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Articles tagged with #cpq
An 8-step approval chain that takes 2 weeks to clear is killing the deal. The instinct is to remove approvers, which is governance-unfriendly. The better fix is to restructure the flow so it preserves controls without serializing every sign
The Order generated from a signed Quote does not match what the customer thought they bought. Sometimes a field is missing, sometimes a line is duplicated, sometimes the dates are off. Four patterns produce most of these failures.
A distributor quote can carry currency conversion, import duties, a target margin, and country tax all at once. Here is how we layered those four calculations into a single native pricing procedure on Revenue Lifecycle Management, and the o
Salesforce is sunsetting CPQ Classic. Every org running it has to plan a migration to Revenue Lifecycle Management. The work splits cleanly into four phases. The mistakes happen when teams compress phases that need their full duration.
Salesforce has signaled the direction. CPQ Classic is the past, RLM is the future. The question for every team running CPQ is not whether to migrate but when. Five org signals that should drive the decision.
Salesforce CPQ ships five pricing methods. Most implementations pick one and apply it everywhere. Real product portfolios need different methods for different product lines, and the wrong method produces quotes that are technically correct
