Salesforce CPQ and Billing automate quoting, discounting, and invoicing in one system. CPQ suggests compatible products and applies rule-based discounts automatically. Billing generates accurate invoices and syncs contract changes in real time from quote to payment.
Sales and Finance. They're happy because a few months ago they got Salesforce, CPQ and Billing. Now, when a customer needs a quote.
Can I get a quote? Sure.
The sales rep answers a few questions about the customer and CPQ suggests products that meet their needs. The rep selects products that are compatible based on predefined rules with discounts that automatically trigger the correct level of approvals to close the deal fast.
This quote came in fast. I thought it would take a week. Remember last year? Who has the latest pricing catalog?
I just sent you the pricing catalog.
Is it up to date?
No. With CPQ and Billing, Sales Ops and Finance have the data to run their business smarter and make strategic decisions. When it's time to invoice, Finance automatically gets the info they need across all types of products thanks to Salesforce Billing.
This invoice was accurate the first time. Remember last year? The Invoice is off by 3 cents. We're gonna have to start over.
Who's got the order? I think it's on Joe's laptop. Where's Joe?
He left the company.
As time passes, the customer grows and so does the contract.
Our needs have changed. Can we update contract this week? How about today?
The rep updates the quote with add ons, amendments and swaps. And the contract updates automatically in real time. And since CPQ and billing provides a single source of truth, from quote to payment, recurring customers become customers for life.
Thanks for coming over. Remember last year? Yeah. Let's not dwell on the past.
Visit trailhead to get started and see how you can build seamless, recurring relationships with your customers. With Salesforce, CPQ and Billing. Blaze your trail with Salesforce.
