Common Salesforce CPQ Implementation Challenges

Dec 17, 20210 likes286 views

Salesforce CPQ Implementation software clears out typical roadblocks of sales teams, transforming your quote-to-cash cycle into an automated flow. Here are some common Salesforce CPQ challenges that you can face.

Common
Salesforce CPQ
Implementation
Challenges
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❖ Errors Occurring As A Result Of CPQ Remaining Disintegrated
❖ Sales Teams' Most Common Unavoidable Human Errors
❖ Errors Occur While Adding New Functionalities
❖ Errors Occur While Updating Massive Data
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4 Salesforce CPQ Implementation Roadblocks

cloud.analogy info@cloudanalogy.com +1(415)830-3899
Errors Occurring As A Result Of CPQ Remaining Disintegrated
Those who do not separate the CPQ from other
critical tools risk dealing with incorrect and
outdated data.
When implementing CPQ, it is critical to
understand how data systems communicate with
one another. In this case, the CPQ system should
be linked to the CRMs.

cloud.analogy info@cloudanalogy.com +1(415)830-3899
Sales Teams' Most Common Unavoidable Human Errors
Sales professionals frequently overlook critical
points such as delivery costs or additional local
charges, which are obvious to appear.
The best way to avoid such problems is to
conﬁgure the CPQ so that a user is notiﬁed
whenever a critical error is missed or misinformed.

cloud.analogy info@cloudanalogy.com +1(415)830-3899
Errors Occur While Adding New Functionalities
It is obvious that introducing major variations or
adding new functionalities on a regular basis with
the CPQ process is problematic. It has an impact on
the entire day-to-day process and takes up
unnecessary time.
The best way to address such issues is to introduce
fresh features and functionalities with updated CPQ
software in a timely fashion.

cloud.analogy info@cloudanalogy.com +1(415)830-3899
Errors Occur While Updating Massive Data
Due to the massive amount of data that
businesses face, such errors are unavoidable no
matter how automated the CPQ process is.
The best way to avoid such issues is to be clear
about data maintenance while running CPQ.

Thank You
cloud.analogy info@cloudanalogy.com +1(415)830-3899

As companies and their product/service lists grow, it becomes increasingly difficult to manage product pricing, identify great upsell opportunities, and keep track of deals being offered by your competition. On top of this, sales reps aren’t given up-to-date pricing information on their products, leading to slower quote times and lost opportunities. Configuring a quote can be a time consuming task, especially when critical data is not easily accessible in real time.

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The document provides information about Configure, Price, Quote (CPQ) software and how it can be used to generate quotes. It discusses how CPQ allows sales teams to standardize processes and focus on selling rather than administrative tasks. The document then outlines several topics that will be covered in a Salesforce CPQ lecture, including products and bundles, configuration, pricing rules, quote templates, and the quote creation process.

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Since Salesforce CPQ (Part of Revenue Cloud) entered the market, it has been a real game-changer for businesses. However, it comes with some challenges, especially if you assume that maintaining Salesforce CPQ is like core Salesforce products. Failing to recognize the level of expertise needed to manage Salesforce CPQ can lead to a landslide of bugs and errors and costly consequences to the business. But no need to worry. We have the right technology to help you get it right! Join our upcoming webinar with Salesforce MVP Ben McCarthy, Salesforce CPQ master, Alyssa Lefebvre and Oz Lavee, Panaya ForeSight CTO: During the webinar, you will learn how to Simplify the Complexity of Salesforce CPQ by: · Successfully managing CPQ deployments · Dealing with ongoing CPQ implementations, Org dependencies review, and updates · Easily finding the root cause of a bug or a failure · Managing CPQ tests the smart way

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The document provides best practices for implementing Salesforce CPQ (Configure-Price-Quote) software. It states that CPQ can enable 36% faster quote generation and 27% fewer invoicing errors. However, implementing Salesforce CPQ requires experience with the platform. The document outlines guidelines for a successful CPQ implementation, including establishing objectives, optimizing the quote-to-cash process, prioritizing CPQ features, integrating systems and data, managing change, and configuring the CPQ package and page layouts. Following these best practices can help organizations implement Salesforce CPQ correctly to enhance business opportunities.

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Salesforce CPQ Case Study: Business Requirements Migrate all quote templates from existing tools to Salesforce CPQ as the main tool for the booking and Sales process Support project lifecycle activities, including Requirement Gathering, Design, Development, Testing and Deployment Configure Products based on business needs An adaptable configuration of validation and pricing rules to prevent booking errors Upgrade User Experience with guided flow Enable core CPQ functions on mobile platforms Business Challenges OOTB functionality did not meet certain business requirements Business changed requirements frequently causing rework Business testing was not completed as quickly as items were being developed Not able to properly format quotes Formatting of quote generation Products being selected together incorrectly Long list of products without any groupings - poor user experience Approvals were not tracked, Lack of mobile approvals Solution – Salesforce CPQ (Steelbrick) Customizable quote templates Validations to prevent users from selecting products that shouldn’t be selected together Prompts to guide the user to review products before continuing with product selection Enabled approvals with mobile capabilities Connect with us: [email protected] 1 877-523-3448 Website: http://www.jadeglobal.com LinkedIn: http://www.linkedin.com/company/jade-... Facebook: https://www.facebook.com/jadeglobal/ Twitter: https://twitter.com/JadeGlobal

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Common Salesforce CPQ Implementation Challenges

1. Common Salesforce CPQ Implementation Challenges cloud.analogy [email protected] +1(415)830-3899

2. ❖ Errors Occurring As A Result Of CPQ Remaining Disintegrated ❖ Sales Teams' Most Common Unavoidable Human Errors ❖ Errors Occur While Adding New Functionalities ❖ Errors Occur While Updating Massive Data cloud.analogy [email protected] +1(415)830-3899 4 Salesforce CPQ Implementation Roadblocks

3. cloud.analogy [email protected] +1(415)830-3899 Errors Occurring As A Result Of CPQ Remaining Disintegrated Those who do not separate the CPQ from other critical tools risk dealing with incorrect and outdated data. When implementing CPQ, it is critical to understand how data systems communicate with one another. In this case, the CPQ system should be linked to the CRMs.

4. cloud.analogy [email protected] +1(415)830-3899 Sales Teams' Most Common Unavoidable Human Errors Sales professionals frequently overlook critical points such as delivery costs or additional local charges, which are obvious to appear. The best way to avoid such problems is to conﬁgure the CPQ so that a user is notiﬁed whenever a critical error is missed or misinformed.

5. cloud.analogy [email protected] +1(415)830-3899 Errors Occur While Adding New Functionalities It is obvious that introducing major variations or adding new functionalities on a regular basis with the CPQ process is problematic. It has an impact on the entire day-to-day process and takes up unnecessary time. The best way to address such issues is to introduce fresh features and functionalities with updated CPQ software in a timely fashion.

6. cloud.analogy [email protected] +1(415)830-3899 Errors Occur While Updating Massive Data Due to the massive amount of data that businesses face, such errors are unavoidable no matter how automated the CPQ process is. The best way to avoid such issues is to be clear about data maintenance while running CPQ.

7. Thank You cloud.analogy [email protected] +1(415)830-3899

Common Salesforce CPQ Implementation Challenges

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