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

  • Small Businesses are Evolving, and Salesforce can Lead the Way.

    The way we do business has changed dramatically in recent years, and small businesses are leading the change. According to a research conducted by Salesforce, [...]

  • CPQ Data Migration with ease using Gearset

    Salesforce CPQ configurations are mostly data and migrating those records from one salesforce org to another is an awful job. More so when your CPQ [...]