In today’s competitive business landscape, increasing customer satisfaction and implementing effective marketing strategies are essential for the success of any company. Salesforce, a renowned customer relationship management (CRM) platform, offers numerous benefits that can help your organization grow in various ways. One of the key components of Salesforce is Salesforce CPQ (Configure, Price, Quote), an extension of the CRM platform designed to enhance and streamline the sales process. In this comprehensive guide, we will explore the features and use cases of Salesforce CPQ to empower your sales professionals and drive business success.
Salesforce CPQ: An Overview
Salesforce CPQ is a powerful tool that enables companies to provide accurate pricing for their products or services. With CPQ applications, sales reps can consider customizations, optional features, discounts, and quantities to generate precise quotes quickly. This cloud-based solution ensures that your sales team can access the software from any device, making it easy to use and enhancing productivity.
Use Case 1: Simplifying and Accelerating the Sales Process
Salesforce organizations strive for efficiency and profitability. By adopting basic manufacturing principles and eliminating waste in production, businesses can optimize their operations. Salesforce CPQ plays a vital role in this by simplifying important processes like submitting proposals. Integrated with CRM, CPQ ensures that sales teams have access to real-time information on their mobile devices, enabling them to respond swiftly to customer inquiries and deliver a seamless sales experience.
Use Case 2: Enhanced Functionality for Complex Quoting Needs
While Salesforce offers standard quoting capabilities, Salesforce CPQ takes it a step further by providing additional functionalities. These include advanced bundling options, product rules, and complex discounting mechanisms. If your business relies on Salesforce as a comprehensive business platform, leveraging Salesforce CPQ can help you connect and streamline your quoting processes more effectively, catering to your unique business requirements.
Guidelines for Implementing Quote Calculator Plugin
There are seven “Quote Calculator Plugin Methods.”, here is the list:
Quote Calculator Plugin Methods
oninit: Calls before formula fields are evaluated.
onBeforeCalculate: Calls before calculation begins, but after evaluating formula fields.
onBeforePriceRules: Calls before calculator evaluates price rules.
onAfterPriceRules: calls after the calculator evaluates price rules.
onAfterCalculate: calls after it completes a calculation but before the formula fields re-evaluation.
isFieldVisible: calls after the calculator completes the calculation.
isFieldEditable: calls after the calculator completes the calculation.