Every business aims to increase sales and has a specific sales target. Each organization holds numerous meetings and discussions to decide these sales targets.

1. Optimize Sales
Conversion with
Salesforce CPQ &
Einstein Analytics
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Why CPQ?
CPQ solutions speed up sales activities like quoting, pricing, and sales
analyzing.They increase CRM adoption, boosting sales productivity,
offering personalization, and reducing error rates.
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CPQ provides a complete package for a complex working
environment.
It provides effective time management implementation in the
sales cycle.
It highlights key business priorities in order to assist organizations
in redesigning their business strategies.
It helps business owners step toward business expansion.
Scrutinizing in-depth global market and outlook coupled with the
driving factors of the market.
Enhancing the decision-making process.

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WHAT TO LOOK FOR IN A CPQ
Easy visual interface
A cloud-based and mobile-friendly CPQ solution
Automated Quoting and Pricing Management
Guided selling
Integration with ERP/CRM systems
Advanced Rules Engine
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4. a) Approval Process
Control
It includes approval rules that will determine which approver
receives an approval request, and an email template used to
send the requests.
The Salesforce CPQ has far better control over the
approval process.
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b) Sales Automation
Salesforce CPQ provides automated sales tools to process
important parts of the sales cycle. It helps in selling product
combinations, controls discounting, and automates approval.
Salesforce CPQ makes the sales process faster, easier, and
more organized.
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DOCMATION | 2020
D) SALES
ANALYTICS
c) ERP
integration
Salesforce CPQ allows you to transfer
information from your ERP system to
Salesforce and configure two-way
integration.
alesforce CPQ utilizes its sales analytics
features by enabling you to configure
products, price orders, and generate
quotes while reducing errors and
increasing salesperson productivity

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DOCMATION | 2020
It is observed that an average salesperson spends 35.2% of their
time on actual selling, and the rest of their time on non-selling
activities like comparison, generating quotes, proposals, and gaining
approval.
Salesforce CPQ allows you to manage these factors more efficiently.
Salesforce CPQ is integrated with Salesforce CRM, so it helps any
sales team to be ready with all sales-related information on their
mobile devices.
1) Effective Time Management

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DOCMATION | 2020
In the manual method, the salesperson does research manually and
writes each quote. This process is time-consuming.
Big deals can be affected when the sales team cannot match the
buyer’s needs. Salesforce CPQ covers the maximum possible
scenarios that can be encountered in the sales cycle.
This gives the ability to propose the most accurate and efficient
quotes, making your organization more trustworthy.
2) Accuracy in quotes
leads to a rise in sales

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DOCMATION | 2020
The sales process must be quicker and must take all irregular
circumstances into account. That makes the process all-inclusive.
3) Process speed booster
Salesforce CPQ can be easily integrated with existing CRM software.
This combination has proved to increase revenue and efficiency.
4) CPQ + CRM =
Increased profitability

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THERE ARE FOUR MAJOR
COMPONENTS OF SALESFORCE
EINSTEIN ANALYTICS
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1) App
The Salesforce Einstein Analytics app allows you to share the
app by the user name, role, and group, each with a different
level of access: manager, editor, or viewer. In the Salesforce
Einstein Analytics app, each user manages his/her app called
‘My Private App’. This allows you to store reports.

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DOCMATION | 2020
2) Dashboard
The Salesforce Einstein Analytics dashboard is a key
component that is made up of multiple widgets. One can refer
to a date filter or list filter as a widget in Salesforce Einstein
Analytics.Einstein Dashboard allows users to explore and
analyze the widgets. One of the highlighted features of the
Salesforce Einstein Analytics dashboard is faceting.

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3) LENS
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It is similar to a Salesforce report that sits behind a dashboard. But
the only difference is that the Salesforce Einstein Analytics
dashboard does not use the lens as a data source. The Dashboard
widget can be explored as a lens by its users; it can be stored in the
app for future use. It also enables you to store into My Private App.
Dataflow can be depicted as a chain of connected nodes that builds
Datasets for data transformation.
Salesforce Einstein Analytics users can manage dashboard requirements
and craft the data flow to orchestrate data transformation; the result of
dataflow creates Datasets for the dashboard.
4) DATAFLOW

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