Salesforce CPQ streamlines business processes and makes them much more efficient. For example, CPQ tools reduce the time it takes for a customer to ask for a quote and for a customer to pay. Additionally, CPQ tools allow users to integrate with built-in systems, ensuring customers always get the most accurate quotes.
Despite being highly effective, it is often seen that implementation goes awry in various instances. This article discusses the top 5 common mistakes you are ignoring while implementing Salesforce CPQ:-
1. Updating Massive Data can Lead to Mistakes
CPQ data needs to be updated, accurate, and authentic. Otherwise, there will be errors in pricing and delivery timing. It doesn’t matter how automated the CPQ process is; mistakes are inevitable due to the large amount of data the companies have to deal with. In addition, if CPQ is not updated, it can be challenging to conduct promotional activities. On such occasions, the sales teams have to deal with embarrassing moments.
2. Due to CPQ’s Disintegration, Mistakes Occur
If CPQ is not disintegrated from other crucial tools, inaccurate and outdated data will be presented. As a result, customers are given faulty contracts, and the wrong data is delivered to clients and partners.