote document that matches your company's brand strategy and helps close the deal.
Another advantage is that any modification we want to include in all the quotes is included only once. In this way, we will avoid different versions of the same contract being sent from different departments and areas.
Below, as an example, you can see a typical budget, the automatic result of the configuration of previously set products and prices.