SlideShare a Scribd company logo
1 of 6
Signs yours
Business Needs
Salesforce
3
cloud.analogy info@cloudanalogy.com +1(415)830-3899
CPQ
Sign#1 - Disorganized systems to generate quotes
Without an efficient CPQ solution
in place, sales representatives
may be creating an opportunity
in Salesforce or a different CRM
and then would have to generate
a completely new quote in an
external spreadsheet to the
customer relationship
management.
cloud.analogy info@cloudanalogy.com +1(415)830-3899
Sign#2 - Difficult and fragmented quote and order reporting
Salesforce CPQ reporting helps businesses
stay close to the highest standards of
transparency when it comes to the count of
quotes that get converted into orders. It is
also useful to measure how many cross-sells
and upsells happened within a specific
period.
cloud.analogy info@cloudanalogy.com +1(415)830-3899
Sign#3-System Admins struggles hard tomaintainand scale the
quoting system
cloud.analogy info@cloudanalogy.com +1(415)830-3899
An organization, in order to maintain an efficient
and smooth-functioning quoting system, must be
able to add, edit, or delete products to or from the
product catalog seamlessly. It is a well-known fact
that pricing structures fluctuate every now and
then and this statement holds equally good for the
professional services industry.
If you want to make big inroads into the world of profitability, Salesforce
CPQ is what will guide you to the road that is less traveled by and that will
make all the difference.
cloud.analogy info@cloudanalogy.com +1(415)830-3899
Thank you
cloud.analogy info@cloudanalogy.com +1(415)830-3899

More Related Content

What's hot

What's hot (20)

What You Need To Know About Salesforce Cloud Products
What You Need To Know About Salesforce Cloud ProductsWhat You Need To Know About Salesforce Cloud Products
What You Need To Know About Salesforce Cloud Products
 
NPSP Donation Collection Using Stripe
NPSP Donation Collection Using StripeNPSP Donation Collection Using Stripe
NPSP Donation Collection Using Stripe
 
What's a Better Value: Salesforce vs. HubSpot
What's a Better Value: Salesforce vs. HubSpotWhat's a Better Value: Salesforce vs. HubSpot
What's a Better Value: Salesforce vs. HubSpot
 
Best Practices For Salesforce Data Lifecycle Management
Best Practices For Salesforce Data Lifecycle ManagementBest Practices For Salesforce Data Lifecycle Management
Best Practices For Salesforce Data Lifecycle Management
 
Reports & Dashboard In HubSpot CRM
Reports & Dashboard In HubSpot CRMReports & Dashboard In HubSpot CRM
Reports & Dashboard In HubSpot CRM
 
Case Study - Agent Hub
Case Study - Agent HubCase Study - Agent Hub
Case Study - Agent Hub
 
Zoho CRM vs Salesforce CRM : Which is a better choice?
Zoho CRM vs Salesforce CRM : Which is a better choice?Zoho CRM vs Salesforce CRM : Which is a better choice?
Zoho CRM vs Salesforce CRM : Which is a better choice?
 
Benefit of introducing consultant partner in Appexchange.
Benefit of introducing consultant partner in Appexchange.Benefit of introducing consultant partner in Appexchange.
Benefit of introducing consultant partner in Appexchange.
 
Salesforce High Velocity Sales For Opportunities
Salesforce High Velocity Sales For OpportunitiesSalesforce High Velocity Sales For Opportunities
Salesforce High Velocity Sales For Opportunities
 
How data analytics can boost your business growth
How data analytics can boost your business growth How data analytics can boost your business growth
How data analytics can boost your business growth
 
What are Customer Success Platforms?
What are Customer Success Platforms?What are Customer Success Platforms?
What are Customer Success Platforms?
 
Salesforce integration with mailchimp
Salesforce integration with mailchimpSalesforce integration with mailchimp
Salesforce integration with mailchimp
 
Salesforce Admin - How To Set Up Einstein Search In Salesforce - Tips for Sal...
Salesforce Admin - How To Set Up Einstein Search In Salesforce - Tips for Sal...Salesforce Admin - How To Set Up Einstein Search In Salesforce - Tips for Sal...
Salesforce Admin - How To Set Up Einstein Search In Salesforce - Tips for Sal...
 
What Is CRM And Its Benefits?
What Is CRM And Its Benefits?What Is CRM And Its Benefits?
What Is CRM And Its Benefits?
 
What is Sales funnel and how is it Evolving
What is Sales funnel and how is it EvolvingWhat is Sales funnel and how is it Evolving
What is Sales funnel and how is it Evolving
 
Google Sheet Integration
Google Sheet IntegrationGoogle Sheet Integration
Google Sheet Integration
 
Best Practices For Salesforce Data Lifecycle Management
Best Practices For Salesforce Data Lifecycle ManagementBest Practices For Salesforce Data Lifecycle Management
Best Practices For Salesforce Data Lifecycle Management
 
Top 10 Salesforce Extensions For Chrome
Top 10 Salesforce Extensions For ChromeTop 10 Salesforce Extensions For Chrome
Top 10 Salesforce Extensions For Chrome
 
Salesforce Release Analytics Tableau CRM- Custom Fiscal Calendar
Salesforce Release   Analytics  Tableau CRM- Custom Fiscal CalendarSalesforce Release   Analytics  Tableau CRM- Custom Fiscal Calendar
Salesforce Release Analytics Tableau CRM- Custom Fiscal Calendar
 
Salesforce is the best CRM Software for SME
Salesforce is the best CRM Software for SMESalesforce is the best CRM Software for SME
Salesforce is the best CRM Software for SME
 

Similar to 3 signs your business needs salesforce cpq

Similar to 3 signs your business needs salesforce cpq (20)

Checklist for successful salesforce implementation
Checklist for successful salesforce implementationChecklist for successful salesforce implementation
Checklist for successful salesforce implementation
 
Top Salesforce Integrations For Businesses In 2022
Top Salesforce Integrations For Businesses In 2022Top Salesforce Integrations For Businesses In 2022
Top Salesforce Integrations For Businesses In 2022
 
Salesforce customization vs configuration
Salesforce customization vs configurationSalesforce customization vs configuration
Salesforce customization vs configuration
 
How Salesforce CRM Improves Your Sales Pipeline?
How Salesforce CRM Improves Your Sales Pipeline?How Salesforce CRM Improves Your Sales Pipeline?
How Salesforce CRM Improves Your Sales Pipeline?
 
How to optimize salesforce marketing cloud
How to optimize salesforce marketing cloud How to optimize salesforce marketing cloud
How to optimize salesforce marketing cloud
 
Best salesforce apps and solutions for businesses
Best salesforce apps and solutions for businessesBest salesforce apps and solutions for businesses
Best salesforce apps and solutions for businesses
 
Important Salesforce Trends to Watch Out for in 2022
Important Salesforce Trends to Watch Out for in 2022Important Salesforce Trends to Watch Out for in 2022
Important Salesforce Trends to Watch Out for in 2022
 
Salesforce CPQ 360 Tour
Salesforce CPQ 360 TourSalesforce CPQ 360 Tour
Salesforce CPQ 360 Tour
 
Common Salesforce CPQ Implementation Challenges
Common Salesforce CPQ Implementation ChallengesCommon Salesforce CPQ Implementation Challenges
Common Salesforce CPQ Implementation Challenges
 
What are the tools and techniques for managing Big Data in your Org
What are the tools and techniques for managing Big Data in your OrgWhat are the tools and techniques for managing Big Data in your Org
What are the tools and techniques for managing Big Data in your Org
 
SaaS
SaaSSaaS
SaaS
 
Why You Should Hire A Salesforce Consultant For Your Business
Why You Should Hire A Salesforce Consultant For Your BusinessWhy You Should Hire A Salesforce Consultant For Your Business
Why You Should Hire A Salesforce Consultant For Your Business
 
5 Benefits of Using Salesforce Commerce Cloud for eCommerce Businesses
5 Benefits of Using Salesforce Commerce Cloud for eCommerce Businesses5 Benefits of Using Salesforce Commerce Cloud for eCommerce Businesses
5 Benefits of Using Salesforce Commerce Cloud for eCommerce Businesses
 
SAP vs Salesforce: Choosing the Right CRM for Your Business
SAP vs Salesforce: Choosing the Right CRM for Your BusinessSAP vs Salesforce: Choosing the Right CRM for Your Business
SAP vs Salesforce: Choosing the Right CRM for Your Business
 
Expert Blog PPT: Salesforce High-Velocity Sales for Opportunities
Expert Blog PPT: Salesforce High-Velocity Sales for OpportunitiesExpert Blog PPT: Salesforce High-Velocity Sales for Opportunities
Expert Blog PPT: Salesforce High-Velocity Sales for Opportunities
 
Best practices for salesforce cpq implementation
Best practices for salesforce cpq implementationBest practices for salesforce cpq implementation
Best practices for salesforce cpq implementation
 
Navigating Through Post-Merger Integration of CRM Systems: A Salesforce Persp...
Navigating Through Post-Merger Integration of CRM Systems: A Salesforce Persp...Navigating Through Post-Merger Integration of CRM Systems: A Salesforce Persp...
Navigating Through Post-Merger Integration of CRM Systems: A Salesforce Persp...
 
What's New In Salesforce Winter ’22 Features
What's New In Salesforce Winter ’22 FeaturesWhat's New In Salesforce Winter ’22 Features
What's New In Salesforce Winter ’22 Features
 
Salesforce integration with ERP
Salesforce integration with ERPSalesforce integration with ERP
Salesforce integration with ERP
 
5 ways to achieve your goals with salesforce sales cloud
5 ways to achieve your goals with salesforce sales cloud5 ways to achieve your goals with salesforce sales cloud
5 ways to achieve your goals with salesforce sales cloud
 

More from Cloud Analogy

More from Cloud Analogy (20)

Zendesk Integration With Salesforce .pptx
Zendesk Integration With Salesforce .pptxZendesk Integration With Salesforce .pptx
Zendesk Integration With Salesforce .pptx
 
Salesforce Integration With Mailchimp (1).pptx
Salesforce Integration With Mailchimp (1).pptxSalesforce Integration With Mailchimp (1).pptx
Salesforce Integration With Mailchimp (1).pptx
 
Top 5 Zoho Products And Their Features.pptx
Top 5 Zoho Products And Their Features.pptxTop 5 Zoho Products And Their Features.pptx
Top 5 Zoho Products And Their Features.pptx
 
SAP vs Oracle: Which ERP System Should You Choose In 2022?
SAP vs Oracle: Which ERP System Should You Choose In 2022?SAP vs Oracle: Which ERP System Should You Choose In 2022?
SAP vs Oracle: Which ERP System Should You Choose In 2022?
 
5 Low-Code Tools To Increase Salesforce Admins Productivity
5 Low-Code Tools To Increase Salesforce Admins Productivity5 Low-Code Tools To Increase Salesforce Admins Productivity
5 Low-Code Tools To Increase Salesforce Admins Productivity
 
Tips To Make The Most Out Of Salesforce CRM
Tips To Make The Most Out Of Salesforce CRMTips To Make The Most Out Of Salesforce CRM
Tips To Make The Most Out Of Salesforce CRM
 
5 Tips For Salesforce Admin In 2022
5 Tips For Salesforce Admin In 20225 Tips For Salesforce Admin In 2022
5 Tips For Salesforce Admin In 2022
 
Trailhead Badges To Earn In 2022
Trailhead Badges To Earn In 2022Trailhead Badges To Earn In 2022
Trailhead Badges To Earn In 2022
 
HubSpot And Slack Integration
HubSpot And Slack IntegrationHubSpot And Slack Integration
HubSpot And Slack Integration
 
Multi-Factor Authentication In Salesforce
Multi-Factor Authentication In SalesforceMulti-Factor Authentication In Salesforce
Multi-Factor Authentication In Salesforce
 
5 Myths About Salesforce CRM
5 Myths About Salesforce CRM5 Myths About Salesforce CRM
5 Myths About Salesforce CRM
 
6 Sales Promotion Tips For Marketing Success
6 Sales Promotion Tips For Marketing Success6 Sales Promotion Tips For Marketing Success
6 Sales Promotion Tips For Marketing Success
 
How Marketing Cloud Latest Features Can Improve Your Campaign Performance
How Marketing Cloud Latest Features Can Improve Your Campaign PerformanceHow Marketing Cloud Latest Features Can Improve Your Campaign Performance
How Marketing Cloud Latest Features Can Improve Your Campaign Performance
 
How To Build Your Sales Career In The Salesforce Ecosystem
How To Build Your Sales Career In The Salesforce EcosystemHow To Build Your Sales Career In The Salesforce Ecosystem
How To Build Your Sales Career In The Salesforce Ecosystem
 
Best Sales Metrics Every Sales Leader Should Know
Best Sales Metrics Every Sales Leader Should KnowBest Sales Metrics Every Sales Leader Should Know
Best Sales Metrics Every Sales Leader Should Know
 
5 Accurate Sales Forecasting Strategies To Predict Your Revenue
5 Accurate Sales Forecasting Strategies To Predict Your Revenue5 Accurate Sales Forecasting Strategies To Predict Your Revenue
5 Accurate Sales Forecasting Strategies To Predict Your Revenue
 
How To Utilize Slack As A Secret Weapon For Your Sales Team
How To Utilize Slack As A Secret Weapon For Your Sales TeamHow To Utilize Slack As A Secret Weapon For Your Sales Team
How To Utilize Slack As A Secret Weapon For Your Sales Team
 
Salesforce Sales Cloud: Best Practices to Win More Deals
Salesforce Sales Cloud: Best Practices to Win More DealsSalesforce Sales Cloud: Best Practices to Win More Deals
Salesforce Sales Cloud: Best Practices to Win More Deals
 
All About Salesforce Sustainability Cloud
All About Salesforce Sustainability CloudAll About Salesforce Sustainability Cloud
All About Salesforce Sustainability Cloud
 
How To Optimize Salesforce Pardot | Salesforce CRM
How To Optimize Salesforce Pardot | Salesforce CRM How To Optimize Salesforce Pardot | Salesforce CRM
How To Optimize Salesforce Pardot | Salesforce CRM
 

Recently uploaded

Histor y of HAM Radio presentation slide
Histor y of HAM Radio presentation slideHistor y of HAM Radio presentation slide
Histor y of HAM Radio presentation slide
vu2urc
 
Artificial Intelligence: Facts and Myths
Artificial Intelligence: Facts and MythsArtificial Intelligence: Facts and Myths
Artificial Intelligence: Facts and Myths
Joaquim Jorge
 

Recently uploaded (20)

Factors to Consider When Choosing Accounts Payable Services Providers.pptx
Factors to Consider When Choosing Accounts Payable Services Providers.pptxFactors to Consider When Choosing Accounts Payable Services Providers.pptx
Factors to Consider When Choosing Accounts Payable Services Providers.pptx
 
Strategies for Unlocking Knowledge Management in Microsoft 365 in the Copilot...
Strategies for Unlocking Knowledge Management in Microsoft 365 in the Copilot...Strategies for Unlocking Knowledge Management in Microsoft 365 in the Copilot...
Strategies for Unlocking Knowledge Management in Microsoft 365 in the Copilot...
 
08448380779 Call Girls In Civil Lines Women Seeking Men
08448380779 Call Girls In Civil Lines Women Seeking Men08448380779 Call Girls In Civil Lines Women Seeking Men
08448380779 Call Girls In Civil Lines Women Seeking Men
 
Histor y of HAM Radio presentation slide
Histor y of HAM Radio presentation slideHistor y of HAM Radio presentation slide
Histor y of HAM Radio presentation slide
 
Tata AIG General Insurance Company - Insurer Innovation Award 2024
Tata AIG General Insurance Company - Insurer Innovation Award 2024Tata AIG General Insurance Company - Insurer Innovation Award 2024
Tata AIG General Insurance Company - Insurer Innovation Award 2024
 
Presentation on how to chat with PDF using ChatGPT code interpreter
Presentation on how to chat with PDF using ChatGPT code interpreterPresentation on how to chat with PDF using ChatGPT code interpreter
Presentation on how to chat with PDF using ChatGPT code interpreter
 
Understanding Discord NSFW Servers A Guide for Responsible Users.pdf
Understanding Discord NSFW Servers A Guide for Responsible Users.pdfUnderstanding Discord NSFW Servers A Guide for Responsible Users.pdf
Understanding Discord NSFW Servers A Guide for Responsible Users.pdf
 
Bajaj Allianz Life Insurance Company - Insurer Innovation Award 2024
Bajaj Allianz Life Insurance Company - Insurer Innovation Award 2024Bajaj Allianz Life Insurance Company - Insurer Innovation Award 2024
Bajaj Allianz Life Insurance Company - Insurer Innovation Award 2024
 
How to Troubleshoot Apps for the Modern Connected Worker
How to Troubleshoot Apps for the Modern Connected WorkerHow to Troubleshoot Apps for the Modern Connected Worker
How to Troubleshoot Apps for the Modern Connected Worker
 
From Event to Action: Accelerate Your Decision Making with Real-Time Automation
From Event to Action: Accelerate Your Decision Making with Real-Time AutomationFrom Event to Action: Accelerate Your Decision Making with Real-Time Automation
From Event to Action: Accelerate Your Decision Making with Real-Time Automation
 
Mastering MySQL Database Architecture: Deep Dive into MySQL Shell and MySQL R...
Mastering MySQL Database Architecture: Deep Dive into MySQL Shell and MySQL R...Mastering MySQL Database Architecture: Deep Dive into MySQL Shell and MySQL R...
Mastering MySQL Database Architecture: Deep Dive into MySQL Shell and MySQL R...
 
Breaking the Kubernetes Kill Chain: Host Path Mount
Breaking the Kubernetes Kill Chain: Host Path MountBreaking the Kubernetes Kill Chain: Host Path Mount
Breaking the Kubernetes Kill Chain: Host Path Mount
 
Artificial Intelligence: Facts and Myths
Artificial Intelligence: Facts and MythsArtificial Intelligence: Facts and Myths
Artificial Intelligence: Facts and Myths
 
Exploring the Future Potential of AI-Enabled Smartphone Processors
Exploring the Future Potential of AI-Enabled Smartphone ProcessorsExploring the Future Potential of AI-Enabled Smartphone Processors
Exploring the Future Potential of AI-Enabled Smartphone Processors
 
GenCyber Cyber Security Day Presentation
GenCyber Cyber Security Day PresentationGenCyber Cyber Security Day Presentation
GenCyber Cyber Security Day Presentation
 
TrustArc Webinar - Stay Ahead of US State Data Privacy Law Developments
TrustArc Webinar - Stay Ahead of US State Data Privacy Law DevelopmentsTrustArc Webinar - Stay Ahead of US State Data Privacy Law Developments
TrustArc Webinar - Stay Ahead of US State Data Privacy Law Developments
 
How to convert PDF to text with Nanonets
How to convert PDF to text with NanonetsHow to convert PDF to text with Nanonets
How to convert PDF to text with Nanonets
 
The Codex of Business Writing Software for Real-World Solutions 2.pptx
The Codex of Business Writing Software for Real-World Solutions 2.pptxThe Codex of Business Writing Software for Real-World Solutions 2.pptx
The Codex of Business Writing Software for Real-World Solutions 2.pptx
 
08448380779 Call Girls In Diplomatic Enclave Women Seeking Men
08448380779 Call Girls In Diplomatic Enclave Women Seeking Men08448380779 Call Girls In Diplomatic Enclave Women Seeking Men
08448380779 Call Girls In Diplomatic Enclave Women Seeking Men
 
Raspberry Pi 5: Challenges and Solutions in Bringing up an OpenGL/Vulkan Driv...
Raspberry Pi 5: Challenges and Solutions in Bringing up an OpenGL/Vulkan Driv...Raspberry Pi 5: Challenges and Solutions in Bringing up an OpenGL/Vulkan Driv...
Raspberry Pi 5: Challenges and Solutions in Bringing up an OpenGL/Vulkan Driv...
 

3 signs your business needs salesforce cpq

  • 1. Signs yours Business Needs Salesforce 3 cloud.analogy info@cloudanalogy.com +1(415)830-3899 CPQ
  • 2. Sign#1 - Disorganized systems to generate quotes Without an efficient CPQ solution in place, sales representatives may be creating an opportunity in Salesforce or a different CRM and then would have to generate a completely new quote in an external spreadsheet to the customer relationship management. cloud.analogy info@cloudanalogy.com +1(415)830-3899
  • 3. Sign#2 - Difficult and fragmented quote and order reporting Salesforce CPQ reporting helps businesses stay close to the highest standards of transparency when it comes to the count of quotes that get converted into orders. It is also useful to measure how many cross-sells and upsells happened within a specific period. cloud.analogy info@cloudanalogy.com +1(415)830-3899
  • 4. Sign#3-System Admins struggles hard tomaintainand scale the quoting system cloud.analogy info@cloudanalogy.com +1(415)830-3899 An organization, in order to maintain an efficient and smooth-functioning quoting system, must be able to add, edit, or delete products to or from the product catalog seamlessly. It is a well-known fact that pricing structures fluctuate every now and then and this statement holds equally good for the professional services industry.
  • 5. If you want to make big inroads into the world of profitability, Salesforce CPQ is what will guide you to the road that is less traveled by and that will make all the difference. cloud.analogy info@cloudanalogy.com +1(415)830-3899