If you have created Quote Templates in Salesforce CPQ before, you will understand the difficulties involved with creating Quote Documents that will look good and meet business needs. Quote Templates in Salesforce CPQ are clunky and unintuitive and require a lot of experience in order to create good looking Quote Documents that your business will be happy with. Continue reading “Revenue Cloud Quote Template Builders – How RCA is Fixing CPQ’s Weaknesses”
Category: Revenue Cloud
Has your business outgrown CPQ?
Discover Salesforce Revenue Cloud Advanced
Salesforce Revenue Cloud Advanced (RCA) is the newest revenue from Salesforce, combining CPQ and Billing into a single, powerful solution built on the Salesforce platform. Continue reading “Has your business outgrown CPQ?”
Are you making the most of Salesforce CPQ?
Salesforce CPQ (Configure, Price, Quote) is a powerful tool that streamlines the sales process and improves pricing accuracy and speed in responding to customers. Ultimately it improves a business’s ability to respond to and win deals. CPQ offers a huge amount of customisation and raw performance. Continue reading “Are you making the most of Salesforce CPQ?”
Salesforce Revenue Cloud (RLM) vs CPQ: Understanding the core differences
With the release (GA) of Salesforce’s new product, Revenue Cloud (formerly known as Revenue Lifecycle Management), there have been a lot of discussions regarding Salesforce CPQ and the future of the product. Continue reading “Salesforce Revenue Cloud (RLM) vs CPQ: Understanding the core differences”
What is Salesforce Revenue Cloud (RLM)? Salesforce’s new answer to Revenue Management
Salesforce Revenue Cloud, also known as Revenue Lifecycle Management (RLM), is a powerful new tool, built on the core Salesforce platform, designed to help businesses optimise their sales and revenue processes. Continue reading “What is Salesforce Revenue Cloud (RLM)? Salesforce’s new answer to Revenue Management”
Customization Made Simple: Exploring Salesforce CPQ Product Rules
In the dynamic landscape of sales and business operations, CPQ has emerged as a game-changer for organizations seeking to streamline their quoting processes. Continue reading “Customization Made Simple: Exploring Salesforce CPQ Product Rules”
Contract Management – Utilising Salesforce CPQ with Contract Amendments
This is the second in a series of blogs covering all aspects of Contract Management in CPQ, see the first blog on the fundamentals of Contracts and Renewals here.
Continue reading “Contract Management – Utilising Salesforce CPQ with Contract Amendments”
Salesforce CPQ Contracts & Renewals: Automating Your Sales Process
Salesforce CPQ has many functions and features to help automate and improve your business processes. The Contracts and Renewal process is a key element for any business. Continue reading “Salesforce CPQ Contracts & Renewals: Automating Your Sales Process”
CPQ Price Rules – What Are They?
In Salesforce CPQ, Price Rules are mechanisms used to adjust product prices based on predefined conditions. These rules ensure that the quotes you give to your customers are accurate, and consider various factors and business logic that might impact the final price.
Salesforce CPQ – The Price Waterfall
What is the Salesforce CPQ Price Waterfall?
The CPQ Pricing Waterfall is a multi-step process/sequence that utilises different prices and discounts to get us to the Net Price (this is the price field for the total of the Quote Line/Quote). Continue reading “Salesforce CPQ – The Price Waterfall”
