Salesforce CPQ

Salesforce CPQ or Configure, Price, Quote empowers your sales team with the tools they need to close deals quickly. With guided configuration, built-in pricing approvals and one-click quote generation, your reps can close deals faster and more efficiently.

Create and manage quotes, proposals and pricing easily.

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Sales

Sales reps can:

Quickly generate accurate quotes and proposals
Optimise deal value and get discounts approved fast
Close deals rapidly with transparent, cross-team communication

RevOps

Revenue operations can:

Increase productivity by automating pricing and quote creation
Reduce manual tasks and increase deal velocity with digitisation
Build customised dashboards to access reports quickly

Finance

Finance teams can:

Ensure pricing accuracy and protect margins in real-time
Maximise cross-sell, up- sell opportunities with guided selling
Gain full visibility of product and customer data on one platform

Features:

Product configuration

Create product configurations easily, including complex bundles and configurations.

Pricing and discounting

Automatically calculate prices based on set rules and discount levels, including complex scenarios.

Guided selling

Provide sales reps with real-time recommendations and best practices to up-sell or cross-sell and protect margins.

Contract management

Manage contracts, including contract creation, amendment and renewal.

Integration

Integrate with other systems like CRM, Billing or ERP as well as electronic signature software.

Branded quotes

Generate branded quotes, sales templates and documents quickly with the ability to create anywhere and be recorded in real-time.

How does Salesforce CPQ fit into your tech stack?

By leveraging Salesforce CPQ, you can streamline your quote-to-cash processes, reduce manual errors and increase revenue efficiency. Speak to us to learn more.

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Working with PhiX

"We have worked with PhiX on a complicated and complex project (millions of usage lines, multiple business models, weird ideas, etc.) but they never failed to help us, never failed to give us the best advice. This is a total recommendation for the always complex revenue projects."

- Jean-Baptiste Ronssin, Lifen, France

About PhiX Technologies

As a trusted Salesforce Consulting and Implementation Partner, we offer a holistic service for advisory and implementation, providing you with a one-stop shop for all your Salesforce Revenue Cloud needs. When you work with us, you can trust that you are partnering with a team of experts who can help you get the most out of Salesforce CPQ and transform your sales process.

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