CPQ Session#1

2. Challenges Prior to CPQ
● Manually organised data in Excel sheets, PDF etc.
● Human error results in inaccurate pricing.
● Cluttered Quote Documents.
● Impact on Sales Pipeline
● Inconsistent Downstream Data (Orders, Contracts,
Amendment & Renewals)
● Inappropriate Discounting & Offline Approval Process

3. CPQ
● CPQ is a cloud-based software application which enables
companies to accurately and efficiently generate quotes for
their products and services.
● Configure your products & offerings by following your
business rules while meeting your customers needs.
● Enables accurate pricing for all the products and services
offered to customer.

4. CPQ - Data Flow

5. CPQ - Features
● Product & Pricing Configuration
● Guided selling
● Generate Quote Documents
● Advance Approvals Implementation
● Electronic signature integrations
● Asset & Contract Generation
● Renewals & Amendments

6. Configuration
● Standalone & Bundle Products
● Subscription & One-Time
● Multi-Dimensional Quoting
● Product Rules

7. Pricing
● Pricing Waterfall Model
● Price Rules
● Custom Action Plugin - QCP
● Page Security Plugin - PSP

8. Quote Approvals
● Setup Advance Approvals
○ Approval Chains - Parallel Processing
○ Smart Approvals

9. Contract Life Cycle
● Orders
● Contract/Service Contract (Service Cloud for CPQ Manage Package)
● Assets
● Subscriptions/Contract Line Items
● Amendments
● Renewals

10. Salesforce CPQ Package
● CPQ Manage package can be installed in following ways:-
○ https://install.steelbrick.com/
○ https://trailhead.salesforce.com/promo/orgs/cpqtrails
■ CPQ Data is prepopulated.

11. Salesforce CPQ Package
● Admins only (preferred)
● All users
● Specific Profiles
Note: Assign Licenses first then assign the relevant Permission sets

12. Calculation Service

13. Default Permission Sets
● Salesforce CPQ Admin User/User Access
● Salesforce CPQ User/User Access
● Salesforce CPQ Partner User/User Access
● Salesforce CPQ Customer User/User Access

14. ANY QUESTIONS ?