E-book details

Salesforce CPQ Implementation Handbook. Configure Salesforce CPQ products to close more deals and generate higher revenue for your business

Salesforce CPQ Implementation Handbook. Configure Salesforce CPQ products to close more deals and generate higher revenue for your business

Madhu Ramanujan

Ebook
Salesforce CPQ is innovative software that enables you create better quotes, improve quoting accuracy, and maximize sales and deals. It also provides a quick analysis of profits and losses, helping you improve the overall execution of sales processes, and allows a great deal of flexibility for your prospects, customers, and business partners.
The book starts with the Quote-2-Cash business process in Salesforce and shows you how to assess when a business needs to implement CPQ. You’ll then progress to configuring opportunities, quotes, and CPQ products. As you advance, you’ll understand how to define and configure price books, price rules for CPQ quote automation, multidimensional quoting, and more. Next, you'll look at how to configure CPQ guided selling and create package configurations, contracts, and amendments. Later chapters will demonstrate how to perform data migration from a legacy system and the order in which the objects are to be migrated. You’ll also explore CPQ billing and its advantages with the help of different use cases before learning about Industries CPQ and how it is different from standard Salesforce CPQ. Finally, you’ll discover best practices for achieving optimal CPQ performance and avoiding performance bottlenecks.
By the end of this Salesforce book, you’ll be able to implement Salesforce CPQ for any business.
  • 1. Getting Started with Salesforce CPQ Implementation
  • 2. Configuring Opportunities and Quotes
  • 3. Configuring CPQ Products
  • 4. Configuring CPQ Pricing
  • 5. Generating and Configuring Quote Templates
  • 6. Configuring Guided Selling
  • 7. Creating Contracts, Amendments, and Renewals
  • 8. Configuring CPQ Package Settings
  • 9. The CPQ Data Model and Migration Concepts
  • 10. Salesforce Billing
  • 11. Understanding Industries CPQ
  • 12. CPQ Implementation Best Practices
  • Title: Salesforce CPQ Implementation Handbook. Configure Salesforce CPQ products to close more deals and generate higher revenue for your business
  • Author: Madhu Ramanujan
  • Original title: Salesforce CPQ Implementation Handbook. Configure Salesforce CPQ products to close more deals and generate higher revenue for your business
  • ISBN: 9781801075749, 9781801075749
  • Date of issue: 2022-04-14
  • Format: Ebook
  • Item ID: e_2t2d
  • Publisher: Packt Publishing