Salesforce CPQ (Configure, Price, Quote) is a tool that helps sales teams quickly generate accurate quotes for complex products or services by automating the quoting process. It integrates seamlessly with Salesforce CRM, allowing users to configure products, set prices, apply discounts, and create proposals directly within Salesforce.

2025年2月25日 · CRM software with CPQ package: For the best outcome, companies can invest in a fully integrated solution from a single software vendor. This eliminates the need to write custom code or rely on APIs to establish seamless connections between the CRM and CPQ systems. Since the integrated systems already share a data platform, businesses can easily ...

Zoho CRM's CPQ tool enables you to configure automation at the line-item level. It offers a detailed tabular presentation of the line items added, quantity selected, and calculation of the list price and applicable discounts.

2023年12月21日 · 使用Zoho CRM系统中集成的CPQ功能，非常简单和方便。 你只需要按照以下几个步骤，就可以为你的客户提供最佳的报价方案： ·创建报价： 在Zoho CRM系统中，你可以在客户菜单下创建一个新的报价。

2024年11月27日 · CPQ是“Configure, Price, Quote”的缩写，中文翻译为“配置、定价与报价”。 它是一种专门用于优化销售流程的软件工具，帮助企业快速生成精准的报价，尤其适用于产品复杂、定价灵活的行业。 1. CPQ的核心功能. 配置（Configure）： CPQ工具允许销售人员根据客户需求，快速配置产品或服务组合。 例如，对于拥有多种产品型号、规格和选项的企业，CPQ可以通过规则引擎自动筛选出符合客户需求的产品组合，避免配置错误。 定价（Price）： CPQ工具能够 …

2024年12月17日 · 现代CRM系统通过集成CPQ功能，为企业提供了一个集中的平台来管理复杂的产品配置和报价过程。 这些系统通常具备以下特点： 产品模型构建： CRM系统允许企业构建复杂的产品模型，包括各种组件、选项和定价规则。 这使得销售人员能够快速为客户创建定制化的报价。 自动化报价： 通过自动化的报价流程，CRM系统可以根据预设的规则和参数自动计算价格，大大提高了报价的速度和准确性。 实时数据更新： CRM系统中的CPQ功能可以实时更新价格和 …

CPQ是（Configure Price Quote）配置、价格、报价的缩写，当企业有产品复杂度高或产品可配置性强的特点时，通过整合各种变量优化产品配置及定价，同时考虑成本和竞争等内外部因素，给客户快速提供最佳报价的解决方案。

Tools like customer relationship management (CRM) and configure, price, quote (CPQ) software can streamline your deal-making. In this article, you’ll learn the roles of CPQ and CRM systems and how they differ. You’ll also understand the benefits of integrating these systems and get practical steps to connect your CRM and CPQ for maximum efficiency.

What are CRM and CPQ systems? CRM (Customer Relationship Management) systems manage customer interactions and data. CPQ (Configure, Price, Quote) systems automate the product configuration and pricing process. Together, they streamline sales operations, improve customer relationships, and enhance quote accuracy and speed. How do CRM and CPQ ...

2025年1月15日 · CPQ and CRM work together to enhance the sales process. CPQ uses product data from ERP and customer data from CRM to generate accurate quotes, turn them into purchase orders and invoices, and update inventory and sales figures to provide a complete view of the customer and their order history and your business’s financial health.