October 10, 2022

Understanding the Salesforce CPQ Process Flow

The Salesforce CPQ sales process can be broadly classified into 3:

  1. New Sale – The sales rep is selling to a customer for the first time or the sales rep is doing a resale of a product which needs to be on a separate contract.
  2. Contract Renewal – The customer’s existing contract has come to an end and they are renewing. The customer may want to add new products or remove products during this transaction.
  3. Contract Amendment – The customer wants to amend their existing contract mid-term. The customer may want to add new products or increase quantity, they may also want to co-term the additional products.

All three processes are supported in Salesforce CPQ, automatic prices proration and uplifts are also calculated and applied by the CPQ package in a seamless manner.
The contract renewal and contract amendment processes, to a large extent, follow a similar process as the new sale process shown in the image below.

Share

  • Transforming Business with AI and Human Synergy

    What Is the Salesforce Agentforce Specialist Certification? The Agentforce Specialist Certification validates expertise in deploying and managing AI agents within the Salesforce ecosystem, helping organizations [...]

  • The Unsung Heroes of CRM Success: Salesforce Admins and How DKLOUD Empowers Them

    Behind every high-performing Salesforce organization is a skilled Salesforce Administrator, the backbone of daily CRM operations. They ensure that data flows seamlessly, users stay productive, [...]

  • Streamlining Sales Workflows with Salesforce: A Growth Path for SMEs

    For small and medium-sized enterprises (SMEs), sales growth isn’t just about finding new customers—it’s about making the most of every lead, opportunity, and deal. Yet [...]