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Key benefits

Maximize sales by reducing turnaround time and providing a quick analysis of profits and losses

Get up to speed with Salesforce CPQ concepts, best practices, and tips when choosing the right CPQ implementation strategy

Implement CPQ configurations and automations for B2B and B2C business scenarios

Description

Salesforce CPQ is innovative software that enables you create better quotes, improve quoting accuracy, and maximize sales and deals. It also provides a quick analysis of profits and losses, helping you improve the overall execution of sales processes, and allows a great deal of flexibility for your prospects, customers, and business partners. The book starts with the Quote-2-Cash business process in Salesforce and shows you how to assess when a business needs to implement CPQ. You’ll then progress to configuring opportunities, quotes, and CPQ products. As you advance, you’ll understand how to define and configure price books, price rules for CPQ quote automation, multidimensional quoting, and more. Next, you'll look at how to configure CPQ guided selling and create package configurations, contracts, and amendments. Later chapters will demonstrate how to perform data migration from a legacy system and the order in which the objects are to be migrated. You’ll also explore CPQ billing and its advantages with the help of different use cases before learning about Industries CPQ and how it is different from standard Salesforce CPQ. Finally, you’ll discover best practices for achieving optimal CPQ performance and avoiding performance bottlenecks. By the end of this Salesforce book, you’ll be able to implement Salesforce CPQ for any business.

What you will learn

Understand Quote-2-Cash business processes and configure opportunities and quotes

Create custom CPQ actions and use custom filters for automating business needs

Discover how to configure products and product rules

Understand the CPQ pricing structure and methods, rules, multidimensional quoting, and quote automation

Explore the CPQ data model and use the Salesforce Schema Builder to view and configure object relationships

Configure contracts, amendments, and renewals in Salesforce

Focus on CPQ billing and its advantages

Gain comprehensive insights into Industries CPQ

What do you get with Print?

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Amazon verified reviews

Matt M May 13, 2022

This book is a well written implementation guide and a must have for both newbies and CPQ veterans. The author starts off explaining how to get started in a new CPQ implementation and moves through the details of setting up Opportunities and Quotes, and Products. Next is where CPQ really starts to show it's power - and it's complexity! The author does a fantastic job explaining pricing and discounting, explaining the price waterfall, and configuring a robust quoting engine while avoiding common mistakes. From there, the reader is guided to setup contract amendments and renewals and gets a in-depth look at the robust CPQ data model and the various settings of the CPQ package. I personally refer to this book frequently and have recommended it to my customers as their go-to guide for maintaining and changing their CPQ configuration. CPQ is a powerful tool and that inherently comes with a lot of complexity; the CPQ Implementation Handbook by Madhu Ramanujan will significantly reduce your implementation time, save you many hours of headaches, and be a trusted resource you refer to time and time again.

Amazon Verified review

Ramana Metlapalli Apr 16, 2022

This book is a very good reference for the Salesforce CRM practitioner. The book begins with a high-level orientation to Salesforce CPQ and follows it up with in-depth chapters on each of the main aspects – configuration of products, pricing, quotes, guided selling, contracts and amendments, billing.I found the screenshots and figures weaved into each major discussion very useful. It shows diligence and care on the part of the author to ensure the reader isn't lost anytime.The chapter on Industries CPQ should be useful and new material to even the seasoned Salesforce CPQ practitioner. (Salesforce renamed Vlocity as Salesforce Industries).Industries CPQ, formerly Vlocity CPQ, is a module within a specific industry cloud), extends the native Salesforce capability to the industry-specific Quote-To-Cash (Q2C) process.So also the chapter on Data Model and Migration concepts. The section on the CPQ implementation strategy in this chapter is a candidate for expanding into a chapter in itself. A case study, even if fictional of an organization making a purchase decision, going through the considerations of whether CPQ is needed in the first place, implementing it and ensuring adoption would be a terrific addition for future editions.Another section that I suggest expanding the good discussion out into a full-fledged chapter in upcoming editions is “The best practices for improving CPQ performance”.

Jane May 12, 2022

I typically use the Sales Cloud and Nonprofit Cloud in my day-to-day work and am less familiar with CPQ, but I found this book to be a very helpful resource to get started. It provides a great overview of key CPQ features and in-detail configuration instructions for each of the elements - products, prices, and quotes. I also appreciated a chapter on best practices for successful implementation and improving performance. There is some discussion around quote to cash process, I think it would be interesting to briefly touch on the cart to quote scenario as well and how CPQ works with the Commerce Cloud. Overall, this book is a solid resource and I would recommend it to other Salesforce practitioners.

Stuart Edeal May 01, 2022

Salesforce Sales Cloud’s primary goal is to be a sales enablement tool, creating and tracking Opportunities that may have products and services associated with them in order to report and calculate customer’s lifetime value and your company’s revenue.CPQ (Configure, Price, Quote) is an additional package to Salesforce that allows for further clarification to your Opportunities to build additional revenue. Through the process of configuration of products in bundles, product selection features, and filtering the right products can be put together. Pricing can be set based on product packaging, calculations can be automated and discounts can be applied. Quotes are created to present options to customers with ability to sign and agree.All of these capabilities are amazing and require an amazing developer on the back-end to build all of these features based on the organizations desires. This is where Madhu Ramanujan and the wisdom in the book Salesforce CPQ Implementation Handbook come so handy. Madhu walks us through the entire process of Salesforce CPQ and step by step functionality and the meaning behind the behavior of the product.I appreciated all the details around explaining terminology such as Twin Fields and walking through the data model. There are good reference pictures scattered in the book that help understand the methods in the chapters so it is easy to follow.I am very glad I have this book and will be reading it further as I study CPQ further. I am planning on continuing my study in CPQ and will use this information as a guide.

Harsha Vardhan R Munagala Jul 25, 2022

The “Salesforce CPQ Implementation Handbook” is a great read for everyone who is part of the Salesforce industry, be it a developer, Admin, Platform Builders, product manager, or technical program manager. This is a very well written book that can help new and experienced to build better solutions and succeed in CPQ Implementation.The beauty of this book is that it covers a wide variety of topics all in one place as it starts on a high-level implementation schema and object model followed by in depth concepts around Products, Bundles, Quotes, Orders, Advanced Approvals, Rules, Billing, Invoicing and guided selling. I would highly recommend reading this book if you were starting out or advancing CPQ Implementation for any organization.

The Salesforce CPQ Implementation Handbook: Configure Salesforce CPQ products to close more deals and generate higher revenue for your business

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