CPQ Capabilities
Guided product configuration, governed pricing, accurate quotes, automated approvals and reliable CPQ-to-ERP execution.
Capabilities That Make Complex Selling Easier
Guide sellers to the right solution with needs-based questions, constraint-driven product configuration, governed pricing, discounts, margins and approvals.
Generate accurate quotes and documents, connect CRM and ERP, support dealers and digital channels, and give administrators the analytics and tools to continuously improve the selling process.
Capabilities Across the Selling and Fulfillment Cycle
Guided selling captures customer needs and applies product and engineering rules. Pricing logic governs discounts, margins, and approvals while quote generation produces a consistent customer proposal.
After acceptance, validation and exception handling protect the handoff to ERP. Salesforce can then display the accepted configuration, order acknowledgement, selected production milestones, shipped quantities, invoice status, and agreed accounts receivable visibility.