An end-to-end practical guide to implementing Salesforce CPQ solutions, shortening your sales cycle, and generating a better ROI Key Features * Maximize sales by reducing turnaround time and providing a quick analysis of profits and losses * Get up to speed with Salesforce CPQ concepts, best practices, and tips when choosing the right CPQ implementation strategy * Implement CPQ configurations and automations for B2B and B2C business scenarios Book Description Salesforce CPQ is innovative software that helps you create better quotes, improve quoting accuracy, and maximize sales and deals, as well as providing you with a quick analysis of profits and losses. This improves the overall execution of sales processes and enables 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 progress, you'll understand how to define and configure price books, price rules for CPQ quote automation, multidimensional quoting, and so on. Next, you'll look at how to configure CPQ guided selling, create package configurations, and create 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 analyze different use cases for Salesforce and Vlocity CPQ. Finally, you'll conclude with some 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 and optimize the sales process for better returns. What you will learn * Understand Quote-2-Cash business processes and configure opportunities and quotes * Create custom CPQ actions and use custom filters for automating business needs * Discover how to configure products and product rules * Understand CPQ pricing structure and methods, rules, multidimensional quoting, and quote automation * Explore the CPQ Data Model and use Salesforce Schema Builder to view and configure object relationships * Configure contracts, amendments, and renewals in Salesforce * Focus on CPQ billing and its advantages * Gain comprehensive insights into Industries CPQ Who This Book Is For This book is for business analysts, functional consultants, sales managers, Salesforce architects, and those looking to gain Salesforce CPQ certification. Working knowledge of the Salesforce ecosystem is recommended to get the most out of this book. Table of Contents * Getting Started with Salesforce CPQ Implementation * Configuring Opportunities and Quotes * Configuring CPQ Products * CPQ Pricing * Generating and Configuring Quote Template * Configuring Guided Selling * Creating Contracts, Amendments and Renewals * CPQ Package Settings * CPQ Data Model and Migration concepts * Salesforce CPQ Billing * Salesforce Industries CPQ * CPQ Performance best Practices for CPQ solutions and Architecture

Book Information
ISBN 9781801077422
Author Madhu Ramanujan
Format Paperback
Page Count 299
Imprint Packt Publishing Limited
Publisher Packt Publishing Limited