Salesforce CPQ

Salesforce CPQ (Configure, Price, Quote) is a sales tool from Salesforce designed to streamline and automate the process of configuring products, pricing them appropriately, and generating accurate quotes. Embedded within the Salesforce CRM, Salesforce CPQ empowers sales teams to handle complex product and pricing requests, manage discounting, and automate the approval workflow. Its features include guided selling, proposal generation, contract management, and subscription billing, making it an essential solution for organizations with diverse products and pricing models.

Frends can integrate Salesforce CPQ with other enterprise systems to automate workflows, streamline pricing and quoting processes, and synchronize data across platforms like ERP, finance, and marketing systems. This ensures accuracy in quotes, efficient order processing, and a seamless connection between operations and sales teams.

Business Use Cases

Synchronize Quotes with ERP Systems

Frends can integrate Salesforce CPQ with ERP platforms like SAP, Oracle, or Microsoft Dynamics to automate the transfer of quote data into operational systems. For example, when a quote is accepted in Salesforce CPQ, Frends can create the corresponding sales order in the ERP system, updating all relevant modules such as production, inventory, and billing—eliminating manual data entry.

Automate Proposal and Contract Delivery

Frends can centralize and automate proposal management by linking Salesforce CPQ with document management tools like DocuSign, Adobe Sign, or SharePoint. For instance, when a sales rep generates a quote or contract in Salesforce CPQ and obtains the necessary approvals, Frends can automatically route the final document for electronic signature while securely storing it in a chosen repository.

Manage Pricing Updates Across Systems

Frends can automate the synchronization of pricing models between Salesforce CPQ and other pricing systems or master data platforms. For example, when pricing changes are made in a central pricing system, Frends can ensure these updates are reflected in Salesforce CPQ in real-time, enhancing the accuracy of quotes and reducing discrepancies.

Automate Product Configuration Synchronization

Frends can connect Salesforce CPQ with product lifecycle management (PLM) or product data management (PDM) systems to streamline the introduction of new products. For example, when a new product or feature is added into a PLM system, Frends can update Salesforce CPQ’s catalog to reflect the new configuration options immediately.

Integrate with Financial Systems for Subscription Billing

Businesses offering subscriptions or recurring billing can use Frends to integrate Salesforce CPQ with financial systems like QuickBooks, NetSuite, or Sage Intacct. For instance, approved quotes containing subscription-based pricing models can be automatically sent to the finance system, generating invoices and automating revenue recognition based on subscriptions.

Automate Quote-to-Cash Processes

Frends can streamline the entire quote-to-cash process by connecting Salesforce CPQ with payment gateways like Stripe or PayPal. For example, once a customer accepts a quote in Salesforce CPQ, Frends can handle the subsequent workflows, including generating an invoice, processing the payment, and updating Salesforce CRM records with payment confirmation.

Sync Customer Data with CRM and Marketing Platforms

Frends can integrate Salesforce CPQ with marketing platforms like HubSpot or Pardot to align sales and marketing efforts. For example, Frends can transfer customer preferences, configurations, or quote details from Salesforce CPQ to marketing tools, enabling more personalized communication and targeted campaigns.

Improve Analytics and Reporting

Frends can automate data extraction from Salesforce CPQ to business intelligence tools like Power BI or Tableau. For instance, sales leaders can visualize data such as quote acceptance rates, pricing effectiveness, or discount trends by scheduling Frends to pull and transform data into actionable reports and dashboards.

Enable Approval Workflow Automation

Salesforce CPQ often includes complex approval workflows. Frends can streamline these workflows by integrating Salesforce CPQ with messaging or communication tools like Microsoft Teams or Slack. For example, Frends can send notifications and approval requests to relevant stakeholders whenever a quote requires pricing or discount approval, ensuring fast responses and minimal delays.

Integrate Customized Price Rules

For organizations with external pricing engines or third-party tools designed for complex price calculations, Frends can help integrate these tools with Salesforce CPQ. For example, Frends can send product requests to a pricing engine, retrieve calculated prices, and sync the finalized pricing data into Salesforce CPQ, ensuring consistent and accurate quotes.

Automate Invoice Generation for Accepted Quotes

Once a quote is accepted in Salesforce CPQ, Frends can automatically generate invoices in financial or billing systems like Xero or FreshBooks. Frends ensures that invoice details match quote data, reducing the chances of errors and speeding up the billing process.

Streamline Partner and Reseller Access

Frends can facilitate integration between Salesforce CPQ and partner portals to provide tailored quoting capabilities for partners and resellers. For instance, resellers submitting custom quote requests through a partner portal can trigger Salesforce CPQ workflows, with Frends ensuring the quote details flow back to the portal seamlessly.

Coordinate Inventory Updates

Frends can integrate Salesforce CPQ with inventory management systems to ensure available inventory is accurately reflected during the quoting process. For example, when inventory levels are updated in the warehouse system, Frends can synchronize this data with Salesforce CPQ to prevent overselling or backorders.

By integrating Salesforce CPQ with Frends, businesses can create a robust, automated workflow that bridges the gap between sales, finance, and operations. Frends ensures seamless data flow, eliminates manual bottlenecks, maintains consistency across systems, and enhances the speed and accuracy of the entire quoting and selling process.