Efficiency and accuracy in the sales process are crucial for increasing your profits. Salesforce Configure, Price, Quote (CPQ) solutions streamline and automate the quote-to-cash cycle, enhancing productivity and customer satisfaction. However, to fully leverage the power of Salesforce CPQ, partnering with Aspire CRM’s managed services and training can transform your sales operations post-deployment. Here’s how Aspire CRM supports your business in every aspect of Salesforce CPQ, ensuring long-term success.
What is Salesforce CPQ?
Salesforce Revenue Cloud, previously known as Salesforce CPQ, is an advanced CPQ software that offers native integration with Salesforce, which significantly extends the sales capabilities of your Sales Cloud CRM. As the most popular CPQ software globally, it provides various tools and features for customising your business needs.
CPQ solutions are built to create and manage quotes, configure products, calculate pricing, and produce quote documents. CPQ tools also include approval flows, order management, contract lifecycle management, and connections to eCommerce and external portals. CPQ also offers Quote-to-Cash (QTC) functionality. This covers the entire sales process from orders, contracts, invoicing, and payment collection to cash. Aspire CRM ensures these processes are optimised and managed efficiently.
How Aspire CRM Supports CPQ Tools Post-Deployment
Streamline and Automate the Whole Lead-to-Cash Process:
A robust CPQ solution automates manual, error-prone work and accelerates deals through the quoting, ordering, and billing phases. Aspire CRM guides your sales reps to select the right products, apply optimal discounts, quickly generate proposals, convert quotes into orders or contracts, and even create invoices and collect payments. Approval processes are a quality assurance layer, maintaining control over sales and discounts. Aspire CRM’s solution architects, with years of experience, design and implement the best lead-to-cash process tailored to your business.
Manage Complex Product Configuration and Pricing:
CPQ tools offer guided selling, value-based selling, and configurable bundles to simplify product selection, configuration, and pricing for sales reps. This ensures accurate pricing, regardless of the pricing model, allowing sales reps to focus on selling. Aspire CRM guarantees that your product pricing will always be correct, irrespective of your pricing model.
Effortlessly Sell and Manage Subscriptions:
Selling subscriptions, with their varying contract lengths and frequent amendments, can be complex. Aspire CRM leverages Salesforce CPQ’s subscription engine to calculate the correct price and automatically manage contract changes and renewals, reducing manual work and errors. Aspire CRM’s expertise in Salesforce CPQ’s standard features also simplifies handling customised pricing, discounts, and terms.
Enable Sales Through Different Channels:
Salesforce CPQ functionalities can be accessed via Experience Cloud portals or integrated with B2B Commerce, applying contracted prices automatically and connecting to Salesforce Billing if needed. Creating a well-integrated solution that involves multiple applications enhances efficiency for all stakeholders. Aspire CRM helps you set up these integrated solutions, ensuring seamless sales operations across various channels.
Choose the CPQ Experts at Aspire CRM
A good CPQ tool brings control and guidance to the sales process, simplifying life for various teams and stakeholders. Aspire CRM’s dedicated CPQ team has deep knowledge and extensive experience in product modelling, business processes, and configuring industry-leading solutions. We work with several CPQ & Billing platforms to ensure the best fit for your business. With hundreds of successful implementations, Aspire CRM elevates sales teams and performance with tailored sales solutions. No matter your industry, we apply best practices and innovative ideas while challenging the norm to help you achieve your goals.
CPQ Software Supported by Aspire CRM
Salesforce Billing:
Salesforce’s native billing product manages invoicing, payment collection, and revenue recognition.
Revenue Cloud:
Salesforce’s suite for CPQ & Billing products offers various licence versions with different features.
Salesforce Industries Cloud (formerly Velocity):
Industry-specific solutions cover a significant part of the quote-to-cash process.
Epicor CPQ (formerly KBMax):
A third-party application that enhances Salesforce CPQ/Revenue Cloud for advanced product configuration, including 3D visualisation and CAD tool integration.
Tacton:
A standalone application for extremely advanced product configuration and 3D visualisation, integral to Salesforce.
How Aspire CRM Helps with Managed Services and Training
Salesforce CPQ Managed Services:
1. Expertise and Experience:
Aspire CRM’s managed service providers bring specialised knowledge in Salesforce CPQ, ensuring your solution is implemented correctly, optimised for your needs, and continuously updated.
2. Cost-Effective:
Managed services offer a cost-effective alternative to hiring and training an in-house team, providing expert support without overhead costs.
3. Focus on Core Business:
Outsourcing CPQ management allows your team to concentrate on core activities, increasing productivity and strategic focus.
4. Scalability:
Aspire CRM’s managed service providers scale their services to match your growing business needs, ensuring robust and efficient CPQ systems.
5. Continuous Improvement:
Ongoing monitoring and optimisation of your CPQ system proactively address issues and implement improvements.
Training: Empowering Your Team for Success
1. Comprehensive Onboarding:
Aspire CRM provides extensive onboarding training tailored to your team’s needs, including hands-on workshops, webinars, and guides to ensure proficiency with Salesforce CPQ.
2. Ongoing Education:
Continuous training programmes keep your team updated on new features, best practices, and industry trends, maintaining productivity and fully utilising Salesforce CPQ capabilities.
3. Customised Training Modules:
Aspire CRM’s customised training modules address your specific business processes and use cases, ensuring relevance and immediate applicability.
4. Support and Resources:
We offer many resources, including user manuals, video tutorials, and a knowledge base, empowering your team to troubleshoot issues and continue learning independently.
5. User Adoption and Engagement:
Practical training fosters user adoption with gamification elements, certification programmes, and regular assessments to motivate and engage your team.
Conclusion
Aspire CRM’s Salesforce CPQ managed services and comprehensive training programmes offer a strategic advantage for optimising your sales process post-deployment. Leveraging expert knowledge, reducing costs, and enabling your team to focus on core activities drives efficiency, accuracy, and growth. Investing in Aspire CRM transforms your sales operations, empowering your team to fully utilise Salesforce CPQ and secure lasting success and a competitive advantage in the market.
