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CPQ and Billing
Want to be the first to put proposals before a customer, and with the confidence of knowing that your proposal will be thorough and compliant with your price list, catalog, and other business values? Produce accurate and highly configured quotes with Salesforce CPQ!
For years, the Quote-to-Cash space has been anchored in manual processes, but manual is often messy, highly prone to error, and time-consuming. After all, quoting and configuration are complex processes and cannot be handled appropriately by CRM software alone. Businesses that rely on manual quoting and configuration often suffer the acute pangs of slow sales cycle, low win rates, and unnecessary hindrances to sales.
Why CPQ Is Just What You Need
CPQ is just right for you, especially if you can answer “yes” to the following questions:
- Do you suffer from unreasonable deal cycle time due to slow quoting and approval time?
- Are you frequently found agonizing over manual errors, obsolete products, and pricing information?
- Is your sales process suffering from a lack of visibility?
- Are you struggling to take advantage of cross-selling and up-selling opportunities?
The above are some common problems on which CPQ thrives.
How Salesforce CPQ and Billing Can Transform Your Sales
- A single platform to manage all your customers, orders, products, open invoices, and on-account payments
- One-stop-platform to sell your products as well as bill your customers
- Automates pricing, generates accurate and instant quotes, and configures discounts
- Streamlines the billing process and complex transactions Makes state-of-the-art customization available on Quote-to-Order, Order-to-Invoice, and Invoice-to-Payment processes
- Enables you to make smarter financial decisions by developing a 360-degree view of customers to render a new level of visibility into the process of lead-to-payment
Let Us Help You
Docmation brings you highly certified and experienced Salesforce CPQ experts who can configure and optimize your sales and billing cycles to deliver quotes that are highly accurate and thoroughly customized on every sales transaction.
Our decade’s worth of experience in CRM implementation enables us to create services and solutions that are centered on individual client needs for streamlining their digital transformations.
Would you like to leverage our custom components or are you looking for something more specific for your needs?
YEARS Of Experience
What Our Clients Say
We did an extensive research before going with Docmation for our Partner Community on Salesforce. Folks at Docmation are pros when it comes to Salesforce customization. Since we have rolled out our new Partner Community, the engagement has quadrupled.
Chief Marketing Officer
I was looking for a salesforce partner who could help us around the clock. We are dynamic and have extremely complex processes, especially in support and sales. I got all the strategic help from Docmation in terms of process, workflow and dashboards.
Head of Technology
I was very impressed with all of the Docmation staff that I worked with. We needed some very specific tweaks to our nonprofit version of Salesforce and I was impressed with the tools built for our system, the efficiency by which things were done and the consistent troubleshooting that Docmation provided. I highly recommend their services.
Children's Future International