Salesforce

CPQ for Salesforce

Allow your sales team to quickly and accurately configure and price sophisticated quotes and proposals, and close more deals faster.

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A screenshot of the Experlogix Configure, Price, Quote product, showing it's integration with Salesforce.

Are your product or service quotes complex?

Do you need a CPQ solution that easily handles millions of potential permutations, quickly and accurately configuring, optimizing and pricing sophisticated customer proposals from your Salesforce environment? Heavy equipment and high-tech manufacturers, professional field service organizations and retailers that require an intuitive, user-friendly configuration interface backed by a powerful engine turn to Experlogix to solve their unique CPQ challenges.

Seamlessly integrated with Opportunities and Quotes, Experlogix CPQ for Salesforce enables sales representatives to accelerate quote and proposal processes and eliminate errors, guided through the most complex pricing and quoting parameters, speeding up sales cycles, improving accuracy and increasing revenue.

A powerful solution

For Business Users

Experlogix strives to provide the best CPQ experience for Salesforce users by delivering comprehensive yet simple-to-use capabilities, with the highest caliber of integration to their CRM platform. This results in a natural transition from Salesforce to CPQ for your business users, which shortens learning curves and increases user adoption for significant ROI.

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Advanced manufacturing capabilities

Our unique modeling workbench lets you define component relationships that drive unique combinations of parts, materials, routings, etc. Manufacturers using Salesforce combined with an ERP system can leverage automated capabilities to pass BOM and routings from Salesforce to ERP.
Logic-based pricing and discounting

Experlogix handles the most complex pricing and discounting configurations with ease, allowing non-technical users to create and maintain sophisticated rules and formulas without programming expertise, so your sales team delivers accurate prices at the highest possible margins each time.
Guided selling

As sales representatives configure a quote or order, Experlogix CPQ for Salesforce verifies in real-time the accuracy of each selection and instantly provides intelligent feedback via easy-to-understand pop-up messages and color-coded highlights.
Dynamic product visualizations

With Image Compositing in Experlogix CPQ, you can apply different colors and textures, and create complex compositions with layers and effects. Changes are dynamically displayed as you make them, improving experience for both resellers and customers.
Efficient approval workflows

Your sales team can collaborate and eliminate bottlenecks with sales management and engineering by leveraging intelligent workflow approval requests. The Experlogix CPQ solution can trigger Salesforce workflows for discount approvals, engineering change requests and more.
Customer and Partner Communities Portal

You can expand sales to the web by providing the power of Experlogix CPQ within Salesforce’s Communities Cloud Portal, and enable your customers, prospects and dealers to configure complex custom product and service requests themselves.