What is Salesforce Steelbrick CPQ?
minutes read
On the off chance that your business is as yet utilizing word processing software and spreadsheets to create quotes and manage pricing, you’re not the only one. While numerous huge organizations utilize Configure Price Quote (CPQ) applications to rearrange and streamline the procedure, smaller organizations regularly are uninformed that CPQ is a tool that is available to them too.
SteelBrick CPQ enables sales reps to carry out their activity all the more productively and precisely. By consequently creating the correct blend of items and administrations for every client and giving a precise statement, CPQ enables your business reps to focus on client relationship building and reaching their next lead.
How can it help your business?
Accelerate the process
CPQ can enable organizations to become quicker basically on the grounds that time invested citing is energy not spent offering. Sales teams commonly need to meet with different individuals from the group to answer inquiries or gain endorsements, and reactions regularly take a day or more. What’s more, once created, statements can likewise be liable to a horde of updates from different individuals from the group.
Easily access key metrics and reports
SteelBrick CPQ is likewise local on the Salesforce platform. You can use standard Salesforce dashboards, work processes and reports. This implies there is expanded perceivability into circumstances and computerized endorsements. This is particularly essential when CPQ is used as a risk mitigation tool. CPQ guarantees that arrangements are not lost because of moderate or blunder perplexed statements, passed up on up-offer chances, or outdated pricing when coordinated with your current Salesforce information. Like other Salesforce applications, SteelBrick CPQ makes it simple to create the correct insight and reporting rapidly.
Customize products, services, and pricing to each individual customer.
Utilizing your current sales and client information, SteelBrick CPQ additionally enables B2B merchants to offer the blend of items and services that every individual client needs. Estimating can likewise be modified with advanced pricing rules that can be set towards volume rebates, percent-of-total discounts, pre-arranged contract pricing and channel and accomplice pricing.
Affordable and well-received by sales team
Another preferred standpoint to SteelBrick for private ventures is that it is a moderate solution that business people quite often make a plunge directly into. The quotes produced are proficient, marked and can incorporate everything from introductory letters to advertising materials, establishing an expert connection on customers.
Puts a stop to steep discounting
SteelBrick CPQ additionally guarantees that there are no rebates lower than what your organization grants. Steady, precise estimating is ensured. Any rebate must hold fast to the majority of the reducing rules, or it isn’t permitted to be prepared through the framework. Rebate limits can be joined with endorsement procedures and approvers are cautioned and can settle on endorsement choices from their cell phones.
Features
- Quote Line Editor
- Product Rule
- Bundle Product
- Guided Selling
- Quote Template
- Multidimensional Quote
- Contract, Renewals & Amendments
Advantages
- Reduce errors in opportunities, quotes & contracts.
- Quickly create accurate quotes & proposals.
- Improve productivity and close more deals.
- Increase deal sizes with cross-sell and up-sell guidance.
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Update: Steelbrick is now officially known as Salesforce CPQ since the Salesforce-Steelbrick acquisition at the end of 2015