Sign in

Salesforce CPQ and Billing

lee carl
Salesforce CPQ and Billing

Want to be the first to put proposals before a customer, and with the confidence of knowing that your proposal will be thorough and compliant with your price list, catalog, and other business values? Produce accurate and highly configured quotes with Salesforce CPQ!


For years, the Quote-to-Cash space has been anchored in manual processes, but manual is often messy, highly prone to error, and time-consuming. After all, quoting and configuration are complex processes and cannot be handled appropriately by CRM software alone. Businesses that rely on manual quoting and configuration often suffer the acute pangs of slow sales cycle, low win rates, and unnecessary hindrances to sales.

Why CPQ Is Just What You Need


CPQ is just right for you, especially if you can answer “yes” to the following questions:


  • Do you suffer from unreasonable deal cycle time due to slow quoting and approval time?
  • Are you frequently found agonizing over manual errors, obsolete products, and pricing information?
  • Is your sales process suffering from a lack of visibility?
  • Are you struggling to take advantage of cross-selling and up-selling opportunities?

The above are some common problems on which CPQ thrives. 



How Salesforce CPQ and Billing Can Transform Your Sales 


  • A single platform to manage all your customers, orders, products, open invoices, and on-account payments
  • One-stop-platform to sell your products as well as bill your customers 
  • Automates pricing, generates accurate and instant quotes, and configures discounts
  • Streamlines the billing process and complex transactions Makes state-of-the-art customization available on Quote-to-Order, Order-to-Invoice, and Invoice-to-Payment processes
  • Enables you to make smarter financial decisions by developing a 360-degree view of customers to render a new level of visibility into the process of lead-to-payment



Let Us Help You

Docmation brings you highly certified and experienced Salesforce CPQ experts who can configure and optimize your sales and billing cycles to deliver quotes that are highly accurate and thoroughly customized on every sales transaction. 


Our decade’s worth of experience in CRM implementation enables us to create services and solutions that are centered on individual client needs for streamlining their digital transformations.


Source:Salesforce CPQ & Billing

lee carl
Zupyak is the world’s largest content marketing community, with over 400 000 members and 3 million articles. Explore and get your content discovered.
Read more