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• Harshala Shewale
Salesforce + SteelBrick
=
Accelerating CPQ Innovation
Lets connect on twitter @HarshalaShewale
Key Take Away
• What is CPQ ?
• What is Salesforce SteelBrick CPQ ?
• How Can It Help Your Business ?
• Sales Life Cycle
•...
What is CPQ?
@HarshalaShewale
Salesforce SteelBrick CPQ
• Highest customer
satisfaction
• Highest rating,4/5
• Market Presence
How Can It Help Your Business ?
• Accelerate the process
• Generates fast, affordable results
• Easily access key metrics ...
Sales Life Cycle
Capabilities / Features
• Quote Line Editor
• Product Rule
• Bundle Product
• Guided Selling
• Quote Template
• Multidimen...
Quote Line Editor
• Objects Involved : Quote Line
Product Rule
• Objects Involved : Product Rule, Error Condition, Product Action, Summary Variables
Product Rule
• Objects Involved : Product Rule, Error Condition, Product Action, Summary Variables
Product Bundle
• Objects Involved : Product, Feature, Options
Multi-Dimension Quote
• Objects involved : Price Dimension, Product
Guided Selling
How many km do
you drive every
year with your
vehicle?
Which product
do you want to
buy?
• Object required: Product, Process Input, Quote Processes
Guided Selling
Quote Template
• Object required: Quote Template, Sections, Line Columns, Template Content.
Contracts, Amendment and Renewals
• Objects Required: Products, Opportunity, Account, Contract, Quote
Pricing
Certification and Training
• Certification
• SALESFORCE CERTIFIED CPQ SPECIALIST
• Training
• Trailhead : Salesforce CPQ B...
References
• Salesforce Admin to CPQ Hero by Graham Smith
• https://www.slideshare.net/awesomeadmin/salesforce-admin-to-cp...
References
Steelbrick Community
• Quote Line Editor :
• https://community.steelbrick.com/t5/Get-Started-Knowledge-Base/Quo...
Questions?
Thank you!
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Salesforce Steelbrick CPQ Overview

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The slides give the introduction to CPQ and provide more details about Steelbrick CPQ which is acquired by Salesforce. Its features and how it will be helful for your orgnization.

Every organization would like to sell to its maximum potential. Problem is, most businesses are still selling through outdated methods, like paper order forms and spreadsheets. Learn how to attract new customers, nurture them via traditional and social channels, and close deals faster with this Sales Process Map.

SteelBrick CPQ helps sales reps do their job more efficiently and accurately. By automatically generating the right mix of products and services for each customer and providing an accurate quote, CPQ allows your sales reps to concentrate on customer relationship building and contacting their next lead.

Published in: Sales
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Salesforce Steelbrick CPQ Overview

  1. 1. • Harshala Shewale Salesforce + SteelBrick = Accelerating CPQ Innovation Lets connect on twitter @HarshalaShewale
  2. 2. Key Take Away • What is CPQ ? • What is Salesforce SteelBrick CPQ ? • How Can It Help Your Business ? • Sales Life Cycle • Capabilities and Features • Use Cases / Demo • Pricing • Questions • Learning Objectives @HarshalaShewale
  3. 3. What is CPQ? @HarshalaShewale
  4. 4. Salesforce SteelBrick CPQ • Highest customer satisfaction • Highest rating,4/5 • Market Presence
  5. 5. How Can It Help Your Business ? • Accelerate the process • Generates fast, affordable results • Easily access key metrics and reports • Customize products, services and pricing to each individual customer • Affordable and well-received by sales teams • Puts a stop to steep discounting @HarshalaShewale
  6. 6. Sales Life Cycle
  7. 7. Capabilities / Features • Quote Line Editor • Product Rule • Bundle Product • Guided Selling • Quote Template • Multidimensional Quote • Contract, Renewals and Amendments
  8. 8. Quote Line Editor • Objects Involved : Quote Line
  9. 9. Product Rule • Objects Involved : Product Rule, Error Condition, Product Action, Summary Variables
  10. 10. Product Rule • Objects Involved : Product Rule, Error Condition, Product Action, Summary Variables
  11. 11. Product Bundle • Objects Involved : Product, Feature, Options
  12. 12. Multi-Dimension Quote • Objects involved : Price Dimension, Product
  13. 13. Guided Selling How many km do you drive every year with your vehicle? Which product do you want to buy?
  14. 14. • Object required: Product, Process Input, Quote Processes Guided Selling
  15. 15. Quote Template • Object required: Quote Template, Sections, Line Columns, Template Content.
  16. 16. Contracts, Amendment and Renewals • Objects Required: Products, Opportunity, Account, Contract, Quote
  17. 17. Pricing
  18. 18. Certification and Training • Certification • SALESFORCE CERTIFIED CPQ SPECIALIST • Training • Trailhead : Salesforce CPQ Basics • Training Videos : • Should have a Partner Account • Self Study : • Steelbrick Community
  19. 19. References • Salesforce Admin to CPQ Hero by Graham Smith • https://www.slideshare.net/awesomeadmin/salesforce-admin-to-cpq-hero-by-graham-smith?qid=99c983ba- bf92-48f2-b776-36092fd0e6e6&v=&b=&from_search=4 • 7 Reasons Why Your Sales Team Needs CPQ: • https://www.slideshare.net/ColonyLogic/7-reasons-why-your-sales-team-needs-cpq?qid=b298ec95-1625- 4161-bbca-ba5a6bf03fb4&v=&b=&from_search=1 • CPQ Solution Study • https://www.slideshare.net/demandmetric/cpq-solution-study • 5 Secrets for Taking Your Small Business to the Next Level : • https://es.slideshare.net/Salesforce/5-secrets-for-taking-your-small-business-to-the-next-level • G2 Crowd - Survey • https://www.salesforce.com/blog/2017/05/salesforce-cpq-leader-g2-crowd.html • SteelBrick CPQ Competitors : • http://www.computerworld.com/article/3020621/software-as-a-service/salesforce-causes-partner-pain- with-steelbrick-acquisition.html • G2 CrowdcSurvey : • http://www.computerworld.com/article/3020621/software-as-a-service/salesforce-causes-partner-pain-with- steelbrick-acquisition.html
  20. 20. References Steelbrick Community • Quote Line Editor : • https://community.steelbrick.com/t5/Get-Started-Knowledge-Base/Quote-Line-Editor-Overview/ta-p/267 • Product Rule • https://community.steelbrick.com/t5/Products-Bundles-Knowledge-Base/An-Overview-of-Product-Rules/ta- p/85 • Product Bundle • https://community.steelbrick.com/t5/Products-Bundles-Knowledge-Base/Package-Product-Description/ta- p/1741 • Multi-Dimensional Quote • https://community.steelbrick.com/t5/Tutorials/Multi-Dimensional-Quoting-Tutorial/ta-p/3732 • Guided Selling • https://community.steelbrick.com/t5/tkb/articleprintpage/tkb-id/ProductsBundles%40tkb/article-id/95 • Quote Template • https://community.steelbrick.com/t5/Quote-Templates-Knowledge-Base/Quote-Template-Overview/tac- p/9954
  21. 21. Questions?
  22. 22. Thank you!

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