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

  • 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 [...]

  • From Lead to Cash: Understanding the Full Salesforce Lifecycle as an End User

    When you’re working in Salesforce every day, it’s easy to focus on your part of the process—whether that’s following up on Leads, sending out Quotes, [...]

  • Dynamic Forms and Visibility Rules: Personalizing Page Layouts Without Admin Access

    Ever wished your Salesforce pages only showed you the fields that actually matter for your work? Or wondered why you have to scroll past a [...]