In today’s fast-paced business environment, sales teams must deliver accurate quotes quickly while managing complex configurations, pricing rules, and customer expectations. Manual quoting processes are no longer sufficient to keep up with the demand for speed and accuracy. Enter CPQ (Configure, Price, Quote)—a powerful tool that automates the entire quoting process.

 

At Perigeon, we specialize in implementing Salesforce CPQ, enabling businesses to streamline sales, enhance accuracy, and deliver a seamless customer experience.

 

What is CPQ?

CPQ is a sales tool that helps businesses configure products or services, calculate accurate pricing, and generate professional quotes. It integrates with your CRM to ensure sales reps have real-time access to customer data, streamlining the sales process.

 

Key Features of CPQ

1. Product Configuration

Configure complex products with ease using guided selling and customizable rules.

• Example: A telecom provider creates bundles of internet, TV, and phone plans tailored to customer needs.

2. Dynamic Pricing Rules

Automate pricing with real-time updates based on discounts, bundles, and volume.

• Example: Apply tiered discounts automatically for bulk orders.

3. Instant Quote Generation

Generate error-free, professional quotes in minutes with all the details customers need.

4. Integration with Salesforce CRM

Sync quotes with customer records, providing a 360-degree view of the sales process.

 

Benefits of CPQ for Businesses

1. Improved Sales Efficiency

Automate repetitive tasks, enabling sales reps to focus on closing deals.

2. Increased Revenue

Upsell and cross-sell opportunities are built into the CPQ process, boosting deal sizes.

3. Enhanced Customer Experience

Deliver accurate quotes faster, building trust and satisfaction.

4. Reduced Errors

Rules-based pricing eliminates manual mistakes in quotes and configurations.

 

How Perigeon Can Help

At Perigeon, we are experts in implementing Salesforce CPQ tailored to your business needs.

 

Our Services Include:

1. Implementation: Set up Salesforce CPQ to streamline quoting workflows.
2. Customization: Configure pricing rules, product bundles, and approval workflows.
3. Integration: Connect CPQ with Salesforce CRM, ERP, and other tools for a seamless experience.
4. Training and Support: Equip your team to use CPQ effectively and troubleshoot issues.

 

Real-World Success Story

A B2B SaaS company partnered with Perigeon to implement Salesforce CPQ. By automating their quoting process, they reduced quote turnaround times by 50%, increased upsell revenue by 30%, and improved sales team productivity significantly.

 

Conclusion

CPQ is more than a sales tool—it’s a game-changer for businesses seeking to improve efficiency, accuracy, and customer satisfaction. With Perigeon, you can unlock the full potential of Salesforce CPQ and transform your sales process.

 

Ready to simplify your sales workflows? Contact Perigeon today!