FAQs
Quotes in Salesforce

CPQ Software

CPQ (Configure, Price, Quote) is a software solution that helps companies create quotes faster and more accurately. It enables the sales team to configure products or services quickly and easily by automatically calculating the available options and prices.

Quotation generation

CPQ systems can also be used to generate quotes that are customized to the customer's needs. This can help increase close rates and shorten sales cycles. Some CPQ systems also offer integrated sales process management tools that allow the sales team to approve and monitor quotes faster.

Optimized pricing

Another benefit of CPQ systems is that they automate pricing, ensuring consistency of prices. This prevents offers from being unintentionally under- or overpriced.

More efficiency in sales

CPQ systems can also help to increase efficiency in the sales process as they reduce the manual input of product and pricing information. This allows the sales team to focus on sales calls and maintaining customer relationships instead of dealing with administrative tasks. Some of the important CPQ providers are Salesforce(What is Salesforce? >> insert link here), appero quote CPQ Light (native in Salesforce), Oracle and SAP.

Definition of Salesforce App

Salesforce is a leading Customer Relationship Management (CRM) platform that helps companies manage and improve their customer relationships. An application or app in Salesforce is a tool or functionality that can be added to customize the platform to an organization's needs.

Salesforce applications offer a number of benefits, including

• Integration: Salesforce integrates effortlessly with other systems and applications. Many applications in Salesforce can be integrated with other systems and tools to enable seamless data exchange.

• Centralization: All customer information is stored in one place and can be easily accessed by all users.

• Real-time reporting: Salesforce provides real-time reports and dashboards that enable quick decision making.

• Mobility: Salesforce applications are available on mobile devices, allowing users to work on the go.

• Customizability: Applications can be adapted to a company's specific needs.

• Security: Salesforce has robust security features to protect the organization's data.

• Customer support: Salesforce offers comprehensive customer support, including training and resources.

• Wide range of applications such as customer relationship management (CRM), marketing automation, financial management, project management and much more.

Applications in Salesforce can be self-configured or purchased through the Salesforce AppExchange, an online marketplace for Salesforce applications.

Salesforce originally started with a very simple user interface. In order to create a more visually appealing user interface and more customization options, a new front-end technology called "Lightning" was introduced.

Additional apps from the AppExchange must support this technology in order to provide the user with a consistent user experience with uniform operation.

Example of a Lightning app: appero quote on AppExchange

A CRM is subject to high data protection and security requirements. Competition-sensitive data such as prices and discounts in quotations are particularly confidential.

A quotation module that runs exclusively on the customer's Salesforce platform and does not access third-party systems or even transfer data to them is designated as a "native app" on the AppExchange.

Example of a native app: appero quote on AppExchange

The appero quote module is characterized as a native Lightning CPQ with a focus on the simple and fast creation of visually appealing quotes.

The focus is less on complex product configurations and more on comprehensive pricing and discount calculations.

Example of a CPQ-Light app: appero quote on AppExchange