Get Started with Salesforce CPQ | Salesforce CPQ Basics
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Salesforce CPQ Basics
Because Your Team Has Been Using Sticky Notes to Track Deals
Well maybe not sticky notes, but there’s been a lot of manual updating going on. Bottom line: You know you need a new solution because your current system isn’t working.
You and the other Infinity Solutions sales reps assemble quotes by hand and hope you have the right products and prices.
Your customers wait for a quote that may not be accurate when it finally arrives.
Infinity Solutions sales operations staff are always reminding you to update the opportunity and related systems, or fix the data when it’s wrong.
At the end of the day, with enough effort, you do close your deals. Eventually. Hopefully.
You’ve thought about building a homegrown solution to help the process move a little faster, but you know that these solutions are often difficult to maintain. At your last job, only one person knew how to maintain the tool, and that person single-handedly kept the ship afloat.
You also know that if Infinity Solutions builds its own CPQ tools, you’ll be lucky if the tools play nicely with Salesforce and other systems and give you complete integration. If you’re not lucky, your team will have to hire someone to manually transfer data across all your systems.
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