In this presentation, we will discuss Salesforce CPQ Quote it Fast, Sell it Right.
Useful if your business contains product that changes in response to the presence of other products on your quote
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Salesforce CPQ Quote it Fast, Sell it Right
1. Salesforce CPQ
Quote it Fast, Sell it Right
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2. Ausaf Ahmed (Business Development Executive)
Ausaf Ahmed is the star Business
Development Executive at Cloud Analogy.
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3. Salesforce
Projects
Cloud Analogy, a premier Salesforce Silver Partner, is a
Salesforce Implementation Partner and Development
Company, with a team of 100+ CRM experts.
Winner
OVERVIEW
300 +
100 +Certified
Professionals
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Impact Of Coronavirus On Global Health And
Salesforce Users
Ajay Dubedi
CEO & Founder
Cloud Analogy
Dr. Kinshuk Chhikara
Medical Officer
Government Polyclinic,
Kurukshetra
Speakers:
On Demand Webinar
5. Meet Our Speakers
Deepali Kulshrestha, a Senior
Salesforce Consultant, Delivery
Management Head at Cloud Analogy.
Women-In-Tech (WIT) leader,
Siddhartha Bhadoriya, a Salesforce
Administrator and Consultant at
Cloud Analogy.
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Coronavirus COVID-19 Readiness
Before we start with the webinar, we would like to offer our
condolences to families who have lost their loved ones due to the
COVID-19 outbreak. We wish blessings to everyone who is
fighting against the coronavirus, directly or indirectly.
Cloud Analogy is remotely managing every single client and
project while ensuring the safety of our people during these
tough times.
Stay protected and blessed!
7. Agenda
● What and Why?
● CPQ Data Model
● Installation & Configuration
● Quotes
● Product Bundle - Options, Features &
Option Constraints
● Product & Price Rules
● Environment Walkthrough
● Custom Actions
● Guided Selling
● Discount Schedule
● Quote Template
● Q&A
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12. CPQ Data Model
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Account
Opportunity
Opportunity
Product
Pricebook
Product
Product OptionQuote Line
Quote
Contract
Quote
Document
SubscriptionAsset
CPQ Objects
Salesforce Objects
One to One
One to Many
Many to Many
14. ● Stores all the details of the products
and prices quoted for an opportunity.
● Quote line items
● An opportunity can have many quotes
Quotes
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15. Product Bundles
● Product - Individual line item on the quote. Core product offerings
that the customer sells
● Product Bundle - Parent product with optional features or
components which can be included on a single Quote Line
● Product Option - Children of bundle parent. It doesn’t contribute to
the bundle price if you select its Bundled checkbox
● Feature - Group of Options
● Option Constraint - Control how users select options together
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16. Product Rules
It ensures that sales rep are
inserting together right products
and bundles every time. It checks
that products and options are
compatible with one another.
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17. Price Rules
● Helps in controlling quoting and optimize the sales
● Automates price calculations and update quote line fields
● Useful if your business contains product that change in response to
the presence of other products on your quote
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20. ● Buttons to perform an action in the
quote line editor, configurator, or
several other detail pages.
Custom Actions
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21. Guided Selling
● Prompt that asks sales reps about the types of products they want when
they’re adding products to a quote
● Below are some of the components:
○ Quote Processes
○ Process Inputs
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22. Discount Schedule
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● create volume discounts based on quantity or terms for your quote lines.
Set the quantity or term ranges in tiers of percentages or amounts of
currency.
Tier 1 [10% discount for 1-9 Products]
Tier 2 [20% discount for 10-19
Products]
Tier 3 [30% discount for 20+ Products]
23. Discount Schedule
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Types
Range: Products are
discounted at the rate of
whatever tier applies to the
quoted quantity.
Slab: Units within a
certain bound receive
discounts equal to their
tier’s discount value.
$0.80/Unit
$0.80/Unit
$0.90/Unit
$1.00/Unit
Range Slab
24. A quote template is a combination of predetermined formatting elements for
the arrangement of quote data for presentation, typically in PDF format.
Similar to Salesforce email templates, a quote template contains the design,
content, and layout of your generated quote documents. Some content can be
dynamic, such as the Expiration Date, while other content can be static, like
the Company Address or Slogan. You can define dynamic content using
merge fields as you would elsewhere in Salesforce.
Quote Templates
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Stores all the details of the products and prices quoted for an opportunity. Just like opportunities have many product line items, quotes have many quote line items. An opportunity can have many quotes that you can view from a quotes related list on an Opportunity page layout.
Stores all the details of the products and prices quoted for an opportunity. Just like opportunities have many product line items, quotes have many quote line items. An opportunity can have many quotes that you can view from a quotes related list on an Opportunity page layout.