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While this diversified approach expands reach and revenuepotential, it also introduces significant pricing complexities that can impact profitability, brand perception, and customer trust. This structured approach accelerates deal closure while protecting profitability eliminating rogue discounting that eats into revenue.
Back-and-forth emails between sales, finance, and management for approvals. How CPQ Works in Your Sales Tech Stack Unlike standalone spreadsheets or rigid ERP-based pricing tools, CPQ integrates seamlessly with: CRM Systems: Pulls in customer data for personalized pricing. Fully integratedreal-time syncing with CRM & ERP.
Step 2: Creating Quote Generates quotes by pulling relevant customer data from CRM systems and applying accurate pricing rules based on the customers specific needs. Step 5: Recording Data Once the quote is finalized, the data is pushed back into the CRM for easy storage, keeping customer records up to date.
4- Seamless Integration: Breaking Down Sales Silos CPQ isnt a standalone toolits the connective tissue between CRM, ERP, and other business platforms. Consistency across teams : Sales, finance, and operations work with unified data. Draft, review, and send proposals directly within Salesforce CRM.
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