Integrating CPQ for Salesforce revolutionizes sales processes, enabling reps to focus more on selling and less on manual tasks. A report reveals that without CPQ software, sales reps spend only 34% of their time actively selling.
The impact of not using CPQ tools is significant, with sales reps taking 73% more time to produce quotes or proposals. This inefficiency consumes valuable selling time and reduces overall productivity.
By adopting the solution of CPQ for Salesforce, businesses can streamline the quote-to-cash cycle, dramatically reducing the time spent on configuring prices and preparing proposals, thereby allowing sales teams to dedicate more time to engaging with prospects and closing deals.
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Why Consider a CPQ Solution for Your Business?
CPQ solutions optimize sales processes, enabling teams to generate accurate quotes and manage complex pricing scenarios efficiently and quickly.
- CPQ software significantly reduces manual data entry errors.
- It accelerates the quote generation process, leading to faster sales cycles.
- Enhances customer satisfaction through timely and precise quoting.
- Facilitates compliance with pricing and discount policies automatically.
- Allows for easy scaling of sales operations to accommodate growth.
Implementing a CPQ for Salesforce not only improves efficiency but also boosts overall business performance and customer relations.
8 Best CPQ for Salesforce Integration
1. Salesforce CPQ
Salesforce CPQ is designed to function seamlessly within the Salesforce environment, offering a robust configuration, pricing, and quoting solution that enhances the efficiency of sales processes.
- Automates complex pricing and discounting structures.
- Provides guided selling to assist sales representatives.
- Features advanced approval workflows.
- Supports subscription management and billing.
- Enables configuration of bundled products.
- Integrates with other Salesforce applications seamlessly.
Salesforce CPQ is uniquely integrated with Salesforce, providing a fluid user experience and access to Salesforce’s extensive features, making it a top choice for businesses already leveraging Salesforce CRM.
2. Salesforce Industries CPQ (Vlocity CPQ)
Salesforce Industries CPQ, formerly known as Vlocity CPQ, is a specialized tool designed to simplify the Configure-Price-Quote (CPQ) process for businesses in the Telecommunications and Utilities industries. It goes beyond basic CPQ functionalities to address the unique complexities faced by these sectors.
- Streamline quoting for common Telco & Utilities offerings like service bundles and network configurations.
- Seamlessly connect with industry-standard data models for accurate and efficient quoting.
- Ensure quotes adhere to specific regulations and standards governing Telco & Utilities.
- Assist sales reps in capturing all necessary details for accurate quotes in intricate Telco & Utilities environments.
- Facilitate accurate product selection, pricing, and configuration based on existing customer assets and service infrastructure.
- Leverage a comprehensive view of each customer’s history and current needs to create tailored quotes that maximize value.
With its industry-specific features and focus on streamlining complex workflows, Salesforce Industries CPQ empowers Telco & Utilities businesses to generate faster, more accurate quotes, potentially leading to increased sales and improved customer satisfaction.
If you’re confused about which CPQ solution best fits your business needs then check out this blog to have a clear understanding of these CPQ: Salesforce CPQ Vs Industries CPQ
3. Oracle CPQ
Oracle CPQ Cloud helps manage the entire quote-to-cash process, providing robust features to handle complex and global sales operations with ease.
- Handles complicated product configurations.
- Offers global scalability and multi-currency support.
- Includes a powerful pricing engine for accuracy.
- Provides contract renewal and management tools.
- Facilitates control over discounting and negotiations.
- Integrates with a variety of ERP systems.
Oracle CPQ’s strength lies in its ability to manage complex sales processes and its deep functionality for enterprise-grade solutions, making it ideal for large organizations.
If you’re an Oracle CPQ user looking to streamline your sales process, integrating Oracle CPQ with Salesforce can significantly enhance your operational efficiency and data management.
Check out this blog to make an informed decision – Salesforce CPQ vs Oracle CPQ
4. Conga CPQ
Conga CPQ, formerly Apttus CPQ, utilizes artificial intelligence to provide a sophisticated, data-driven quoting and pricing solution that enhances sales efficiency.
- Leverages AI to optimize the sales process.
- Streamlines complex pricing scenarios efficiently.
- Enables dynamic document generation.
- Offers comprehensive contract lifecycle management.
- Supports multi-channel and multi-region sales strategies.
- Integrates tightly with Salesforce CRM.
Conga CPQ is notable for its use of AI to drive sales efficiency and its comprehensive approach to the quote-to-contract process, providing a competitive edge in contract management.
Still confused between Conga CPQ and Salesforce CPQ, check out this blog by Deepa Maheshwari – Conga CPQ vs Salesforce CPQ to make an informed decision.
5. SAP CPQ
SAP CPQ offers a sophisticated configuration solution that works well for businesses with complex products and services, integrating smoothly with SAP and non-SAP software.
- Manages complex, multi-level product configurations.
- Supports dynamic pricing and promotions.
- Allows real-time pricing adjustments.
- Integrates seamlessly with SAP software.
- Provides detailed analytics and reporting capabilities.
- Ensures compliance with international sales standards.
SAP CPQ’s integration capabilities, particularly with SAP ecosystems, make it a formidable choice for enterprises needing a reliable and expansive configuration solution.
Also, explore this blog to understand which CPQ solution is best for your business: Salesforce CPQ vs SAP CPQ
6. Zuora
Zuora excels in subscription management and CPQ capabilities, making it a preferred choice for businesses that operate on a subscription-based model.
- Specializes in subscription billing and management.
- Supports flexible pricing and packaging models.
- Integrates with e-commerce and self-service portals.
- Provides analytics tools for subscription metrics.
- Manages renewals and amendments automatically.
- Facilitates revenue recognition and compliance.
Zuora is uniquely positioned to manage and optimize the entire lifecycle of subscription services, providing unmatched tools for businesses focused on recurring revenue models.
Know the differences and choose the right quote machine between Salesforce CPQ and Zuora CPQ.
7. Dealhub
Dealhub CPQ offers a flexible and user-friendly platform that enhances engagement through its Playbook for guided selling and centralized deal management.
- Provides a centralized platform for deal management.
- Features guided selling tools to assist sales teams.
- Supports real-time collaboration and adjustments.
- Offers powerful analytics for strategic decision-making.
- Integrates smoothly with Salesforce and other CRMs.
- Facilitates electronic signatures and fast deal closures.
Dealhub stands out with its focus on enhancing user engagement and its ability to streamline the sales process through collaboration and real-time interactions.
8. Subskribe
Tailored for the tech industry, Subskribe offers agile CPQ capabilities that adapt swiftly to the dynamic needs of fast-growing tech companies.
- Designed for SaaS and other technology industries.
- Supports highly customizable and flexible pricing.
- Offers real-time quote adjustment capabilities.
- Integrates effectively with modern tech stacks.
- Provides tools for managing complex sales agreements.
- Ensures compliance with tech industry standards.
Subskribe is especially beneficial for tech companies with its agile and adaptable platform that scales quickly to meet the fast-evolving market demands.
Pros and Cons of CPQ Solutions
| CPQ Solutions | Pros | Cons |
| Salesforce CPQ | Native integration with Salesforce, easy to use, powerful customization. | It can be expensive and complex to implement without proper training. |
| Oracle CPQ | Excellent for complex product configurations, robust and scalable. | Can be overly complex for smaller operations, and high cost. |
| Conga CPQ | AI-enhanced capabilities, flexible and comprehensive solution. | Deep integration with SAP products, and strong global capabilities. |
| SAP CPQ | User-friendly, and great for collaborative environments. | Best suited for large companies, and can be less intuitive. |
| Zuora | Deep integration with SAP products, and strong global capabilities. | Focused primarily on subscription models, less versatile. |
| Dealhub | User-friendly, great for collaborative environments. | May lack some advanced features of other dedicated CPQ solutions. |
| Subskribe | User-friendly, and great for collaborative environments. | Relatively new, might have fewer features compared to established CPQs. |
Should You Integrate Your Current CPQ with Salesforce CRM?
Salesforce CPQ is undeniably a powerful solution, but there are situations where integrating another CPQ might be a better fit. Here’s why:
Integrating CPQ solutions with Salesforce CRM revolutionizes sales processes, enhancing efficiency and maximizing revenue. Selecting the right CPQ for Salesforce, whether it’s Salesforce CPQ or another provider, streamlines operations and leverages advanced technology.
- Existing CPQ investment: If you’re already using a different CPQ tool and switching isn’t feasible, integrating it with Salesforce can bridge the gap between your sales and CRM data. This eliminates the need for duplicate data entry and ensures a more holistic view of the customer journey.
- Industry-Specific Needs: Some CPQ solutions are laser-focused on specific industries, like healthcare or manufacturing. These specialized CPQs might offer features tailored to your unique business processes and compliance requirements that Salesforce CPQ might not have.
- Advanced Functionality: While Salesforce CPQ is robust, some competitors offer exceptionally advanced features. For instance, a competitor might have superior capabilities in complex product configurations or subscription billing, crucial for companies with intricate product offerings or recurring revenue models.
- Security and Compliance Concerns: In some regulated industries, specific security certifications or compliance features might be paramount. If a different CPQ offers superior security protocols or caters to your industry’s specific compliance needs, it might be the better choice.
In essence, if you’re already happy with your existing CPQ and it meets your industry-specific needs, then integrating it with Salesforce CRM can be a strategic way to unify your sales data. However, for most businesses, Salesforce CPQ remains the top choice due to its seamless integration and position as a market leader.
The Ideal Solution: Salesforce CRM + Salesforce CPQ
The ideal scenario for most businesses combines Salesforce CRM and Salesforce CPQ. Here’s why:
- Native integration: Seamless data flow between your CRM and CPQ for effortless information sharing and reduced errors.
- Customization: Both platforms offer extensive customization options to tailor the solution to your specific needs.
- Scalability: Both Salesforce and Salesforce CPQ scale effortlessly as your business grows.
- Maintenance: Easier maintenance and updates since everything resides within the same ecosystem.
- Revenue Cloud Ecosystem: Salesforce offers a complete Revenue Cloud ecosystem, integrating CPQ with Billing and other tools for a holistic revenue management experience.
By leveraging Salesforce CPQ’s power within the familiar environment of Salesforce CRM, you can unlock a world of sales efficiency and accelerate your path to closing more deals.
End Note
Integrating CPQ solutions with Salesforce CRM revolutionizes sales processes, enhancing efficiency and maximizing revenue. Selecting the right CPQ for Salesforce, whether it’s Salesforce CPQ or another provider, streamlines operations and leverages advanced technology.
If you’re considering CPQ for Salesforce or integrating your existing system with Salesforce, consulting with a Salesforce CPQ expert can offer valuable insights and tailored guidance. A consultant ensures your integration is seamless and optimized for your business needs.
To explore Salesforce CPQ or other integrations for your sales process, contact us today. Our team of expert Salesforce consultants is ready to assist you in enhancing your sales strategy and achieving better outcomes.
