LEAD TO CASH

Lead Conversion: Lightning Speed, Unparalleled Efficiency, Seamless Sophistication

Salesforce CPQ (Configure, Price, Quote) is a game-changing tool for businesses looking to optimize their sales process. With its Product Bundles feature, cross-selling opportunities are promoted, and the correct products are sold together, ensuring accuracy in pricing. This not only helps to maximize revenue but also enhances customer satisfaction by providing personalized product options.

Streamline Sales Processes and Boost Your Bottom Line with Salesforce CPQ and Billing

Integrating CPQ into your existing CRM can greatly improve efficiency and collaboration between Sales, Operations, and Finance teams. With accurate quotes and automated discount approval processes, organizations can protect their bottom line while streamlining sales processes. The result is a lean, productive system that maximizes time and resources, freeing up sales reps to focus on what they do best – selling.

Salesforce CPQ is just the beginning. Once a quote has been accepted, Salesforce Billing takes over, generating invoices and tracking payments directly from the Salesforce platform. This not only provides excellent visibility across all relevant departments, but also helps to improve cash flow by ensuring timely invoicing and payment tracking. By using Salesforce CPQ and Billing, businesses can streamline their sales processes and define their sales strategies. By automating tasks and ensuring accurate pricing, businesses can improve efficiency and reduce errors, ultimately leading to increased revenue and improved customer satisfaction. So if you’re looking to optimize your sales process and boost your bottom line, Salesforce CPQ and Billing is the solution for you.

Maximize Sales Potential: Experience the Power of CPQ

EMPOWER SALES WITH ACCURATE QUOTING EASE

Empower Your Sales Force to Build Accurate Quotes with Ease! Enable them to choose the right offerings for each client with confidence. Ensure consistent pricing and discounts, secure approvals with swiftness – even as reps send out more quotes

CREATE SPEEDY & CLEANER PROPOSALS & CONTRACTS

Submit Proposals that Perfectly Reflect your Business Style Every Time. Optimize Your Time and Efforts. Validate They Include Relevant Documents and Terms, and Enhance the Experience with Seamless eSignature Integration.

OPTIMIZE BILLING & REVENUE RECOGNITION

Dispatch Invoices and Secure Payments. Streamline Subscription Billing with Versatile Options. Instantly Recognize Revenue and Monitor Quotes, Orders, Invoices, and Payments with Precision.

BUILD & DELIVER ACCURATE SALES QUOTES AT LIGHTNING SPEED

Configure Product Offerings, Price Orders, and Generate Quotes with Ease, to Decrease Errors & Boost Your Sales Rep Efficiency.

PRICE & QUOTE

Guarantee Consistent Pricing and Discounting, Ensure the Right Components are Included in Every Quote. Generate Client-Oriented Quotes Effortlessly and Accurately.

CPQ FOR COMMUNITIES

CPQ for Communities is an online platform that connects resellers and distributors to sales processes and resources, streamlining quoting and accelerating channel sales. It also makes it easy for partners to sell your products and services.

GENERATE PROPOSALS & CONTRACTS

Automate Add-On Orders and Swiftly Generate Proposals, Contracts, and Renewals.

ENHANCE ORDER PROCESSING & RENEWAL QUOTING

Transform Quotes into Orders with Seamless System Integration. Produce Renewals with Price Adjustments with Ease.

AUTOMATE & GENERATE RENEWAL QUOTES.

At Renewal Time, Salesforce CPQ Generates a Renewal Opportunity and Quote Automatically, Basing It On Previously Closed and Validated Quotes.

PRODUCT CONFIGURATER

Configure Products and Services Based on Your Business Rules and Logic. Update Configurations At Any Time for Special Promotions or Product Changes.

EASILY BUILD & UPDATE QUOTES

Ease The Quote Process For Your Sales team – Allowing Them to Quickly Adjust Quantities, Add Discounts, and Configure The Ideal Solutions for Customers.

GUIDED SELLING: EQUIP YOUR SALES TEAM

Elevate Your Sales Team’s Capabilities by Guiding Them in Selecting the Appropriate Products and Services for Each Customer. Enable New Reps to Quickly Increase Effectiveness and Identify Cross-Sell and Up-Sell Opportunities with Confidence.

ACCELERATE ONBOARDING WITH GUIDED SELLING

Simplify the Selling Process for New Reps With a Guided Approach. Utilize Prmompts That Guide Reps to Gather Customer Information, Leading to The Appropriate Product and Package Selection Based on Their Responses.

BOOST CHANNEL SALES WITH SALESFORCE CPQ FOR COMMUNITIES

Empower Partners to Sell Your Products and Services with Ease. Automatically Update Pipelines and Forecasts for Your Products and Services Through Quote Generation.

MAXIMIZE REVENUE THROUGH YOUR SALES CHANNELS

Salesforce CPQ for Communities Empowers Your Resellers and Distributors by Connecting Them to Your Sales Processes and Resources in Real-Time. Enhance their Selling Experience by Giving Them Access to Your Sales Tools, Enabling Them to Quickly Access Product Information and Pricing Through Your Online Community.

PROPOSAL GENERATOR

Create Professional-looking Proposals That Refelct Your Company’s Branding Standards using Fully Customizable Templates

EASY TURNAROUND

Generate Porposals and Contracts in PDF or Microsoft Word for Quick and Easy Turnaround.

INTEGRATION

Seamlessly Integrate Your Proposals with Your Choice of e-Signature Applications.

CREATE & MANAGE CONTRACTS

Easily Create Professional Sales Contracts and Manage Them with Ease.

DELIVERY

Deliver Executed Contracts With Just a Click or Tap.

INTEGRATION

Integrate with e-Signature to Close Deals Smoothly and Efficiently, Making it Simple For Both You and Your Customers.

CUSTOMIZABLE TEMPLATES

Customize Proposals to Match Your Company’s Branding Standards With Fully Customizable Templates.

MANAGE REVENUE & SUBSCRIPTION BILLING

Seamlessly Integrate All Aspects of Revenue Management and Streamline Your Billing Process.

PAYMENTS

Effortlessly Manage and Collect Payments, Avoiding Any Processing Complications

DUNNING PROCESS

Smoothly Manage the Dunning Process to Ensure Timely Payment Collection.

SUBSCRIPTION BILLING

Easily Manage Services That Are Billed On a Reccuring Basis, and Set Up Auto-renewing Subscriptions to Avoid Missed Renewals.

AUTOMATED INVOICING

Streamline Your Invoicing Process by Creating and Sending Invoices From Any Device, At Any Time.

REVENUE RECOGNITION

Efficiently Recognize Revenue and Track Quotes, Orders, Invoices, and Payments with Custom Reports and Dashboards. Identify Top-spending Customers, Most Profitable Customers, and Successful Pricing Models With Ease.

MANAGE SALES TAX & VAT

Easily Manage All of Your Tax-related Needs by Running Reports that Feed Into Your Accounting System. Sell and Bill in Multiple Currencies, and Handle all VAT, Sales Tax, Use Tax, and GST/PST/HST Calculations with Ease.