What is CPQ (in Salesforce)? | Understand Salesforce CPQ Benefits and other CPQ tools in Salesforce
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- Опубліковано 17 чер 2017
- In this video, He has explained Configure Price Quote (CPQ) in Salesforce by dividing this topic into 4 basic points, which are:
1. What is the basic sales process in any company?
2. What is CPQ and Where it is required?
3.Benefits of using CPQ.
4. CPQ tools in Salesforce (Salesforce CPQ, APTTUS, PROS, Callidus Cloud)
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Grow your business with THE BEST SALESFORCE IMPLEMENTATION and CONSULTANCY SERVICES
Reach us out here: cyntexa.com
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Get the BEST SALESFORCE COURSES & TRAINING here shreysharma.com
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STALK ME ON:
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Shrey is the Chief Executive Officer at Cyntexa which is considered as one of the top Salesforce Consulting Partner in USA, UK, UAE, Australia, Singapore & India having a vibrant team of 100+ certified Salesforce experts which include developers, architects, consultants, administrators, and MVPs.
Shrey took Cyntexa from 5 to 100+ people in less than 1.5 years while multiplying the revenues by 8 times. Shrey is an entrepreneur since the age of 13 as he was buying and selling stuff and making money in the school itself. Shrey is the Youngest Salesforce MVP in the world who firmly believes in providing value to the people and building long term value-based relationships. His mission is to disrupt the way professional technical services are delivered by bringing back the empathy for the end-user rather than being operational and transactional.
Shrey is popularly known as Salesforce Hulk in the Salesforce ecosystem as he was the first one to start creating videos on Salesforce on his UA-cam channel named as Salesforce Hulk and that too at the age of 19. Shrey is also the founder of S2 Labs which is a Salesforce Training Company, being the 1st one to start Salesforce training in Rajasthan, India, and currently selling his courses worldwide. Shrey is also a marvelous speaker who actively presents on topics that revolve around Salesforce and Entrepreneurship in various worldwide conferences. Shrey has also been a Judge in multiple technical and business hackathons organized by the Government of India like Smart India Hackathon.
Shrey is a leader with out of the box thinking who emphasizes not only on hitting the sales targets but also on providing an amazing experience to the customers as well as employees. Shrey believes in building a team with strong values, ethics, and behavior which leads to the amazing culture at Cyntexa.
#salesforce
#learnsalesforce
#cpq
#salesforcehulk
I must say that your way of explaining is awesome. Other people directly jump to technical information, they miss the vital information is understanding "why".
THanks Shrey, that was really helpful
Thanks Buddy for the awesome explanation this really helps... Keep your good work up ...Hope to hear more from you
Thank you for the knowledge... I appreciate your work :)
Thank you for such a detailed concept oriented discussion. Liked the way of blackboard and chalk for actual classroom experience.
Thanks for detailed coverage 👍
Best CPQ video ever!
As a new Salesforce Business Development intern - this video is helping me out a lot! Thank you
Means a lot, Naomi!
A nice video which refreshes the concepts
Well explained!!!
Awesome job in explaining CPQ!!! keep up the good work
really superb, nice, good video.
Good understanding on Salesforce CPQ, nice video
Natural teacher. Subscribing!
Thank you for subscribing! Welcome aboard!
Very nicely explained, thank you
Great explanation! Still valid, even after four years.
Glad it is! 😅
Big thumbs up. Pracs please...You are a jolly good boy..
Amazing way of explanation. thanks a lot bro
thank you for the knowledge. Keep posting!!!!
Stay tuned for a new video every week Preety :)
looking forward for lightning videos
Started with lightning now all the videos will be lightning only ;)
Good one bro , Nice video !! Can you please make another video on improving bmql code skills and if possible try to explain the price book and parts data in brief.. Thank you :)
Good video bro.
#salesforce2019
Awesome explanation.
Thanks, Manish :)
thanks for sharing
Good session. Made concepts clear.
Glad it helped Amitabh :)
Excellent and all required information in a nutshell. Thank you very much.
Glad it was helpful!
Good work, Shrey Sharma.🏆
hi, what is difference between steel brick Vs CPQ , or both are same?
Nice explanation bro !! Keep it up ..
Good explanation Sir.Ravindra Jadeja
Very nice explanation
Good video, but consider touching on Bundles, Price Rules, Contracts and Subscriptions/Renewals, and dvanced Pricing Models (while basic automated pricing is part of native SF and not unique to CPQ). These are key CPQ features which usually fall in the gamut of customer needs during a CPQ implementation. Good work! Maybe just a "Part 2"?
Thanks, Kevin. In fact, I am planning to create part 2 of this, as many people approached me for this. Would you like to discuss that how should I frame the contents in order, for the part 2?
Will gladly bounce around ideas for content. CPQ is complex and the feature set broad. What one should consider is also "when NOT to consider CPQ"!
Yes, it seems to be a really interesting topic. Can you suggest me any resources that i can study to dive into it?
@@SalesforceHulk I appreciate your willingness to do the research just to make it easier on the rest of us.
Nice Explanation Brother Keep going....and also could you make a video on wave analytics topic
Thanks Ramesh for the suggestion, will surely create a video on it (very soon) already added it to my video lineups. :)
Thanx bro...
Good job hulk
Nice ! Helpful Content!
Glad you liked it..!!
Good information.salesforce CPQ vs ORACLE CPQ which one is better??
Very informative video. Thank you
Glad it was helpful!
Nice video but you should have try to demo us End to End Process From creating quotes -> Adding products ->Config -> Sending Approval -> Completing Quotes -> Amendments ->generating Order and Contract -> Generating Sales Invoice and Document Queue.
Planning to do that soon. :)
I think you will get to see all those in a trail head..
We need practical demo !!
Very nice explanation..
DO you have experience with Salesforce CPQ? If Yes, then share your resume at abhisharma35@gmail.com to get hired at one of the BIG4s.
Very helpful
Glad it helped Sakshi..!!
Very Good Presentation
Thanks, glad you liked it :)
@Shrey, i would recommend in your future videos to try explain more on the Salesforce platform and minimize the writing. For example where you explained Sales Processes with Lead Generation, Prospecting and so on you coulda explained on the Sales Processes in Salesforce and show us how the things really work. Just a small advice buddy, love you :D
OK, will take that into consideration. Thanks for the suggestion.
One of the Big4 is hiring for Apttus SFDC Developer./Lead/Consultants. If you are interested then please share resume on abhisharma35@gmail.com
Locations are Hyderabad, Mumbai & Bangalore.
@shrey, do you provide training in CPQ, if so, please share the contact details,i am interested to join and your tutorial is really awesome.Thanks for sharing.
Good one !! Good to see that didnt complain , but made the best use of resources that you have and made a really informative video !!
HI
do you have video with real time example how to configurate and implement CPQ thanks
Not yet but planning to create on it soon.
Just saw the video and is nice to know the basics of CPQ.I have a question to ask. How can we add products from multiple region/pricebook(Country specific price book) to a single Quote,provided multiple currency is enabled. Imagine the App is used by SalesExecutive from multiple countries and can quote a product mix from multiple regions. Please let me know does if any CPQ covers this aspect.
It will depend on how you have set the price in your workbook for that material. If you have only set price in euro then the quote will show euro price after applying market adjusted and customer-specific discounts but if you have set the price in both Euro and GBP then you have an option to choose the currency and there you can quote in the British pound.
Hi,
Could you please share consumptional schedule implementation in cpq, how consumption rates will work on against products..please share me detail training video
Suppose we made a quote in Salesforce then customer finalize it.
After selling them services do we create invoice in itself sales force?
I am working in OTC sap so I relate cpq in my work as well.
plz make some vedios on lightning component , from the scratch.
Hi very helpful video. I want hands-on on salesforce CPQ and Billing, do you have any package for that. If so pls let me know how to contact.
Hi bro need complete cpq videos, could you pls share link
Hi shrey currently working as Salesforce developer. I want to switch to new company. They want to train me on vlocity and CPQ is it right option to do so? Does vlocity and CPQ have the coding Like in Salesforce??.
Hey, Can you explain how data migration happening in sale-force to other CPQ application for eg. Sales-force to Apptus CPQ?
using CPI
This video is relevant even after 4 years!) Thank you!
Very informative.. Another awesome video.. ☺️
I have a question though, will the SF admin implement CPQ for a company?
DO you have experience with Salesforce CPQ? If Yes, then share your resume at abhisharma35@gmail.com to get hired at one of the BIG4s.
Sai Kazumi ...admin porvid and configure the CPQ access to the users
Abhinav sharma .. hey Abhinav. I have a experience in CPQ
Can I know ,who to connect GI in cpq.
in salesforce crm there is quote management then why we go for cpq
Hey.. Do you have any videos which explains products price books their relation with quotes..
+sugandha atrey Haven't created yet, but will try to create soon as you requested meanwhile let me know if i can help you with any specific scenario?
your price on the quote is basically created based on the price you set in your workbooks. First, you create a workbook to set your price..ex: country list price, minimum standard price etc. and based on these prices your quoting solution will create a quote which is customer specific i.e applying pricing conditions/discount conditions for that particular customer.
Hi Shrey Nice Video ..I would also want to learn how can we install CPQ package (free) for self learning. Please make a video on this as well. Thanks
Sure I will
How to get the Salesforce CPQ Certification.
I just wanted to know is there a good Scope in learning this tech, i don't have any idea about this, i got project related to siebel cpq oracle cloud in a company, anyone can give suggestions thanks,
I'm a fresher who knows java, python web dev, ml, docker .
2- these skills are going to be useful or not,
Plzz help me. If anyone knows
nice video
Thanks, Tarun!
you were so ahead of time..
Useful
Glad to hear that
those last examples are fucking gems ..... got the total clear picture
ty
Can you provide hands on training on cpq tool that how to configure, set the pricing rule, discount scheduler based on quantity and subscription, bundle, cost plus markup etc..
Do you need that?
Yes
Reach me out at salesforcehulk@gmail.com
Do you have any more CPQ training videos?
No not at this moment, but we are planning to make it soon
Does Salesforce cpq needs coding??
Sir pls explain flow
Bhai I want to learn salesforce can u teach me if I pay you
Checkout Price f(x) QuoteConfigurator as well. You got free trial and the software will meet all your needs.
Hey Hulk, why can't you buy good microphone!!! it is just bare your voice with the ambient reflection.
Thanks Lol
I want to thumbs up but its at 420. I dont wanna ruin that
I am stuck at an issue in CPQ. Though I understand CPQ well, thanks to you and others who provided valuable tutorials, I am not able to resolve this issue.
The issue is, I am trying to create an order programmatically upon save of a Quote. I've programatically checked the 'Ordered' checkbox. Upon save of the Quote, an order is not getting created. I manually unchecked and checked the quote and the Order shows up as related list.
Do you have an idea on what the issue is?
Thanks in Advance.
i just had to say that don't waste time explaining unnecessary things come to the point directly rest is good
Thanks for the feedback! We try to explain things in detail to help viewers with different levels of expertise understand better. Giving context ensures everyone is on the same page. We'll definitely keep your suggestion in mind for future videos!
Anytime i watch your vidéos i am disappointed : too excited with the accent you need to slow down..l have started a lot of videos that i never completed...and i even speak hindi.....anyway my second advice is not being generic because there no added value to your work if i can find t hese online...ppl check UA-cam for DEMOS MOST of the time
You are getting this information & knowledge for Free Of Cost. You should not judge someone's hardwork & passion towards helping others...
@@patrickbateman7665 I concur
Try to cut down the repetitive statements and words in your speech. Talk to the point.
you don't need speak a very big sentence rather you cut down to small one crisp and clear informative
Actual content time is 10 mins out of 19 minutes in your video.
May be you can work on it
bakwas