CPQ isn’t just a sales solution, nor "a back office solution," but a means for the entire company to streamline cumbersome sales processes into lean, productive systems. B cyclical sales but less volatile earnings per share. Capture Solar Bundle Details with Attributes. 50% of employees were surprised by their ratings. When customers buy a subscription product, they can add to, upgrade, or cancel the subscription over time. Confidently configure, price, and quote. Job Description. Coastal Cloud is an award-winning Salesforce Platinum Partner with expert consulting in all clouds: Marketing, Sales, CPQ, Billing, Commerce, Service, Community, Customer Success, ERP, Finance & Accounting, Health Cloud, Government Cloud, Nonprofit Success Pack, Data and Integration Services. Looking for CPQ and Product Configurator to add your existing Solution? Easily integrate our Leading Window and Door Software and. In the past, everything must be done manually, which is a. Involved in analysis of various products, price management, contracts and Renewals with implementation experience. However, you can use a simple system like the BANT framework until you refine your own lead scoring model. Drive profitable growth with Revenue Cloud. CPQ CRM Integration = A More Efficient and Stronger Sales Force. Explore resources tailored to North America, Europe, and Asia and discover what's coming in 2023. Our predictions span the globe. CPQ helps advance the selling process by removing cumbersome manual processes. Integrating a CPQ with a CRM connects the sales processes, removes bottlenecks from the sales cycle, and increases the likelihood of closing a deal. It is a common feature that these industries produce non. The seven steps in a standard sales cycle are: 1. ” The sales team benefits from a CPQ solution deeply integrated with Microsoft. Step 1: Gather input from your sales representatives and find out your Salesforce objectives. Sales leadership will have an accurate view of pipeline growth. CPQ stands for Configurative Price Quote. PROS Smart Configure Price Quote. Historically, the configuring, pricing, and quoting processes were spearheaded by a salesperson—someone who is in close contact with the customer that can offer a highly customized experience. Some examples of consumer products are toothpaste, eatables, textiles, computers etc and various such products. If economic growth wanes and consumer purchasing power declines, fewer. Salesforce CPQ is a leading CPQ software for SaaS businesses. Organize the Solar Bundle with Features. With Infor CloudSuite Configure Price Quote software (CPQ), you can sell complex products more quickly from opportunity to close, eliminating costly errors and speeding up the sales cycle. Configure, Price, Quote software (CPQ) enables sales teams to generate price quotes for orders quickly and accurately. Vlocity (Salesforce Industries) offers pre-built solutions on the Salesforce platform that solve the needs of particular industries that require CRMs to be heavily customized beyond Salesforce in its out-of-the-box state. Sales Professional. Rejection: An approver rejects an approval request. SF Ben Guide. Sales Cycles Faster. Understand your current quote-to-cash process and assign each team clear roles. Myth 1: Moving to enterprise CPQ will be too expensive and too time-consuming. The position will be responsible for cultivating and nurturing sales opportunities while achieving targeted numbers for Annual Recurring Revenue (ARR. Also referred to as “quote-to-order-to-cash,” quote cycle time is important because it measures the length of your entire end-to-end sales cycle. The biggest challenge of SalesForce Testing is to ensure you are testing. ConnectWise Sell – Best for built-in notifications when the client is interacting with the quote or proposal. Lead management is the process of identifying, qualifying, engaging, and managing potential buyers. The Oracle Configure, Price and Quote (CPQ) solution supports complete quote-to-cash process from customer inquiry to order fulfillment. It simplifies, expedites, and organizes the sales process. Separate yourself from your competition with branded and personalized 3D digital sales proposals. ~1 hr 45 mins. Therefore, CPQ is an essential tool in managing contracted. A drop-off in sales of some big-ticket items helped drive October’s decline. Experlogix Smart Flows - Document Automation for D365 Sales and CE Experlogix. For most companies, this process depends on their incoming channels and what specific information the potential client needs. But CPQ changes all of that. Generate PDF QuotesTrailhead, the fun way to learn SalesforceThis article provides summaries of solutions and architectures that use Dynamics 365 together with Azure services. It’s essential to align the CPQ processes with the flexible consumption strategy to enable direct sales, channel partners, and customers to easily configure, price, and quote as-a-service solutions. Check on whether they shop based on geo-location; for example, conduct the user segmentation based on interests and demography to detect patterns. The company sells fasteners, safety products, cutting tools, janitorial supplies, and more. Salesforce CPQ is often criticized for its complicated and long setup, leaving sales teams overwhelmed with new processes. 2. An industry is likely to be cyclical if consumers materially limit the amount of goods and services purchased from that industry during an economic downturn. 1 The obvious solution is to seasonally adjust one series at a time. Qwilr. Incomplete. Collect data on every touchpoint in your quote-to-close cycle, and make data-driven real-time adjustments that secure more revenue even as business realities change. Simply put, when quoting is automated, sales reps can spend more time selling and bringing. Pre-configure product rules and dynamic pricing in your CRM system to create accurate bespoke quotes quickly. 3 Modules. According to the Aberdeen Group’s research, CPQ users have an average sales cycle of 3. Find tutorials, sample code, guides, and APIs. Add Product Specification to the Reference Product Model. Focus on the right customers. CPQ in the Sales and Delivery Cycle Sales and delivery teams at Infiwave follow a common process, shown here. Because the solution makes CPQ capabilities central to your sales process, you can give your sales reps an enormous competitive advantage and a quicker path. 3. Add Product Pricing. Our rating: 4. The best of Salesforce for sales. 1. Unify Sales, Finance, and Legal on the #1 AI CRM. Salesforce CPQ is innovative software that enables you create better quotes, improve quoting accuracy, and maximize sales. We approach every project individually. Maximize deal profitability with optimized pricing and discounting while easily creating accurate and dynamic proposals. Salesforce testing is the validation of the configuration and customization performed in vanilla SDFC. Intelligent Sales. Thus, we have prepared these Salesforce interview questions to help you learn the questions and concepts to crack the interviews and clear the Salesforce certifications. While CPQ is a mature market, the landscape research uncovered some noteworthy trends: Digital omnichannel sales will become the backbone of go-to-customer strategies, enabling buyers to buy with consistent experiences through any channel preference, direct, partner, or self-service. Official Exam Guide. Let’s see how CPQ fits into this process by following an order from lead to billing. Watch this short video to learn how Dynamics 365 can help you streamline business operations, enhance inventory management, optimize order fulfillment, and more: Streamline operations and fulfillment with Microsoft Dynamics. Behind each letter is a lot of business details, of course, but the basic idea is this: “CPQ software accelerates the quoting process by enabling sales teams to quickly configure, price and quote the perfect solution for any customer in minutes. Business Analyst. 0 out of 5. It can quickly generate quotes that customers can access themselves, in real time, in a self-serviceable model. Configure cart, discounting, bundling, promotions, and more—ultimately leading. Cycle BC has. We can integrate SCPQ to custom UI or other systems using API. Sales reps spend just 34% of their time actually selling, and research shows that part of a sales team’s non-selling time is spent generating quotes, proposals, and gaining approvals. There’s no better time to prove your hands-on experience with Salesforce and get a competitive edge that leads to new opportunities. Add to Favorites. ) Suppose a firm has a retention ratio of 35 percent, net income of $35 million, and 10 million shares outstanding. A cyclical industry is a type of industry that is sensitive to the business cycle, such that revenues generally are higher in periods of economic prosperity and. Add to Trailmix. Salesforce is one of the most popular CRM platforms that streamline the entire sales life cycle. On the spectrum of B2B marketing initiatives, lead management falls somewhere between broader activities (branding and advertising) and direct, one-to-one efforts (direct or channel sales). Salesforce CPQ is a sales tool for customer-facing representatives. Rent a bike from Cycle BC’s downtown Victoria location and cruise around the city’s core, through Canada’s oldest Chinatown or along our magnificent totem pole-dotted harbor. Apttus Tutorial for Beginners. As of Jan 2023, Salesforce is the world’s leading CRM service provider. Read more customer stories. 1. Here’s a quick summary of what you should remember about the voice of the customer: Voice of the customer (VoC) is a research method of collecting and analyzing customer feedback to get a complete picture of your target audience. CPQ helps sales reps close deals fast: Many sales teams are stuck relying on spreadsheets and email when it comes to the final stages of their sales cycle, which means instead of moving on to their next deal, they waste hours trying to figure out how to price a product or chasing down a contract approval it. During the growth stage, consumers have accepted the product in the market and customers are beginning to truly buy in. Check the list of events that are executed in some typical scenarios. Connect Salesforce and External Data with Data Cloud and Revenue Intelligence. 42 months. Guiding the user journey with your specific business and manufacturing rules ensures feasibility and profitability for every. Growth. Inaccurate data can lead to errors in quoting, resulting in lost revenue, customer dissatisfaction, and damage to the company's reputation. Prudential Life Insurance Company. DMAIC is an acronym that stands for Define, Measure, Analyze, Improve, and Control. Customers or distributors regularly have to wait weeks for a quote. com as a sales tool for companies in providing accurate pricing for any product configuration scenarios. To make a sale, you must build a list of contacts for potential customers. Unify customer data with pricing, inventory, and other key data to improve cross-organizational operations, reduce sales cycle time, increase business margins, and begin the. At the end of a successful sale, you mark the Opportunity as Closed/Won. Salesforce CPQ uses the standard Salesforce Contract object, which is associated with your customer’s account. 4 ( 10 reviews) 1 recommendations. The consumer purchases these consumer products to satisfy his personal needs and desires. Many companies are looking for something other than an out-of-the-box product. Eliminate manual processes and drive better selling behaviors throughout your revenue lifecycle. The order management cycle. com Shortens sales cycle: A well-designed CPQ process integrates organizations with their channel partners in the sales cycle. Forrester Research, Inc. Since Salesforce is a cloud-based application, users have their information. The tool figures out the price of anything the customer wants to buy in your product catalog, no matter how unusual the product configuration may be. The details of the products / services such as quantity required, date etc. It might be the eight-step process above or something similar. Revenue Cloud helps you grow profitably with agile revenue cycle management across any channel in any industry. Top DealHub CPQ Benefits. Cloud-based CPQ revenue is now approaching the majority of the market and will accelerate through 2020, redefining the landscape of this market according to Gartner’s Market Guide for Configure, Price and Quote Application Suites. Subscription management is a business framework that uses tech-driven automation and shared data to optimize how you deliver subscriptions (where customers pay on a recurring basis for access to your product or service). You can price a product based on several different quantity ranges, called block prices. 6 71 ratings) NaN out of 5. CPQ users shorten the length of their sales cycle at a 13 times greater rate than the degree to which non-users lengthen their sales cycle year over year. 72 Salesforce Cpq Developer jobs available in Worldwide USA on Indeed. Salesforce CPQ. This allows Salesforce CPQ to stay within Salesforce platform governance limits. Because this product configurator makes CPQ tools and capabilities central to your sales process, you can. Tell me the difference between Trigger and Workflow in Salesforce CPQ. The quote-to-cash (QTC) process encompasses many sales, account management, order fulfillment, billing, and accounts receivables functions. The Epicor CPQ Snap rules engine is the foundation of our intelligent visual CPQ solution. Identify sale details that are common to most quotes. When the firm pays them. Account and Contact Management –. Indicates if the contract is evergreen or not. Block Pricing. That’s where the configuration part of configure, price, quote comes in. Today, CPQ is no longer a standalone back office tool. Automate everything from product-to-cash, including product catalogs, pricing, configuration, quoting, order management, fulfillment, billing, and contracts. The solution provides your salesforce with a quick view of pricing without having to juggle multiple price sheets and can generate. Smart CPQ is a user friendly tool which we can setup quickly. Starting price: $75. AI. Documenting your sales process can go a long way in CPQ implementation. Unfortunately, there. 7% of the companies surveyed found. CPQ is an acronym for Configure, Price, and Quote. This is one of the many ways we can bring sales and finance together and create a smooth lead-to-payment cycle for the customer. The API documentation provides technical guidelines for connecting SAP CPQ with external tools. Add to Trailmix. Conga’s open, flexible, and high-performance solution unifies, automates, and standardizes. This theory is called the. It also integrates into all major ERP (enterprise resource planning), CRM, and. sept. Opportunity Management – Records recognized sales possibility and tracks the progress across the sales cycle; Activity Management – Administrates undertaken or planned activities during the customer relationship life cycle. 42 months, compared to 4. This expedited process gives sales. CPQ users increase sales rep retention at a 3 times greater than non-users decrease sales rep turnover. Our inventory includes a wide range of makes and. Configuration, pricing, and quotes are influenced by your customer relationship management strategy. A CPQ ( Configure, Price, Quote) solution is software that enables sales teams to quote configurable products and services with accuracy. CPQ applications often work in tandem with CRM platforms, ERP programs, and other business technology, which helps. According to research, the average sales cycle for non-CPQ software users is 4. However, there are subtle differences between the two. What Fastenal's sales say about the economy. The Advanced Administrator Certification is a credential developed for Salesforce professionals who have experience in designing advanced setup and configuration solutions on the Salesforce platform. On the ex-dividend date. Salesforce CPQ is a powerful tool that benefits your sales digital transformation by optimizing the sales process and increasing revenue. Self-driving cars. You will also get exposure to some critical. Define quantifiable KPIs such as fewer billing disputes etc. QuoteWerks – Best for the cash process (Quote-To-Cash) sales management. Utilize this Salesforce CPQ certification course to become a pro at building, implementing, and designing quoting flows across the Salesforce CPQ platform. Salesforce Billing is an add-on package that inherits key records and information from Salesforce CPQ. This includes pricing and packaging, configure price quote, order to cash, and revenue reporting. It includes the following aspects of the sales process: product configuration and pricing. ~10 mins. Enable your sales reps and channel partners with the guideance they need to find the best soluti. Oracle CPQ Cloud (formerly BigMachines) helps businesses sell products, services, and solutions faster. Salesforce CPQ and Salesforce partners provide an online selling platform that connects your resellers and distributors to your own sales processes and resources. CRT-403:. CPQ when sent with DealRoom provides more context for a buyer’s decision and ultimately accelerates the sales cycle. Start with the CPQ to understand how the sales team prices the products and the billing process. Revenue management is the process of optimising every business activity in the product-to-cash cycle. It helps manufacturers quickly and accurately generate quotes, configure complex products with options and variants, manage customer orders, and track inventory levels. 2 years. Explain the migration process for CPQ data. cyclical demand definition: demand that changes in a regular way over time depending on the economic situation, time of year…. Review which types of actions cause your quote to recalculate. SAP Ariba: SAP S/4HANA ECM: SAP CLM: Line items as. Official Exam Guide. Apply to Salesforce Developer, Salesforce Administrator, IT Manager and more!Step 1: Connect Salesforce to QuickBooks. In their 2016 study, CSO reports that CPQ systems “not only help increase configuration accuracy, but they are helping to increase the average deal size, decrease the length of the sales cycle, improve margins, and more. Cloud deployment; Performance to configure complex quotes instantlyRevenue management is the process of optimising every business activity in the product-to-cash cycle. A tier qualifying point is any Rapid Rewards point that will count toward A-List or A-List Preferred. Cost-and-Markup Pricing. 10. Increase speed to quote 2. Explore Tableau Views in CRM Analytics Dashboards With Custom. CPQ: CPQ provides comprehensive reporting and analytics capabilities. Product configurator software, usually included as part of CPQ software, allows companies to market, sell, and manufacture their products more effectively and efficiently. B. Cincom CPQ™ provides out-of-the-box connectors so your sales team can accurately configure, price and quote products without having to switch. Furthermore, because it is based on cloud technology, it can be accessed from any device and anywhere. Increased quote accuracy - reduce quote errors and margin mistakes 3. This is one of the most important interview questions. Optionally, select a predefined order category to define how to use this order type. Sales reps can then send these quotes in a proposal to prospects or customers. Work Experience :8-10 years. This technology helps sales organizations configure product offerings, set up pricing rules and discounts, and generate error-free quotes and professional proposals customized to buyers’ needs. Business Process to understand to sell complex solutions of bundled items in one integrated quote-to-cash process. You can do the documentation in two steps: Sales user training documentation and Admin user documentation. Overview. Mid-level. Read more. Q1. With CPQ, sales teams perform better, sell more, and regain control by reducing sales cycle friction and eliminating errors. mission critical, high transaction configure, price, quote (CPQ) applications across sales, partners, field service and eCommerce channels. CPQ reduces the number of people, such as engineers, needed in the sales cycle while also reducing errors in the order-entry process and eliminating costly reworks. This process aims at minimizing disruptions arising from external forces. Apex can be invoked by using triggers. Official Exam Guide. Explain the differences between the. Serves as subject matter. Sales analytics and reporting: Integrating CPQ-generated data, such as quote history and product preferences, with CRM’s sales analytics to provide comprehensive insights Establish a Strong Data Governance Framework: Implementing a robust data governance framework is crucial for maintaining data accuracy and consistency between CPQ and CRM. CPQ; Field service lightning; Marketing cloud; Apex and lightning development;. Revenue cycle management is important because it helps businesses sell efficiently, streamline their revenue processes, implement controls, reduce operating expenses, minimise revenue leakage, and drive profitable growth. Provide your sales team an intuitive guided selling interface to create accurate sales quotes with complex product configurations and pricing in just minutes; Create quotes using up-to-date product, price, configuration, and customer data; Maximize deal size by adding upsell and cross-sell offerings based on artificial intelligence (AI. This is a major addition that will solidify Flow’s reputation as the go. Inside Configure Price Quote software (CPQ), contracted pricing enables sales reps to select a negotiated price for a product and continue using that price on future contracts. It supports the entire sales cycle, from finding potential leads and tracking their progress, to managing and automating the deal flow, and even generating quotes. Over-Complication and Time-Consuming Configuration of Salesforce CPQ. With Industries CPQ, you can easily configure product offers that are just right for your customer. With our Salesforce CPQ implementation services, your team gets a complete 360 degree of the sales performances and predicts future revenue generation opportunities. Some analysts believe that the term structure of interest rates is determined by the behavior of various types of financial institutions. Create a Solar Energy System Bundle. Three ways CPQ transforms your sales and improves the customer experience: 1. and/or its subsidiaries. Working experience of the product is important for this certification as it is designed specifically for those who can devise solutions for. CPQ Learning Journeys. SALES CLOUD CONSULTANT. Design and Build a Working Industries CPQ Solution Exam: See Details. Improve productivity and close more deals. CPQ software helps businesses manage the complex pricing of their products and services. CPQ and the sales cycle. 10. Outbound Messages send messages to external services, beyond Salesforce (the clue is in the name). Unify business units and streamline efforts with integrations to Cincom CPQ. To learn more about Sales Cloud, visit here. The Account Executive will report to the Vice President of Sales and is responsible for selling Revalize's ConfigureOne products and services in an assigned geographic territory. Oracle Configure, Price, Quote (CPQ) guides customers through a step-by-step process of entering a correctly configured and fully detailed purchase order. 5. Grow quickly with flexible revenue models, speed to market, and recurring customer transactions. NaN out of 5. Project charter to define the focus, scope, direction, and. FIELD SERVICE. Even more, the sales staff may generate proposals skillfully created using its high-end configurable templates, and they can modify the material to suit their needs. CPQ isn’t just a sales solution and CPQ isn’t “ a back office solution, ” but a means for the entire company to. Tags ~30 mins. 4. To learn more about Revenue Cloud, visit here. This compromise will better help your business and customer pool, with the intentions of: Increasing profitability. CPQ Roadmaps. Figure 2: Process Capabilities Streamline the Sales Cycle n = 159 Source: Aberdeen Group, March 2013 Additional elements in Figure 2 reveal the best CPQ-oriented sales practices that are ratified by heavy adoption in the most successful enterprises. Contracted Pricing in CPQ. This spares the end-user the hassle of upgrading and managing their client software beyond the browser. SAP CPQ (Configure, Price, and Quote) is a highly configurable system designated to help sales representatives to configure products, apply pricing and generate quotes. On the other hand, Billing is an add-on to Salesforce CPQ. 6-12 months. Actively contributed towards one to two end-to-end full life cycle implementations with experience migrating CPQ on-premises version to cloud environments Been responsible for deployment of CPQ with deep functional and domain expertise and hands-on experiences in configurations, training, knowledge transfer, customer communications and. In other words, CPQ. What does CPQ stand for: An in-depth overview The CPQ process is closely tied to the sales pipeline and the quote-to-cash cycle. Quote quickly and accurately with guided selling flows, product bundles, and discounting rules for sellers. Deals are 105% larger when CPQ is utilized It takes 27% less time to produce a quote with CPQWith CPQ, sales teams perform better, sell more, and regain control by reducing sales cycle friction and eliminating errors. The key first step in protecting your enterprise is deploying a firewall that can filter huge amounts of traffic without sacrificing network performance and speed. Built on the#1 CRM, Revenue Cloud comes with built-in. Enter configure, price, quote (CPQ) software. Icertis Contract Management. Here are the best contract lifecycle management (CLM) software applications for better contract management: 1. The CPQ Analyst Will Have The Following Accountabilities Maintain existing systems to standards agreed with specific business community using product. But incorporating a CPQ streamlines the sales process making teams more efficient. 6/10. DATA CLOUD CONSULTANT. These two plans are designed specifically for SMBs. The trigger is a small code that runs the records, changes the forms, or adds in the history. This includes pricing and packaging, configure price quote, order to cash, and revenue reporting. Learn what properties and Iron Python events are available for creating scripts and browse through scripting examples. Choosing a CPQ solution to shorten your sales cycle is a smart choice. "PROS SCPQ the best tool to configure products and services". There's a 33%improvement in quote productivity with CPQ. A classic example is the airline industry. One is great without the other but put the two together and the mixture becomes instantly irresistible. eBay: Shop Black Friday deals on eBay - Up to 70% off today. Salesforce CPQ’s Advanced Quote Calculator determines quote and quote line prices in response to user or automated actions. It uses this data to create the quote. C is for “configure”. Quote cycle time. Sales Objects —includes accounts, contacts, opportunities, leads, campaigns, and other related objects. PROS AI-powered Quoteware (acronym: CPQ) is the way to digitize your catalog so that it can be used in any channel, and then automate the configuration and pricing of the product so that the customer can get accurate quotes in seconds, versus your current multi-day mistake-ridden manual process. That adds up to more revenue on every deal. S2 Labs is the best Salesforce Training Institute globally. One of the key benefits of CPQ and CRM together is increased quoting accuracy. Set Rules for Pricing, Discounts and Dynamic Products. Sell faster and boost sales productivity with configure, price, and quote capabilities that flow straight from CRM. The trigger is a small code that runs the records, changes the forms, or adds in the history. Q is for “quote. In this wiki, learn how to target SMB customers with maturing IT needs and guide them to upgrade. 5. Benefits of CPQ #3: Generate professional quotes. Designs and implements business technology solutions focused on cloud-based business applications, specifically, Salesforce CPQ and Billing, and other custom solutions. Drive profitable growth with Revenue Cloud. CPQ applications take into account optional features, customizations, quantities, and discounts, allowing sales reps to quote prices quickly and accurately. Salesforce CPQ can help turn your sales team into a lean, mean. Take your revenue to new heights. 3. The combination eliminates the need for manual calculations, reducing the risk of errors and ensuring that quotes are based on the. Click on Crete BOM. Configure, Price, Quote software (CPQ) enables sales teams to generate price quotes for orders quickly and accurately. With over 10 years of Salesforce consultancy experience implementing numerous projects, you’re in good hands. Implemented correctly, CPQ will help sales save time, increase quote accuracy, and land bigger deals. Find 10 amazing road biking trails in Victoria, BC. Get up to speed with Salesforce CPQ concepts, best practices, and tips when choosing the right CPQ implementation strategy; Implement CPQ configurations and automations for B2B and B2C business scenarios; Book Description. 2. D cyclical sales but stable accounts receivable and inventory. Historically, the configuring, pricing, and quoting processes were spearheaded by a salesperson—someone who is in close contact with the customer that can offer a highly customized experience. C. The quoting procedure is part of your sales funnel and involves submitting, approving, and accepting a tender. Slipped opportunities - As your company grows and you start offering more products and services, it becomes difficult to manage and be on top of every detail. A CPQ solution is a software tool that helps businesses automate the configuration, pricing, and quoting of their products and services. <br><br> Responsible for bridging the design gap between IT and the business, determine requirements and deliver the application and reports to. Connect and get answers from a passionate community of experts. According to HubSpot, 50% of buyers prefer the vendor that responds first. 68 months. These steps give sales teams the necessary tools to enhance sales performance, engage clients more effectively, optimize sales, and improve customer journeys. The Winter ’24 release helps you work smarter with new product innovations built on AI + Data + CRM. NetSuite CPQ enables sales teams to quickly configure, price and quote (CPQ) complex products and services with complete accuracy and reliability— directly in NetSuite. CPQ for Microsoft Dynamics 365 Business Central Experlogix Experlogix CPQ (Configure Price Quote) - Quickly and accurately customize complex quotes and orders. Shortening the sales cycle. Firstly, you can configure a specific product portfolio within the scope of a quote (based on your overall product catalog). Tags ~10 mins. They build, configure,. Unify sales and finance with complete visibility across the customer lifecycle from quote to retention. Tune into Release Readiness Liveduring Dreamforce on Salesforce+. Apttus is a quote-to-cash software that automates critical business activities between a potential buyer's purchase and revenue realization. The CPQ software market was worth a fraction of the CRM market meaning a lot of companies were investing in CRM solutions. Let's continue your CPQ journey by diving into the product and its advanced features.