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You are here: / CPQ for Finance in Salesforce

CPQ for Finance in Salesforce

Bring benefits to your finance team with the CPQ for Finance in Salesforce.

  • Guided Selling helps sales teams get the right combination of products onto an opportunity or quote, at the right price
  • No need to maintain spreadsheets of data for a complex product catalog when that data can just be in Salesforce.
  • It helps simplify product selection with built-in automation and recommendations.

In summary, Guided Selling helps save time and increases productivity, allowing sales representatives to focus on their important tasks, such as building relationships with clients and closing sales – rather than admin.

Guided Selling Salesforce

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Learn about CPQ features for finance in Salesforce with Flexpricer®

DUAL-SIDED PRICING (COST PLUS MARKUP / MARGIN)

  • Calculate a line item’s Sales Price based on a cost plus mark-up %
  • Calculate a line item’s Sales Price based on a cost with margin %
  • Update the mark-up / margin % to generate a new Sales Price
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PROFIT CALCULATOR

  • Get instant calculation of line item profit margins
  • View total margin for the opportunity/quote in cash and %
  • Controls to display or hide margins from users
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PRICE LOCKS

  • Make the Sales Price of an individual product read-only for a user
  • Excludes product from automated price changes and discounts
  • Bypass the lock for Administrators
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FINANCE SCHEDULES

  • Spread opportunity amount between start and end dates
  • Define dates on line items to distribute price across months
  • Monthly schedule calculated based on number of days in the month
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PRICING CONTROLS

  • Control Price & Discount Edits on Contracted Pricing
  • Control Price Edit & Max Discount % on Segmented Account Pricing
  • Lock Discount on Configurator Options

Get started with CPQ for Finance in Salesforce by collaborating with a specialist today.

Learn how Flexpricer is the clever CPQ for finance in Salesforce and can help your sales team become more streamlined, efficient and accurate.  Book a FREE discovery call with one of our friendly product experts to find out more.

COLLABORATE WITH A SPECIALIST