Wat is Salesforce CPQ & Billing?
Wie gebruikt Salesforce CPQ & Billing?
Klanten van Salesforce CPQ variëren van kleine bedrijven tot grote ondernemingen, verspreid over high-tech, productie, HLS en meer.
Waar kan Salesforce CPQ & Billing worden geïmplementeerd?
Cloud, SaaS, Web, Android (mobiel), iPhone (mobiel), iPad (mobiel)
Video's en afbeeldingen van Salesforce CPQ & Billing
Vergelijk de kosten van Salesforce CPQ & Billing met soortgelijke producten
Functies van Salesforce CPQ & Billing
- Aanpasbare branding
- Beheer van offerteaanvragen
- Bestellingen bijhouden
- Bijhouden van vervaldatums
- Configuratie op basis van regels
- Contract- en licentiebeheer
- Controle van goedkeuringsbeheer
- Elektronische betalingen
- Elektronische handtekening
- Geautomatiseerde offertes
- Gegevens importeren en exporteren
- Integraties van derden
- Prijs- en kostenberekeningen
- Prijs- en margebeheer
- Rapportage en analyse
- Realtime productvisualisaties
- Voortgang bijhouden
Alternatieven voor Salesforce CPQ & Billing
Reviews over Salesforce CPQ & Billing
Salesforce CPQ is Great!
Opmerkingen: My experience has been great - I am a frequent user of quotes and this system makes it easy and efficient for creating professional quotes.
Salesforce CPQ allows me to easily go in and create quotes with different formats without allowing users to adjust things they shouldn't. You can add the quotes to things like simple quotes clients can sign to SOW's and more.
I know it was quite difficult to implement for my team. It took a few months to have it completely built out.
Better for Simpler Pricing Modules
Opmerkingen: Overall its easy to maintain and allows for native SF features which makes it a great add on for customers already using Sales Cloud.
Since this is obviously an SF platform- the ease of implementation is great as well as the fact that there is not a huge learning curve- it operates just as other SF objects.
It can be very complicated to implement a pricing structure if you do not have a "simple" pricing module. We have tried 3 separate times (& used certified experts and contractors) to try and implement our pricing module and it did not work- I will say our pricing structure is much more complicated than it should be but its still been a huge issue.
CPQ requires a lot of clicks and is far from intuitive
Opmerkingen: It streamlines approvals somewhat, and makes for a more standardized quoting system, so I understand the business reasons for switching to it, but from an end user perspective, it has been a huge pain to use.
The thing I like the most about CPQ is that it allows me to keep multiple quotes attached to one opportunity a lot easier. There are also some great ways to add multiple products and makes that aspect of quoting easier.
CPQ was recently introduced at my org and it is so cumbersome to work through. It requires a lot of clicks and updating price/making price changes is very difficult. Creating a quote used to take me about 5 minutes and now it takes about 20 depending on the complexity. Maybe I'll get used to it and more familiarized, but it definitely isn't intuitive or efficient.
Huge feature set with multi-level deployment options - takes some getting use too
Opmerkingen: Large scale tracking of employee, customer and device information to include maintenance and tasking necessities. Generates an integrated DB option that allows for global tracking, management and metric options with a broad reporting feature.
The broad scope capabilities of Salesforce allow for a multi-departmental integration and deployment functionality with multi-scope database options. Integration with third-party systems is phenomenal, and the allowance of homegrown development is almost limitless when designing to the needs of your organization. Speed of deployment and development is only mitigated by internal knowledge but a large knowledge base and user set globally assist in speed of change.
Despite the large scale integration options with salesforce there can be a slowed user capability due to functional UI. This can of course be customized to meet the needs of your internal customers, but still requires considerable training to the tools available. Ensuring internal department integration and assistance will speed an organization to use.
Not as easy to integrate as it is made out to be
Opmerkingen: I need to put this disclaimer in front of what I'm about to write, because it will sound critical. I left the company using CPQ about seven months after we started to integrate it into our SalesForce platform. So, it may have ended up being a success. At the time I left, it was not a success. Not a failure either. Maybe the payback was still coming. It was sold to us as being a quick, seamless integration that would be easy to get up and running and customized to our business model. It was not that. It is a potentially elegant solution that we wanted to use so we could scale up our selling process and hopefully reduce the sales cycle. There was no evidence that it succeeded in doing that for us.
I love the concept of starting the quoting process and having that all captured in the CRM database. Also, that it looks and feels like SalesForce so the sales people are not scared off by it immediately.
The spin-up was very difficult. It did not work as seamlessly as advertised. Ultimately, it required us to rely on a consulting agency that did not show the same level of quality and customer service that one would expect if dealing directly with SalseForce. It turned out to be much more costly than expected to implement this "plug-in."