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

  • Top 5 Salesforce Features You Might Not Be Using (But Should Be)

    Unlocking hidden capabilities to help your business work smarter Salesforce is the world’s leading CRM—and for good reason. But with its ever-growing ecosystem of tools, [...]

  • The Lifecycle of a Subscription: From Quote to Renewal in Salesforce

    If you work with subscriptions in Salesforce, you know that landing the initial deal is just the beginning. Subscriptions aren’t a “set it and forget [...]

  • INTRODUCING MULESOFT FOR FLOW – Unlock Data with Low-Code Integration

    This feature is coming in Spring 2025. Simplify Integration for Business Users MuleSoft for Flow: Integration makes it effortless to connect with third-party systems, enabling [...]