What Is Salesforce CPQ?

Salesforce CPQ is a part of the Salesforce family of products. It’s a tool that helps you configure, price, and quote your products quickly and easily. But it’s not just for large businesses – even small businesses can benefit from its features.

Salesforce CPQ is great for streamlining the product-configuration process. It speeds up the process by automating some of the tasks, like creating product options and calculating prices. This means you can focus on what’s important – making the sale.

But that’s not all it does. Salesforce CPQ also ensures accuracy in your quotes and orders. Plus, it provides you with a history of all your quotes, orders, and products so you can keep track of what’s selling well and what isn’t.

Benefits of Salesforce CPQ

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Salesforce CPQ is a cloud-based product that gives sales teams a fast, easy way to configure, price, and quote products. It speeds up the sales process by automating the quoting process and providing product templates that sales reps can use.

But that’s just the beginning. Here are some of the other benefits that Salesforce CPQ can offer your business:

  • Ease of use – Salesforce CPQ is easy to learn and use, even for sales reps who are not tech-savvy.
  • Fast implementation – Salesforce CPQ can be set up quickly and easily, so you can start using it right away.
  • Flexible pricing – You can choose from a range of pricing plans to suit your needs.
  • Scalability – Salesforce CPQ grows with your business, so you can continue to use it as your business expands.
  • Robust features – Salesforce CPQ includes a wide range of features that enable you to configure products quickly and easily, price them accurately, and create professional quotes in minutes.

If you’re looking for a powerful yet easy-to-use tool that can speed up your quoting process, then Salesforce CPQ is definitely worth considering.

Common Uses of Salesforce CPQ

Salesforce CPQ is a very versatile tool that can be used for a variety of purposes. Some of the most common uses include:

  1. Configuring and pricing products: With Salesforce CPQ, you can configure your products, set up pricing rules, and even create bundles and pricing options. This makes it easy to get your products up and running quickly and gives you more control over the pricing process.
  2. Quoting and ordering: You can use Salesforce CPQ to generate quotes and orders easily and quickly. This reduces the amount of time it takes to get products to your customers, which in turn helps you close more sales.
  3. Automating approvals: With Salesforce CPQ, you can automate the approval process for quotes and orders. This ensures that all approvals are handled quickly and efficiently, so you can get products to your customers as soon as possible.

How to Set Up Salesforce CPQ

Setting up Salesforce CPQ is easy. All you need to do is add the CPQ package to your account, and it’ll be ready for configuration. You can also customise the settings so that it works perfectly for your business needs.

Once set up, you can start using the features in Salesforce CPQ, like price rules and discounts, to help increase revenue. You can also generate quotes and calculate prices in bulk with its advanced feature, Quote-to-Cash. Plus, you can use the integration capabilities with your existing applications to save time and money while keeping everything in sync. With all these great features, it’s no wonder Salesforce CPQ is gaining popularity.

Important Features of Salesforce CPQ

Salesforce CPQ is a powerful tool that can help you streamline your business’s quoting and ordering processes. It has several features that make it an ideal solution for any company looking to simplify its business processes.

First, Salesforce CPQ includes an impressive set of configurator rules that will help you ensure accuracy in your product offerings and pricing. This helps you eliminate manual data entry and the potential for errors. In addition, CPQ can be used to create custom quotes with multiple line items, allowing customers to choose from a wide variety of products and services.

Another great feature of Salesforce CPQ is its ability to integrate with other systems, such as Salesforce CRM and financial platforms like QuickBooks. This helps businesses keep track of all of their customer transactions in one place and create streamlined workflows for invoicing, ordering, and shipping. Finally, with Salesforce CPQ, businesses can quickly generate accurate quotes on the spot by using dynamic pricing fields to take into account discounts or special offers.

FAQs on Salesforce CPQ

Salesforce CPQ is a powerful tool that can help you configure, price, and quote products. To get the most out of it, here are a few frequently asked questions about Salesforce CPQ:

  • What types of businesses can benefit from Salesforce CPQ? Salesforce CPQ is designed for large and small businesses that need an efficient way to configure, price, quote, and order products.
  • How does Salesforce CPQ automate pricing? Salesforce CPQ has built-in algorithm automation and customisation tools to ensure that prices are in line with your business objectives.
  • Can I integrate other systems with Salesforce CPQ? Yes! There are plenty of third-party integrations available so you can connect your existing systems with Salesforce CPQ.


In a nutshell, Salesforce CPQ can help you configure products, price them, and generate quotes more quickly and accurately. It can even help you reduce the time it takes to make a sale. But that’s only the beginning.

Salesforce CPQ can also help you:

  • Eliminate errors and speed up the sales process
  • Get products to market faster
  • Reduce the time it takes to make a sale
  • Provide a better customer experience

If you’re ready to kickstart your Salesforce CPQ journey to success, then our team of experienced Salesforce Consultants can help you. Salesforce, as a platform, can seem overwhelming and our Salesforce experts can do much of the heavy lifting for you. Choose a Salesforce Partner that understands your needs and has a history of successful Salesforce implementations. To find out how Smplicity can help with Salesforce CPQ, get in touch today by clicking here to schedule a call with our Consultants.

Smplicity specialises in Digital Transformation and Change Management. Implementations and customisations include Salesforce Sales Cloud, Salesforce Service Cloud, Salesforce Marketing Cloud Account Engagement, Salesforce Experience Cloud, Salesforce CPQ, and Salesforce Nonprofit Cloud.

Kickstart your Salesforce CPQ journey