Chapter 12: CPQ Implementation Best Practices

So far, you have seen how Salesforce CPQ helps businesses close complex deals with speed and accuracy while improving customer satisfaction. It also helps you automate the sales process and avoid manual steps that may be error-prone. We have learned that CPQ helps in configuring customer-specific products, pricing them correctly, and selling the right products to the right customers. We have also discussed how using Salesforce Billing adds additional advantages by providing out-of-the-box billing for subscription, usage-based, and non-subscription products. This also helps create and automate invoices in one platform, avoiding additional integration costs.

The CPQ package provides you with all the customizations and controls that you need to automate your business processes. CPQ and its related customizations can be built on top of the Salesforce platform, and this gives you all the Salesforce automation, including standard configurations...