SAP CPQ and Salesforce: happily ever after
Automate your Quote-to-Cash process from Salesforce with SAP CPQ
Bridge the gap between SAP CPQ and Salesforce CRM. This partner-based solution gives SAP clients a unified view across both major quoting engines, improving accuracy and speed from the first opportunity to the closed quote.
Key Features
Two Main User Journeys
Opt for the opportunity-first approach where users start with a Salesforce opportunity to create new quotes in SAP CPQ, or the quote-first approach, initiating quotes in SAP CPQ and then updating or creating opportunities in Salesforce.
Document Generation and Management
Users can generate documents directly from SAP CPQ quotes and send them to Salesforce, where they are stored in the Notes & Attachments section, ensuring all documentation is centrally accessible.
Enhanced Quote and Opportunity Integration
Manage and synchronize quotes and opportunities between SAP CPQ and Salesforce with high efficiency. Create or update Salesforce opportunities directly from SAP CPQ and vice versa.
Advanced Configuration Settings
Set primary quotes for opportunities, attach quotes immediately upon creation, and exclude specific product types from syncing to optimize operations tailored to business needs.
Dynamic Update and Attachment Features
With Salesforce SAP CPQ, existing products in Salesforce are automatically updated when sending data from SAP CPQ items, and every revision of a quote can be attached to the same Salesforce opportunity.
Customizable Actions
Includes features such as detach from opportunity, attach Salesforce opportunity to quote, and post quote notes into Salesforce opportunity chatter for enhanced communication and record-keeping.
Simplified Sales Processes
Integrates front-end opportunity management with back-end quote configuration, reducing manual data entry and the potential for errors, speeding up the sales cycle.
Enhanced Data Accuracy and Accessibility
Ensures that all relevant data is synchronized between SAP CPQ and Salesforce, providing sales teams with up-to-date information and reducing discrepancies.
Flexible Sales Management
Adapts to various sales approaches and strategies through customizable settings that accommodate different business models and customer interactions.
Improved Operational Efficiency
Automates and simplifies complex sales processes, allowing sales teams to focus more on selling and less on administrative tasks.
Greater Customer Satisfaction
Delivers a seamless customer experience by maintaining consistent and accurate data across platforms, which helps in meeting customer expectations and building trust.
Risk Reduction
By allowing SAP CPQ to handle more of the operational details and risks associated with quote and order accuracy, companies can reduce the burden on sales staff and decrease potential conflicts or errors.
SAP CPQ and Salesforce Integration
Directly integrates SAP CPQ with Salesforce CRM, allowing real-time updates and data synchronization across both platforms. This ensures that every change made in SAP CPQ reflects instantly in Salesforce and vice versa.
Supports advanced data synchronization capabilities that maintain accuracy and consistency of information between the two systems, such as customer details, quote data, and opportunity updates.
Integration between SAP CPQ and Salesforce enables configuration of custom actions to create or update opportunities directly in Salesforce. It also allows new quotes to be generated from Salesforce activities, keeping both systems synchronized and sales data consistent.
Provides features that facilitate the management of quotes and opportunities across platforms. This includes setting a quote as primary within Salesforce when updated from SAP CPQ or creating corresponding quote objects in Salesforce when new quotes are initiated in SAP CPQ.
Our SAP CPQ and Salesforce CRM integration is an essential tool for businesses looking to enhance their quote-to-cash processes. By bridging the gap between SAP CPQ and Salesforce, companies can enjoy a more streamlined, efficient, and flexible sales operation. This integration not only simplifies the management of sales and customer data but also enhances the overall customer experience by providing a unified approach to sales management.
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