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

  • Orders vs. Contracts: Why It Matters and How to Manage Both in Revenue Cloud

    If you’ve ever found yourself wondering, “Wait… what’s the difference between an Order and a Contract in Salesforce?”—you’re not alone. In Revenue Cloud, these two [...]

  • Keeping Your Salesforce Data Clean: Validation Rules, Duplicate Management, and What You Can Control

    Let’s be honest—bad data in Salesforce is the worst. We’ve all been there. You search for a Contact and realize there are three versions of [...]

  • Introducing DKLOUD Interns| We Talk Force Podcast

    https://vimeo.com/1066487036 In this episode of the WeTalk Force Podcast, DKLOUD interns share their journey, challenges, and key takeaways as they step into the world [...]