Salesforce CPQ for Communities ensures that you get visibility into your partners' pipelines and forecasts. And it takes no extra work from your partners – pipelines and forecasts are updated automatically as your partners generate quotes. WATCH DEMO
What is Salesforce CPQ?
What is Salesforce CPQ? - Salesforce.com - Salesforce.com What is CPQ Salesforce? CPQ Salesforce, or Configure, Price, Quote Software by Salesforce is a sales tool for companies to provide accurate pricing with any given product configuration scenario.
How to implement Salesforce CPQ for SMEs?
To ensure a smooth deployment of Salesforce CPQ, IT and SMEs should oversee the customization of the rules and options for configuring. Once deployed, CPQ should be implemented with plenty of training and support for the sales staff, who will learn to use CPQ for upselling and cross-selling.
What languages are supported by Salesforce CPQ?
Salesforce CPQ-Supported Languages Salesforce CPQ supports English, Spanish (Mexican), French, German, Japanese, and Brazilian Portuguese. You can change the Salesforce language by editing company settings, but Salesforce CPQ-specific values are translated only for the six CPQ languages.
What is the Salesforce CPQ for lightning communities?
Salesforce CPQ stores the translated values in a localization record. CPQ For Lightning Communities Salesforce CPQ and the Salesforce Partner Community provide an online selling platform that connects your resellers and distributors to your own sales processes and resources. This way, your channel partners can service their buyers directly.
What does Salesforce CPQ allow partners to do?
Salesforce CPQ for Communities is an online selling platform that connects your resellers and distributors to your own sales processes and resources. Provide access to your sales tools in real-time so your sales partners can easily find product information and pricing through your online community.
What are the limitations of Salesforce CPQ?
Salesforce CPQ Reduction Orders LimitationsInclude percent of total lines when you reduce a covered asset.Include bundle components when you reduce the parent bundle.Create price schedules.Consider the price calculation status when you activate an order.Create a contract, subscription, or asset.
What is the use of Salesforce partner community?
The Salesforce Partner Community is a portal built and maintained specifically for Salesforce partners. It's where these partners manage their business, learn best practices, get support, and engage with Salesforce employees in a secure environment.
What is the difference between partner community and customer community in Salesforce?
Customer Community – allow your customers (B2B and B2C) engage with both your organisation and other customers via an online portal. Partner Community – give your resellers, distributors, brokers limited access to your Salesforce to pass you leads and work on deals with your sales team.
Is Salesforce CPQ worthwhile?
Solutions like Salesforce CPQ can integrate with your CRM to automate as much of these final steps as possible. The result is better sales productivity and a better closing rate. In fact, companies who use a CPQ tool see, on average, 17% higher lead conversion than those who do not.
Is Salesforce CPQ easy?
Salesforce CPQ is one of the best CPQ platform when I compare it with other CPQ platforms I used in my previous organization. Its smooth integration with Salesforce sales cycle and quotation process proved it to be a simple yet powerful tool for our marketing and sales team.
How do you implement a partner community in Salesforce?
Enable Partner Accounts and Create Partner UsersFrom the App Launcher, select Accounts.Select the All Accounts list view.Click Edge Communications.Click the dropdown menu to see all the quick actions available for the page.Click Enable as Partner.In the confirmation dialog, select Enable As Partner.
What is the difference between portal and community in Salesforce?
Portals essentially gave external users (partners, customers, etc.) the ability to access Salesforce whereas Communities is aimed at connecting the right people (whether internal users, partners, or customers) together within Salesforce.
How do you improve partner community performance in Salesforce?
Get Up to Speed with Lightning Communities.Develop Lightning Communities: The Basics.Customize the Look and Feel of a Lightning Template.Example: Build a Condensed Theme Layout Component.Develop Secure Code: Lightning Locker and CSP.Analyze and Improve Community Performance.Use a CMS with Your Community.More items...
How many types of communities are there in Salesforce?
An organization can build a community to meet any number of needs, but there are three main community types in Salesforce: Customer communities. Employee communities. Partner communities.
What is partner community license in Salesforce?
The Partner Community license is similar to a Gold Partner license and is well-suited for business-to-business communities, such as a partner community. This online help page shows which features are available to users with Customer Community, Customer Community Plus, or Partner Community licenses.
Is Salesforce communities the same as community cloud?
The Experience Cloud platform enables users to build more than just communities, but build forums, portals, help centers, sites, and mobile apps to manage your organizations' content.
What is Salesforce CPQ?
Salesforce CPQ for Communities is an online selling platform that connects your resellers and distributors to your own sales processes and resources. Provide access to your sales tools in real-time so your sales partners can easily find product information and pricing through your online community.
Can sales partners register new leads?
Your sales partners can easily register new leads and self-service price quotes , with even the most complex products, pricing, and orders. Your resellers and distributors can transact from anywhere, on any device using the Salesforce Sales Cloud and Salesforce Mobile App.
1. Increase Speed
Check that your Salesforce CPQ partner can deliver solutions that will accelerate the agility of your quoting process. For instance:
3. Drive Organizational Efficiency
Will the new Salesforce CPQ instance improve the overall organizational efficiency?
5. Work with certified Salesforce partners
Salesforce is known for its innovative updates. A certified Salesforce partner maintains accreditation through constantly updating services in alignment with release cycles. Working with a certified Salesforce CPQ partner ensures you are in the right hands.
What is Salesforce CPQ?
To ensure a smooth deployment of Salesforce CPQ, IT and SMEs should oversee the customization of the rules and options for configuring. Once deployed, CPQ should be implemented with plenty of training and support for the sales staff, who will learn to use CPQ for upselling and cross-selling. Implemented correctly, CPQ will help sales save time, increase quote accuracy, and land bigger deals.
How does CPQ help sales?
CPQ reduces wasted time. In order for sales organizations to be profitable, they need to work smarter and more efficiently. A way to do so would be to take a look at lean manufacturing principles, such as eliminating waste in the production process and applying it to sales tactics.
Is waiting time a barrier to lean sales?
As Pryor maintains, unnecessary waiting time is a barrier to the lean sales process. process. If your sales force has to manually research and write each quote, they are spending their time needlessly. Don’t risk a deal becoming weaker because your sales reps can’t configure the right prices for the customers’ needs.
What is CPQ castle?
The keys to the CPQ castle lie in understanding your company’s product workbook inside and out. For most companies, simply documenting the entirety of the products, rules, discounts, approvals, various partner pricing models, etc. is a project in and of itself. Here at Silverline, we’ve often had clients tell us “We don’t know what we don’t know – that’s why we need you.”
Does Salesforce integrate with ERP?
It is likely that if you are implementing CPQ, then your Salesforce instance is also integrated with an ERP. This means there will be a set of system requirements to consider as you implement CPQ depending on how this integration was set up. Do you need to adhere to the current integration? Do you need help adjusting this integration to consider new inputs now that CPQ has entered the picture? We have integration specialists on hand to help you make these decisions and ultimately create the change you need.
The integration is divided into two sections,
Login to your SFDC instance with admin access. Navigate to Setup-> Object Manager -> New Object.
1. Configuration in Salesforce CRM
Login to your SFDC instance with admin access. Navigate to Setup-> Object Manager -> New Object.