CPQ for Salesforce Accounts

Supercharge your sales team with the CPQ for Salesforce Accounts.

  • 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 for Accounts in Salesforce to get the right price for every customer, every time.

CONTRACTED PRICING

  • Specify an Account-specific price to be used for a Product
  • Allow prices to be inherited through Parent Account
  • Price, Discount & Date controls to prevent manual overrides

PRICING PARTNER ACCOUNTS

  • Designate an Account as a Pricing Partner (e.g. Referral Partner)
  • Use Contracted Pricing on the Pricing Partner Account
  • Link Pricing Partner to an Opportunity/Quote to use its pricing

SEGMENTED ACCOUNT PRICING

  • Adjust the Sales Price for groups of Products for groups of Accounts
  • Adjusted Prices can be inherited through Parent Account
  • Additional Price, Discount & Dependent Line Item controls

ACCOUNT-SPECIFIC PRODUCTS

  • Allow a product to only be added as a line item for specific Accounts
  • Automatically set a new sales price for the product for each Account
  • Apply additional Price, Discount & Expiry controls

DYNAMIC ACCOUNT PRICE LIST

  • Display a searchable table of prices for products for an Account
  • Incorporates all automated price changes made by Flexpricer
  • Table of search results exportable as a PDF or CSV

ACCOUNT DISCOUNTS

  • Account-level discount automatically applied to each line item
  • Products may remain undiscounted using Exclusion Strategies
  • Optionally allow Contracted Prices to inherit the discount

ACCOUNT PRICEBOOK

  • Set Pricebook on an Account to be used on new opportunities
  • Account Pricebook used as the default pricebook for Account Price List

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

Learn how Flexpricer is the clever CPQ for Salesforce Accounts 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.