Evaluating the Configure, Price, Quote (CPQ) Procedure within the Salesforce Platform.

CPQ In Salesforce?

CPQ stands for configure, price, and quote. CPQ can benefit your business and help your Sales Representatives to overcome common sales hurdles. If they use legacy quote configurators, are manually reviewing quotes, or seem to have a habit of sending inaccurate quotes to prospects, it’s time to look into CPQ software.

Simplifying important processes like submitting proposals is essential to making sales processes lean. Because Salesforce CPQ is integrated with Salesforce CRM, the information sales teams need is available on their mobile devices. The process of delivering quotes becomes a lean, efficient activity. “Spending time developing or providing the wrong product or service is a tremendously wasteful use of time and resources

Advantages of? Salesforce CPQ

CPQ provides the following key advantages to businesses, especially the sales team.

• ?Time: Sales representatives are stuck, depending on Excel sheets and emails with regard to the last phases of their sales cycle. Rather than proceeding to their next bargain, they may waste a lot of their time getting contract approvals or quoting the prices of products. Salesforce CPQ changes this by giving sales representatives access to the data they need to accelerate the quotes.
• Customer Satisfaction: Salesforce CPQ helps the sales teams to achieve their CRM goals. Salesforce CPQ gives alerts whenever a product is upgraded or contract renewal is required. These advance notices can help teams to cross-sell or up-sell. Salesforce CPQ would then be able to help the sales teams in suggesting the best items and services to the client. This speed and accuracy help block-based attain a significant level of customer satisfaction.
• Manage: It gives full control and visibility to sales teams. Many sales teams operate in a disorderly manner. Many times teams accidentally give unapproved pricing or promise products that are no longer available. It becomes difficult for teams to track, analyze, or forecast accurately. Salesforce CPQ organizes data and gives sales representatives a clear picture of what they can offer customers in an orderly and accurate manner.
• Accurate: Salesforce CPQ helps increase sales by giving accurate quotes. It helps automate the time taken by teams in going back and forth, and discussing new projects. All the configuration and pricing data is already fed into the Salesforce CPQ and hence, it helps the sales team to crack a deal in less time while maintaining quality.

Key Features

• Product Structure
• Price Book Rules and Entries
• Discount Approval and Order Management
• Renewal and Amendment process

CPQ Testing Features

• All the user-friendly features in CPQ that complement the Sales process make the functional testers work harder to verify the business flow and functionalities??
• The important part that a QA should be concentrating, and verifying is the Configured product structure and their pricing with respect to the business locality. The configuration may involve single products/ interlinked products as well as bundle??
• The second part is the Opportunity creation with the products that have been quoted along with the sub-product and pricing reflection which may also involve the discount approval and renewal process.
• Next validation is the custom calculations implemented based on the CPQ feature calculation in the system
• E-Sign (CPQ DocuSign) validation and verification of the PDF document generated and sent for approval as per the business requirements. Testers should verify the calculations and the amount dues are precise which in turn will proceed with ordering the purchased products
• Validations from the QA end should be given more importance when the CPQ data are reflected in custom implementations
• Bulk data testing becomes complex with CPQ features as it may involve an update of calculation for many records at a time but as a QA we must make sure that all the updates align with the business requirement and do not have any negative impact
• Historical data update verification should also make sure that no SQL / Governor / Apex Limit errors are thrown during the verification
• Test Scenarios should be sorted out considering the business flow as well as the CPQ features; both positive and negative test cases are to be covered and documented with proper conversions

Conclusion

To make Sales teams sell faster with accuracy,?would always recommend CPQ paired with Salesforce which makes the business profitable. After implementation, the verification of the CPQ features is handled by testers.

Testing: This serves the purpose of validating all the behind-the-scenes work that goes into generating a quote for your customer.

Are your pricing tables correct?

Are all the correct products being added to the quote?

Wait a second…back that bus up. Before you even get to the point of creating a quote, you need to know who the customer is!