The deal looks simple on the whiteboard. After all, it only has four line items. Then the rep opens the quote tool and discovers the system only understands one of them. Deals that look like this are becoming the default. The problem is that few CPQ solutions are...
Businesses can automate document approvals and routing by using document workflow automation software to replace manual emails, spreadsheets, and follow-up reminders with rule-based workflows. Automated workflows can determine who needs to review a document, route it...
What to Expect When Rolling Out Configure, Price, Quote SoftwareA CPQ implementation is the process of translating your product knowledge, pricing strategy and approval policies into a system that can configure, price and quote products or services accurately.It also...
If you run Salesforce CPQ today, you face a timing question, not an emergency. Your options are to stay put, reimplement on Revenue Cloud Advanced, or keep Salesforce CRM and replace only the quoting layer. Salesforce stopped selling Salesforce CPQ to new customers in...
If you run Salesforce CPQ today, you are weighing your options after the March 2025 end of sale, and data architecture belongs near the top of your evaluation list. CPQ data sync problems rarely show up in a demo, but they surface quickly in production as mismatched...
If you run Salesforce CPQ today, you are probably weighing what comes next now that Salesforce has stopped selling it to new customers. One of the quietest but most consequential parts of that decision is where your quoting data lives and how it moves. This article...
