Superbadge. com as a sales tool for companies in providing accurate pricing for any product configuration scenarios. Get Azure upsell wiki > Upsell Microsoft 365 Business Standard to Business Premium. Ø How to create the Sales BOM in cloud step by step. Reduce mundane tasks. The trigger is a small code that runs the records, changes the forms, or adds in the history. It serves both B2B and B2C marketing and sales teams across a range of industries in. Unfortunately. Quotes in Salesforce represent the proposed prices of your company’s products and services. It helps in streamlining the entire process, as well. Documenting your sales process can go a long way in CPQ implementation. Dynamics 365 Sales enables salespeople to build strong relationships with their customers, take actions based on insights, and close deals faster. 42 months. Earn a globally-recognized Salesforce Certification. Pre-configure product rules and dynamic pricing in your CRM system to create accurate bespoke quotes quickly. SAP CPQ (Configure, Price, and Quote) is a highly configurable system designated to help sales representatives to configure products, apply pricing and generate quotes. It considers the steps taken as your sales team configures a quote and drafts a proposal for a client, through to when payment is received for services rendered. manufacturing quote-to-order cycle (see Figure 1). ~10 mins. That adds up to more revenue on every deal. It empowers the sales team to make faster decisions and generate quotes ten times faster. CPQ (Configure, Price, Quote) software is fundamentally built upon a system of rules that provide logic and structure to your company’s sales, engineering, and production processes. But they don’t do much for the most critical source of sales cycle inefficiency: the configure, price, quote process. The core process (configuring, pricing, and quoting) in SAP CPQ can be enhanced with advanced features as needed, depending on the. +8. CPQ software helps businesses manage the complex pricing of their products and services. Sales leads make up the group of people you can contact to progress to the. Find tutorials, sample code, guides, and APIs. It eliminates the time take for waiting for approvals by 95%. Shortening the sales cycle. It enables sales reps to generate quotes and proposals for their. Sales user training documentation will give you a good grip on executing the entire quoting process. Pitfall 2: Inadequate Data Management. FIELD SERVICE. 1. Strong expertise in Salesforce and CPQ platforms. Our Salesforce CPQ certified consultants are passionate about CPQ and have a full understanding of all the package capabilities. Best Practices for CLM & CPQ Integration. In this wiki, learn how to target SMB customers with maturing IT needs and guide them to upgrade. We approach every project individually. Working experience of the product is important for this certification as it is designed specifically for those who can devise solutions for. Read more. Work on real-time projects and accelerate your career with our Salesforce Training Program. You will be fully trained in handling the Salesforce instance, platform, database, application design, platform configuration, automation. 10. ) Suppose a firm has a retention ratio of 35 percent, net income of $35 million, and 10 million shares outstanding. At the end of a successful sale, you mark the Opportunity as Closed/Won. When optimized processes are supported by the right technology, sales teams can provide better customer service and focus on value-added work that leads to more revenue. Triggers. Forrester Research, Inc. Sales managers. The Winter ’24 release helps you work smarter with new product innovations built on AI + Data + CRM. Understanding the Sales Effectiveness Benefits of CPQ Solutions Increased Quoting Accuracy. 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. True. ConnectWise CPQ™: Automated Quote & Proposal Software. 1. CPQ Salesforce Business Analyst- Cegid. The Epicor CPQ Snap rules engine is the foundation of our intelligent visual CPQ solution. Seamless proposals, quotes, and contracts. Salesforce CPQ’s Advanced Quote Calculator determines quote and quote line prices in response to user or automated actions. Unify sales and finance with complete visibility across the customer lifecycle from quote to retention. Stores a quote template ID, if one is specified for use in generating quote PDF documents. Reps get. Use Drag&Drop to compose Product Bundles with all the necessary components. Grow quickly with flexible revenue models, speed to market, and recurring customer transactions. With CPQ and CRM in place, sales teams can ensure that quotes are accurate, up-to-date, and consistent. . It simplifies, expedites, and organizes the sales process. Account and Contact Management –. It also may contain entries for product specifications, such as inventory allocation and client location. 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. Agile CPQ software streamlines the sales cycle by identifying and removing holdups and reducing the need to intervene manually. Send proposals in PDF or Interactive Quotes and track customers' activity. Configure, Price, Quote (CPQ) is meant to enable sales by measurably reducing time to quote, among many other things. Let’s see how CPQ fits into this process by following an order from lead to billing. Improve productivity and close more deals. This includes pricing and packaging, configure price quote, order to cash, and revenue reporting. 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. According to the Aberdeen Group’s research, CPQ users have an average sales cycle of 3. 10 Ways CPQ Helps B2B Sales Teams Close Complex Deals 1. Salesforce CPQ’s Advanced Quote Calculator determines quote and quote line prices in response to user or automated actions. We can help you pave your path to faster revenue growth. ~1 hr 45 mins. Our predictions span the globe. com. are specified in line items. Events. Note Sales reps with read-only access to price rules and its fields can create price rules by cloning an existing record. Increased quote accuracy - reduce quote errors and margin mistakes 3. 3. In this article, we will be going through the details about Apttus and at the same. Connect and get answers from a passionate community of experts. g. Reps get. Unlike other CPQ solutions, DealHub is fast to implement and easy to use – simply plug in your product data, configure your. Let’s see how CPQ fits into this process by following an order from lead to billing. Post-Install Steps for Industries Order Management Summer '22. Maximize deal profitability with optimized pricing and discounting while easily creating accurate and dynamic proposals. In this course, learn how to leverage this enterprise-level. Both products feature many of the same things— product configuration, dynamic pricing, and many other out-of-the-box functionalities come standard. In other words, CPQ. For most companies, this process depends on their incoming channels and what specific information the potential client needs. Importing Quote Lines from CSV FilesSalesforce CLI is a powerful tool that lets you control your Salesforce development environment from the command line. Step 4: Add Salesforce info to custom fields on. It also allows sales representatives to quote the costs of the products quickly and accurately. CPQ in the Sales and Delivery Cycle Sales and delivery teams at Infiwave follow a common process, shown here. Salesforce testing helps you to verify that the finished system can support the client’s business processes. Let’s see how CPQ fits into this process by following an order from lead to billing. Add to Favorites. 2. Built on top of HubSpot’s powerful CRM, HubSpot CPQ goes a step further by helping you match quotes and line items to deals, as well as associated contacts and companies. Quote cycle time. SAP CPQ can enable you to extend B2B sales journeys with rich commerce experiences, while maintaining control over pricing, advanced configuration, and proposal generation with request for quote integration, seamlessly transitioning self-service selections and configurations into B2B opportunity workflows. Sales Professional. They have more than 40% market share in the Cloud CRM space and dominates the overall CRM space with a market share of 19. This allows Salesforce CPQ to stay within Salesforce platform governance limits. Prevent Guest User from Editing or Deleting Approval Requests. CPQ software can act as a guide to help salespeople better understand a product and how to sell them with the same info that brand would. Salesforce CPQ Summer ‘19 added. Other apps from Experlogix. Experience in at least one full-lifecycle CPQ project, with strong implementation expertise in at least two of the following technologies: Conga CPQ and CLM, Salesforce CPQ & billing, Docusign CLM Deep Understanding of the Lead-To. This and other CPQ capabilities make it possible for sales teams to ‘strike while the iron is hot,’ maintaining sales momentum and helping guide their prospects forward at a sustainable rate. When the firm records them. Shortens sales cycle: A well-designed CPQ process integrates organizations with their channel partners in the sales cycle. Supplier lifecycle management is an end-to-end procedure of managing external suppliers in a transparent and organized way. This suggests that adopting CPQ technology could reduce your sales. Streamlined Sales Cycle. Epicor CPQ software is a one-stop solution for complex, custom products that streamlines your sales, engineering, and manufacturing processes. Conga CPQ is a critical component of Conga Revenue Lifecycle Cloud, a set of unified products built on Conga Platform that enable you to crush your unique revenue lifecycle complexities and increase revenue certainty. Oracle CPQ. CRM focuses on managing the entire customer relationship, while CPQ focuses on streamlining the sales process. CPQ stands for Configure, Price, Quote. Sales reps will be the primary users of your CPQ program and should realize a variety of time savings throughout the entire sales cycle, from putting together product bundles to applying pricing and discounts to handling contract negotiations. 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. Streamlined quoting - one Sales workflow in your Salesforce CRM 2. Experlogix is a cloud-based configure, price and quote (CPQ) management solution designed to help businesses manage orders and quotation process. Salesforce CPQ uses the standard Salesforce Contract object, which is associated with your customer’s account. Grow quickly with flexible revenue models, speed to market, and recurring customer transactions. Add or Update an Energy & Utilities Customer Contact. Conga CLM is a critical component of Conga Revenue Lifecycle Cloud, a set of unified products built on Conga Platform that enable you to crush your unique revenue lifecycle complexities and increase revenue certainty. Drive profitable growth with Revenue Cloud. You don’t have to worry about checking whether products and options are compatible with one another, or whether a specific SKU is appropriate for your customer’s. 3. You can price a product based on several different quantity ranges, called block prices. By eliminating complex processes and driving better selling behaviors, CPQ allows sales reps to generate complex quotes faster and with. Organize the Solar Bundle with Features. Salesforce CPQ. Free trial: Not Available. Use it to configure, price, and quote in a visual, engaging format—anytime, anywhere. What is NetSuite CPQ? NetSuite CPQ enables sales teams to quickly configure, price and quote (CPQ) products and services with complete accuracy and reliability—directly in NetSuite. Provide a richer customer experience by empowering your sales team and partners to easily offer complex product configurations, optimised pricing, and great-looking proposals with the SAP CPQ solution. Guided Selling. Implemented correctly, CPQ will help sales save time, increase quote accuracy, and land bigger deals. CPQ: CPQ provides comprehensive reporting and analytics capabilities. Salesforce CPQ is often criticized for its complicated and long setup, leaving sales teams overwhelmed with new processes. Prospect for leads. Stage 2: Qualification. The negotiated price can be selected for new, renewal, and amendment quotes. CPQ processes in flexible consumption business models provide capabilities to support a According to Hubspot, sales cycle management is the process in which managers, sales reps and business leaders monitor and track each stage of the sales process, in order to meet quotas and grow the business. Mid-level. Integrating Salesforce CPQ and Salesforce Billing. With this easy-to-configure solution to categorize complex products, business can go to market quickly. Salesforce CPQ is a leading CPQ software for SaaS businesses. Three ways CPQ transforms your sales and improves the customer experience: 1. Using DealHub CPQ + DealRoom contract management you can automatically pull and merge data from. PROS Smart Configure Price Quote. Microsoft Dynamics 365 for Sales – Best for those already using. Automating essential steps in the sales process, such as renewals, quote generation, and deal analysis, significantly shortens the average sales cycle. Implemented correctly, CPQ will help sales save time, increase quote accuracy, and land bigger deals. Quote cycle time measures the time it takes for a CPQ tool to generate a quote that accurately estimates when a configured product will be delivered to a buyer and paid for. Sales operations. Add Product Specification to the Reference Product Model. Configure, Price, Quote software (CPQ) enables sales teams to generate price quotes for orders quickly and accurately. You can also customize workflow rules and price rules to target objects during various stages of the quote calculation sequence. Apply to Revenue Cycle Specialist, Mds Coordinator, Sales Representative and more!Designing your sales process to align with your prospects’ buying journey will help you reach your goals. Business Analyst. CPQ works with the last, and most important part of the sales process, which is finalizing the terms and pricing. But CPQ changes all of that. Salesforce CPQ. Project Role Description :Lead the effort to design, build and configure applications, acting as the primary point of contact. Many companies are looking for something other than an out-of-the-box product. As a result, workflow rule and process builder updates to a calculating field don’t cause a second calculation. CPQ Plus: $150/user/month billed annually. It lets users quickly and accurately configure products, select features, determine pricing, and create sales quotes or orders. What does CPQ mean? CPQ is an acronym for configure, price, quote. Learning Journey for Consultant & Administrator. Companies using CPQ software solutions often experience a shorter sales cycle—thanks to features like automated quoting and streamlined product configuration that help speed along the sales process. 200. 2 times as effective at minimizing the number of people, functions, systems required to generate a quote or proposal. SF Ben Guide. CPQ and the sales cycle. Sign Up for a Developer Edition Org with Salesforce CPQ. Gathering leads. Turn Opportunities into Deals. Car sales fell 1. CPQ is Configure Price Quote – a sales software that helps organizations configure the pricing of their products and generate quotes and proposals to be presented to their buyers. The quote-to-cash (QTC) process encompasses many sales, account management, order fulfillment, billing, and accounts receivables functions. Benefits of CPQ #3: Generate professional quotes. Step 2: Decide how opportunities will appear in QuickBooks. 2. 4. Conga’s open, flexible, and high-performance solution unifies, automates, and. Design and Build a Working Industries CPQ Solution Exam: See Details. Job DescriptionThe Account Executive will report to the Vice President of Sales and is responsible…See this and similar jobs on LinkedIn. Here are the notable benefits of Salesforce CPQ. With CPQ, sales teams perform better, sell more, and regain control by reducing sales cycle friction and eliminating errors. The process requires several moving parts, often controlled by separate entities, to come together to provide a cohesive customer experience. CPQ CRM Integration = A More Efficient and Stronger Sales Force. In essence, CPQ technology transfers the most critical aspects of a sales cycle from spreadsheets to an automated sales tool. CPQ is foundational to predictive revenue models. Take a look at the demo below and visit Trailhead to learn how to get started. Salesforce offers 40 primary certifications (some requiring prerequisite certifications) to demonstrate your expertise in different Salesforce roles. And most importantly, you’ll deliver a better experience to your customers. When this field has a value, users can preview or generate the quote template. Here are some common Salesforce CPQ implementation challenges and tips to help you avoid such an outcome. Start your journey by clearly defining your goals, collaborate with an experienced and certified Salesforce implementation partner, and make sure to inspire and support your new users during the period of. Firstly, you can configure a specific product portfolio within the scope of a quote (based on your overall product catalog). DealHub and Salesforce CPQ are popular CPQ solutions that enable organizations to automate the sales process. Separate yourself from your competition with branded and personalized 3D digital sales proposals. DMAIC is an acronym that stands for Define, Measure, Analyze, Improve, and Control. CRM and CPQ consultant with 9+years of experience in digital transformation processes. CPQ users increase sales rep retention at a 3 times greater than non-users decrease sales rep turnover. The percent-of-sales method would be more accurate under a steady sales assumption than cyclical sales. 1,036 Dental Revenue Cycle Remote jobs available in Remote[[[]] on Indeed. ~15 mins. Generate pricing for quotes, proposals, invoices, and renewals faster and more accurately, relieving your team from time-consuming manual work. show Show 1 Units +100 points. It creates better customer experiences across the buying journey, driving adoption, renewals, retention, and growth. Implemented correctly, CPQ will help sales save time, increase quote accuracy, and land bigger deals. Note: There are many more discovery questions, but these examples show that the candidate understands the nuances around CPQ development and what information is needed. 4. Streamline your sales cycle to win more deals. SF Ben Guide. This Salesforce CPQ tutorial is a complete guide to Salesforce CRM and related topics like its features, pricing, and benefits: One of the primary reasons to use Salesforce, the world’s #1 CRM, is the faster closing of the deals. CPQ when sent with DealRoom provides more context for a buyer’s decision and ultimately accelerates the sales cycle. Here are the best contract lifecycle management (CLM) software applications for better contract management: 1. From the customer’s name and other details to product lines, prices, and expiration dates, the sales team had to manually fill out up to 12 fields. 68 months for non-CPQ users. We call this process “guided selling. technical lead)We’ll let you know the moment the Predictions 2024 guide goes live. Over-Complication and Time-Consuming Configuration of Salesforce CPQ. CPQ Reduces Your Sales Cycle. Salesforce CPQ’s Advanced Quote Calculator determines quote and quote line prices in response to user or automated actions. Contracted Pricing in CPQ. Understanding of product configuration management: products, bundles, inclusion rules, recommendation rules, constraint rules; Hands on experience with Apttus(Conga) Intelligent Workflow Approval process. Consumer products are products that the ultimate consumer purchases himself for direct use. A CRM stores contact information and tracks sales opportunities. Drive profitable growth with Revenue Cloud. The Salesforce Industries CPQ Developer credential is designed for individuals who have experience developing configure, price, quote applications for the Salesforce. sellers and lessors – this certificate allows you to collect the information and declaration required under the Provincial Sales Tax Act (the Act) in order to provide a provincial. When overall cycle and quoting time is too long and causing lost sales, CPQ software can help. It is a common feature that these industries produce non. 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. AI. DP World shortened its sales cycle and increased revenue using Dynamics 365 Sales. Define quantifiable KPIs such as fewer billing disputes etc. C. Overview. Rapidly adapt to market demands using actionable insights from a consolidated view of your project sales and financial data. Choosing a CPQ solution to shorten your sales cycle is a smart choice. You can also populate the quote template ID using a workflow rule based on either a custom field for user input, or a standard quote field. Automate everything from product-to-cash, including product catalogs, pricing, configuration, quoting, order management, fulfillment, billing, and contracts. It might be the eight-step process above or something similar. Learning Objectives. It also allows sales reps to generate quotes in a more quick and accurate manner. This. Based on BANT, you should ask qualifying questions that help you determine whether a lead has the right budget,. On the ex-dividend date. Drive profitable growth with Revenue Cloud. 5/5 TrustRadius rating: 8. These tools help sales teams align on quoting practices, build a product catalog, and send quotes to potential buyers. Simplified SKUs, Price books, and Discount Tiers. What is Salesforce Sales Cloud? Salesforce Sales Cloud is the sales automation software available as part of Salesforce CRM. 200. CRM focuses on managing the entire customer relationship, while CPQ focuses on streamlining the sales process. None required. Several businesses are using state-of-the-art Configure, Price, Quote (CPQ) software tools to enhance and automate their QTO processes. 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). CPQ software helps IEM manufacturers configure and quote complex products with speed and accuracy. Top Resume Coupon: 10% Off professional resume writing. True. NetSuite CPQ enables sales teams to quickly configure, price and quote (CPQ) complex products and services with complete accuracy and reliability— directly in NetSuite. Quote cycle time. Official Exam Guide. Outbound Messages send messages to external services, beyond Salesforce (the clue is in the name). CPQ stands for Configurative Price Quote. At each of these steps, the salesperson tries to push leads and potential customers further down the sales funnel. Identify sale details that are common to most quotes. Identify the key systems and roles involved in the sales cycle. SAP Ariba: SAP S/4HANA ECM: SAP CLM: Line items as. Backfill for Product Manager Capacity that's being leveraged from existing pool towards Non-Finance/OM areas across the following areas: Epics and stories are assigned on the below modules. DealHub’s highly intuitive CPQ minimizes administrative tasks, empowers sales teams to engage more effectively with buyers, and streamlines sales operations to reduce the sales cycle and increase revenue. Should have solution design experience, you will be responsible for educating the customer during the sales cycle, including creating and delivering tailored software demonstrations to prospects and customers. Powered by advanced technologies, it enables predictive maintenance and helps you increase reliability and uptime while reducing overall costs. We can integrate SCPQ to custom UI or other systems using API. Configure, price, quote (CPQ) software helps sellers quote complex and configurable products. This edition requires an annual contract. Break free from time-consuming quote & proposal creation - let your sales team be a sales team. Management Level :8. Revenue Cloud includes CPQ, Billing, CPQ for Partner Communities, CPQ for Customer Communities and CPQ & B2B Commerce Connector, all generally available. Vendavo’s Intelligent CPQ gives your sales reps the ability to quote faster and win more. Ans: Salesforce CPQ computes various quotes based on the schedules, products, and set-ups made within the quote line editor. Job Description. Increase speed to quote 2. 1. Step 1: Gather input from your sales representatives and find out your Salesforce objectives. Salesforce is the world’s first cloud-based CRM system. Cincom CPQ – Best for the sales of financial services, like banking and insurance. Today, Salesforce announced that the Spring ‘23 Product Release preview is now live. The result was a complex sales cycle, and sending a quote to a customer often took up to an hour. Select the order cycle you want to associate with the order type. Two times faster moving from quote to cashIncludes CloudAscent propensity guidance for Azure, customer conversation starters, and sales tools. Apttus is a quote-to-cash software that automates critical business activities between a potential buyer's purchase and revenue realization. and easily configure products and compute runtime price. The sales process is generally made up of 7 steps. Generate contextual emails using CRM data and create automated summaries for email threads and meetings with Microsoft Sales Copilot. Overview. CPQ, which stands for Configure, Price, and Quote, is a sales automation solution designed to help streamline selling and ordering for manufacturing companies. This blog includes Data Filters, Audit Trail, Lookup relationships, Workflow, triggers, custom fields, Permission sets, etc. Task and Event Objects —includes tasks and events and their related objects. Companies that use CPQ solutions (over using only a CRM), are achieving dramatically shortened sales cycles. Find 10 amazing road biking trails in Victoria, BC. DATA CLOUD CONSULTANT. We analyze the total sales of products within a product group (hereafter simple referred to as groups"). CPQ Artificial Intelligence Documentation. This spares the end-user the hassle of upgrading and managing their client software beyond the browser. User Satisfaction. Out of those, 87% were negatively surprised. 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. market segmentation theory. Of course, these customer-centric tasks are. 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. CPQ helps transform the sales cycle across different manufacturing models: WHITE PAPER Figure1: Typical Quote-to-Order Process in Manufacturing Given below are some manufacturing use cases where the CPQ transformation process is applied. A CPQ solution enables the design of quotes based on customer-specific sales inquiries. 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. Incomplete. The sales team used Excel and PDFs to carry out business transactions prior to implementing PandaDoc. Automated workflows, streamlined approvals, improved order management, and real-time access to product information give both sales teams and customers a smooth journey through the entire process. Businesses may fear or delay pulling the trigger to get started, but the value that enterprise CPQ software can bring more than offsets its relative. If economic growth wanes and consumer purchasing power declines, fewer. Incomplete. A sales cycle is a series of events or phases that occur during the selling of a product or service. Step 7: Plan on Documentation. cycle analysis without a way to deconvolve the seasonal variations from the cyclical ones. 4. Some examples of consumer products are toothpaste, eatables, textiles, computers etc and various such products. Salesforce CPQ Interview Questions and Answers. Starting price: $75. Budgeted Actual Sales $ 5,000 $ 6,000 Cost of Goods Sold (3,000 ) (3,600 ) Gross Margin 2,000 2,400 Variable Cost (1,000 ) (1,200 ) Fixed Cost (500 ) (400 ) Net Income $ 500 $ 800 Based on this information Ashton Company has a. Use PandaDoc’s CPQ software to enhance the customer experience, and save time by creating a fast and easy workflow. Salesforce CPQ is innovative software that enables you create better quotes, improve quoting accuracy, and maximize sales. and/or its subsidiaries. Take your revenue to new heights. CPQ & Billing Growth and CPQ & Billing Plus: contact Salesforce for a pricing quote based on your specific needs. Lead a profitable project-centric business Empower your teams to win more contracts, optimize resource utilization, accelerate project delivery, and get business insights from sales to project financials. These purpose-built solutions crush complexity and deliver certainty for solving problems throughout the revenue lifecycle. Salesforce CPQ (Configure, Price, and Quote) is a native app that helps the users in the closure of. 2. Top 4 DealHub CPQ Benefits. CPQ means Configure, Price, Quote. Unifying all product-to-cash customer touchpoints on CRM allows you to launch recurring revenue streams, transform the customer buying journey, and reduce operating costs. It enables your sales team and channel partners to make smarter decisions and close deals faster by eliminating manual look-ups for the latest product and pricing information. As a valued member of the Revenue Operations team, the Revenue Ops Analyst will be primarily responsible for supporting the Finance teams (New Business and Renewals) in the Salesforce CPQ environment. Official Exam Guide. As already mentioned, Salesforce CPQ is a sales tool for companies looking to rethink their sales closing process. (241) 4. 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. They go together like chocolate and peanut butter. Now there are many types of consumer products as well. CRT-550: Preparing for your Salesforce Certified Marketing Cloud Consultant Exam: See Details.