Salesforce CPQ or Revenue Cloud Basics
Salesforce is like a super organizer for businesses to track customers and sales. It keeps all info, contacts, deals, emails in one spot so teams collaborate easily. Salesforce CPQ (also known as Revenue Cloud) simplifies quoting for sales teams handling complex products. It breaks down into three steps: Configure products, Price them accurately, and Quote professionally. Sales reps spend only 27% of time selling; most is wasted on quotes and approvals. Salesforce CPQ helps sales teams handle tricky products without mistakes. Configure Pick products and add features customers want, like bundles or extras. Rules guide you to smart choices, like suggesting add-ons. Price The system auto-calculates costs with discounts, deals, or currency changes. No math errors or forgetting rules. Quote Create a sharp, branded document ready to email. Everything’s accurate, speeding up sales and happy customers. Salesforce CPQ shines for businesses with lots of products or tricky prices, like custom l...