Solutions overview
Salesforce CPQ
Salesforce CPQ (Configure, Price, Quote) is a powerful sales automation tool that streamlines the sales process by automating the creation of quotes and contracts.
It enables sales representatives to quickly and accurately create quotes and proposals for their customers, offering features such as product package creation, pricing rules and discount management, ensuring efficiency and accuracy.
Salesforce Industries CPQ (formerly VLOCITY)
Salesforce Industries CPQ goes even further, adapting to specific sectors such as healthcare, manufacturing, financial services and non-profit organizations.
It offers predefined quotation templates, industry-specific pricing rules and validations, as well as specialized features such as healthcare-related product catalogs and compliance with regulations such as HIPAA.
Benefits of Salesforce Industries CPQ
One of the main advantages of Salesforce Industries CPQ is its integration with other Salesforce Industry Clouds.
For example, it connects seamlessly with Salesforce Health Cloud in the healthcare sector and Salesforce Manufacturing Cloud in the manufacturing industry, enabling a unified approach to managing customer, product and production data.
Built on the Salesforce Lightning platform, Salesforce Industries CPQ delivers a superior user experience with enhanced performance, responsive design and real-time access to data.
What’s more, it supports industry-specific compliance requirements, such as SEC and FINRA regulations in financial services, or HIPAA compliance in healthcare, ensuring that your business meets the necessary regulations.
Conclusion
Ready to optimize your sales process with Salesforce CPQ or Salesforce Industries CPQ?
Contact us today to find out how our implementation and/or training services can maximize your investment and streamline your operations.
Find out more about Salesforce Industries CPQ
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Read our page “Requirements Audit & Scoping”
