Chapter 1: Getting Started with Salesforce CPQ Implementation
In this chapter, we will learn what Salesforce CPQ is, as well as begin to identify situations and business needs that can be aided by Salesforce CPQ. Typically, sales personnel spend a lot of time creating quotes, calculating prices, seeking approvals, and working through multiple legacy systems. These legacy tools may not be up to date and so are inaccurate, leading to delays in closing deals as well as impacting customer satisfaction. Salesforce CPQ helps to automate and streamline sales processes and create quotes quickly and efficiently, resulting in increased business revenue, the ability to forecast efficiently, and increased customer satisfaction.
In this chapter, we will cover the following topics:
- The relationship between the sales process and cloud computing
- Understanding the quote-to-cash process
- Introducing Salesforce CPQ
- Salesforce CPQ advantages
- Salesforce CPQ versus Industries CPQ
- Installing Salesforce CPQ
By the end of this chapter, you will be able to install Salesforce CPQ either in a Salesforce test environment or in a production environment. You will also understand when your business needs Salesforce CPQ. With the examples provided in the upcoming chapters in this book, you will learn how to configure, test, and automate Salesforce CPQ.
