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Description

Efficiently launch promotions, offers, and products with the CSG Configure, Price, Quote (CPQ) solution. Utilize product definition, pricing, billing, provisioning, and additional features to craft innovative products and promotions. With guided sales wizards, agents can navigate the order process more effectively, ensuring higher order accuracy. CSG CPQ manages all relevant data, rules, and processes linked to products, services, and bundles, covering everything from initial pricing and packaging to billing and inventory management. This streamlining significantly cuts down the time and resources needed to oversee changes in products and prices, ultimately saving you money and accelerating your market entry. You can create new products and promotions tailored to customer preferences, sales channels, and timing considerations. The Billing Configuration Edition simplifies the editing of product portfolios, enabling quick launches and iterations of offers, thus reducing time to market further. Additionally, the Product Configurator is integrated into ACSR, providing agents with the necessary information to craft customer offers efficiently, ensuring that the sales process is both effective and user-friendly. This comprehensive approach enhances the overall sales experience, leading to improved customer satisfaction and loyalty.

Description

Accelerate your quoting process, manage pricing effectively, and secure more deals using Salesforce CPQ. Designed specifically for the leading CRM platform, Salesforce CPQ equips businesses with essential tools to streamline their sales journey from quoting all the way to cash flow. This comprehensive solution is available in three distinct editions, one of which includes complete Quote-to-Cash capabilities that also facilitate billing and collections. With Salesforce CPQ, companies can enhance their sales efficiency and improve overall revenue management.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Bigtincan No 
Bloomreach No 
Canopy No 
Collate No 
CollectXpert No 
Gearset No 
Inspire Planner No 
Kinective Bridge No 
Lago No 
Lyftrondata No 
Metazoa Monarch No 
Momentum No 
Provar No 
RELAYTO No 
Salesforce Agentforce Revenue Management No 
Threekit No 
Ventas CPQ & SMS Solution No 
Workato No 
Zilliant No 
dataimporter No 

Integrations

Bigtincan Yes 
Bloomreach Yes 
Canopy Yes 
Collate Yes 
CollectXpert Yes 
Gearset Yes 
Inspire Planner Yes 
Kinective Bridge Yes 
Lago Yes 
Lyftrondata Yes 
Metazoa Monarch Yes 
Momentum Yes 
Provar Yes 
RELAYTO Yes 
Salesforce Agentforce Revenue Management Yes 
Threekit Yes 
Ventas CPQ & SMS Solution Yes 
Workato Yes 
Zilliant Yes 
dataimporter Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$75.00/month/user
CPQ - $75 per month per user
CPQ+ - $150 per user per month
CPQ+ with billing - price upon request
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

CSG

Founded

1994

Country

United States

Website

www.csgi.com/capabilities/configure-price-quote/

Vendor Details

Company Name

Salesforce

Founded

2006

Country

United States

Website

www.salesforce.com/products/quote-to-cash/overview/

Product Features

CPQ

2D Drawing No 
3D Modeling No 
Approval Workflow No 
Guided Selling No 
Product Configurator No 
Proposal Generation No 
Quotes / Estimates No 
Renewal Management No 
Self Service Portal No 
eCommerce No 

Product Configurator

2D Drawing No 
3D Modeling No 
Analysis & Constraints No 
Custom Pricing Options No 
Inventory Management No 
Recommendation Engine No 
eCommerce No 

Product Features

CPQ

2D Drawing No 
3D Modeling No 
Approval Workflow Yes 
Guided Selling Yes 
Product Configurator Yes 
Proposal Generation Yes 
Quotes / Estimates Yes 
Renewal Management Yes 
Self Service Portal No 
eCommerce No 

Product Configurator

2D Drawing Yes 
3D Modeling Yes 
Analysis & Constraints Yes 
Custom Pricing Options Yes 
Inventory Management Yes 
Recommendation Engine Yes 
eCommerce Yes 

Quoting

Automated Quoting Yes 
Catalog Management Yes 
Client Portal Yes 
Contact Management Yes 
Customer Accounts Yes 
Customizable Branding Yes 
Discount Management Yes 
Forms Creation Yes 
Pricing Management Yes 
Product Configurator Yes 
Proposal Management Yes 

Sales Acceleration

CPQ No 
Campaign Management No 
Dialer No 
Email Sequencing No 
Email Templates No 
Email Tracking No 
List Building No 
Meeting Scheduler No 
Predictive Analytics No 
Reporting No 
Sales Gamification No 
Sales Intelligence No 
Sales Workflow Management No 

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