SAP CPQ and Salesforce: happily ever after
transforming how businesses handle sales from opportunity to quote
Integrate your sales and customer management processes seamlessly with our SAP CPQ and Salesforce CRM integration. This partner-based solution is designed specifically for SAP clients and supports both major quoting engines, transforming how businesses handle sales from opportunity to 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 streamline operations tailored to business needs.
Dynamic Update and Attachment Features
Automatic updating of existing products in Salesforce when sending data from SAP CPQ items, along with the ability to attach every revision of a quote 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.
Key Benefits
Streamlined 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.
Integrations
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.
Enables configuration of custom actions within SAP CPQ to create or update opportunities in Salesforce based on the activities in SAP CPQ. This integration also allows the creation of new quotes directly from Salesforce opportunities, linking the data seamlessly.
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.
An essential tool for businesses looking to enhance their quote-to-cash processes
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.
Got questions?
Call us:
+371 203 033 22 (Europe )
+1 (202) 788 01 00 (North America)