Salesforce CPQ & Billing Overview
What is Salesforce CPQ & Billing?
Salesforce CPQ & Billing is an integrated platform built on the world's #1 CRM, designed to streamline and automate the entire quote-to-cash process. It allows businesses to configure complex product and service solutions, apply accurate pricing, generate professional quotes, and manage billing—all within a unified system. The platform automates discounts, pricing rules, and approval workflows to maximize revenue and margins. By unifying sales and finance data, it provides complete visibility across the customer lifecycle, from the initial quote to renewal and retention.
Who it's for:
This software is tailored for sales teams, sales operations managers, finance departments, and channel partners in medium to large enterprises, especially those selling complex, configurable products or services. It is ideal for companies using Salesforce CRM that want to extend its capabilities into the quoting and revenue operations.
Our verdict:
Our verdict is that Salesforce CPQ & Billing is a powerful and strategic tool for revenue growth. Its deep integration with Salesforce CRM creates a seamless operational flow, reducing errors and accelerating deal cycles. The automation of complex pricing and approvals makes it a critical asset for businesses looking to scale their sales operations efficiently and profitably.
Salesforce CPQ & Billing Details
Salesforce CPQ & Billing Platforms supported
Cloud, SaaS, Web-Based
Mobile Android
Mobile iPad
Mobile iPhone
Desktop Chromebook
Desktop Linux
Desktop Mac
Desktop Windows
On-Premise Linux
On-Premise Windows
Salesforce CPQ & Billing Support options
Chat
FAQ Forum
Knowledgebase
Phone Support
Salesforce CPQ & Billing Training options
Documentation
In-Person
Live Online
Videos
Webinars
Salesforce CPQ & Billing Related Categories
Salesforce CPQ & Billing Typical customers
Freelancers
Small Businesses
Small to Mid size businesses
Mid size businesses
Mid to Large size enterprises
Large enterprises
Very Large enterprises
Salesforce CPQ & Billing Pricing
Tiered pricing system
Salesforce CPQ & Billing Features
Most valued Salesforce CPQ & Billing features by users
Backorder Management
Cataloging/Categorization
Inventory Management
Order Entry
Order Fulfillment
Order Tracking
Recurring Orders
Returns Management
Shipping Management
Special Order Management
3D Imaging
Color Codes/Icons
Data Import/Export
Data Visualization
Geocoding
Geographic Maps
Image Management
Labeling
Map Creation
Map Sharing
Top Salesforce CPQ & Billing Alternatives & Competitors
Perenso Field Sales is a specialized field sales automation platform built on over 25 years of industry experience. It is designed to equip sales teams with a comprehensive suite of tools to enhance their effectiveness a... Read More
Zoey is a B2B and wholesale ecommerce platform designed to modernize how businesses sell to other businesses. It enables companies to provide their wholesale buyers with a 24/7 self-service ordering portal that is access... Read More
Rentle offers a specialized suite of e-commerce and store management solutions tailored for the rental economy and service-based product sales. Its platform provides comprehensive tools for managing product rentals, subs... Read More
Skubana is an all-in-one operations platform built specifically for e-commerce merchants. It serves as a central command hub that unifies and automates core back-end processes: inventory management across multiple wareho... Read More
ShipWorks is a specialized multi-carrier shipping software designed as a cost-effective solution for warehouse operations seeking to consolidate and streamline their shipping processes. It addresses the inefficiency of u... Read More
EZRentOut is a comprehensive, cloud-based software platform dedicated to managing the entire lifecycle of rental equipment. It provides meticulous tracking for every asset, from availability and location to maintenance h... Read More
Skynamo is an all-in-one field sales application specifically built for high-growth Consumer Packaged Goods (CPG) sales teams operating in the retail sector. It consolidates tools for order management, customer relations... Read More
Zentail, by HD Trade Services, is a commerce operations management platform designed to help brands and retailers accelerate their online business. It centralizes the management of high-value sales channels, including ma... Read More
ZhenHub is a modern logistics and supply chain platform specifically crafted for the digital commerce era. It simplifies the complexities of international shipping and fulfillment by offering a unified dashboard where re... Read More
Unleashed Software is a powerful, cloud-based inventory management platform that provides real-time stock tracking across multiple locations. It offers global visibility into all inventory processes and transactions, emp... Read More