Salesforce CPQ

Cloud CPQ and billing empower customers at every touchpoint, enhancing pricing accuracy for real-time quotes that align with your schedule. This adaptable tool offers quick ROI and keeps data accessible for all teams, allowing sales to focus on their primary tasks.

Platform advantage

Price Management Solution

Quick pricing quotes across all product lines ensure customers receive the best quote every time, with dynamic bundling. You can set custom pricing based on customer attributes like location. All quotes are configured using familiar Salesforce workflows, so you can keep your existing processes.

Contract Intelligence

Automate discount policies using flexible discount types that can adapt to any business model. Additionally, you can integrate Salesforce CPQ with Salesforce Commerce to effectively manage your product catalog, promotions, and pricing.

Automated Quote Approval

Enable quote managers to review data within the workflow before sending quotes to get approvals faster. No more waiting for approvals; with full integration into standard Salesforce workflows, you can approve quotes, orders, and invoices all from one place.

Global Tax Support

Eliminate manual taxation processes with Salesforce CPQ integration, which automatically calculates and applies taxes based on the customer's billing address. This ensures accurate and appropriate tax charges every time, across all product lines!

Features of Sales Cloud

  • Policy management

    Create standardized contracts that can be applied to accounts based on specific contract requirements.

  • Product Configurator

    Configure and manage various types of similar products using a visual editor that requires only image details from you to automatically generate a comparable product.

  • Price Books

    Provide sales representatives, customers, and partners with access to price lists that can serve as reference points during quoting, selling, or purchasing. This allows users to view multiple products within the same notebook.

  • Payment Type Tracking

    Track all payment information to gain better visibility and control over your cash flow. This allows you to establish payment terms for accounts, check credit limits, and utilize various billing plans.

  • Integration

    Connect your billing system to Salesforce to gain better control over your sales pipeline and simplify your invoice creation process.

  • Debt Tracking

    Monitor debts and credits on your invoices to maintain a complete record of payments made and outstanding amounts.

Business Impact

Accurate quotes

Sales representatives can access real-time pricing data for all products, ensuring that quotes accurately reflect what customers will pay instead of just showing list prices.

Stay updated

Automatically synchronize billing information with Salesforce, ensuring that representatives always have the latest status on every deal.

Get more deals

  • Provide precise quotes to customers by easily configuring products to meet their needs.
  • Calculate the total cost so you can secure more deals with competitive offers.

Automated calculations

Reduce order processing costs by automating quote calculations and approvals. This will ensure consistency across your business, allowing everyone to use the same pricing data at all times.

Analytics intelligence

Managers gain the insights necessary for informed decision-making through real-time analytics that indicate which orders have been processed manually or require their attention.

Case Studies

Industry: Manufacturing

The company offers a range of conduit solutions for telecommunications, power utility and other accessories. They were facingchallenges with their existing Salesforce Sales Cloud instance and SAP ERP system. They were facing too many data integration challenges, their product and pricing configurations in SAP were too complex which led to hinderance in Sales and operations. Our team did a thorough health-check of existing orgs, migrated existing Salesforce Classic Sales Org to Lightning and implemented CPQ to simplify and automate their contracting process

Marketing Cloud
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Case Studies

Case Study | Dole Packaged Foods

Accelerating Dole’s Development Time From 9 Months to 6 Weeks

Dole Packaged Foods was struggling with the manual creation of material master data. MOIT supported the team in designing and developing a user-centric web app that digitized every role and workflow across the entire materials creation process.

  • 6
    Weeks to New App
  • 9
    Months Before MOIT

“We needed a mobile solution for our SAP systems that could be deployed easily and quickly. The solutions from MOIT were deployed in weeks.”

Gabe Dellevigne

Head of Digital Transformation, Dole

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