Audience
Sales Teams: The primary users of CPQLite are sales representatives who need to quickly configure products, apply pricing, and generate quotes. CPQLite helps them reduce errors, speed up the sales cycle, and close deals more efficiently. Sales Managers: Managers can use CPQLite to ensure pricing accuracy, monitor sales performance, and approve discounts or special pricing. It helps them track opportunities and guide sales teams through complex deals. Finance and Operations Teams: These teams are interested in ensuring that pricing, discounting, and quoting processes are in line with financial goals. CPQLite ensures compliance with pricing rules and profit margins. Product Managers: CPQLite helps product managers set product configurations and pricing rules. They can also monitor which products are being quoted most frequently and make data-driven adjustments. IT Teams: IT professionals benefit from the seamless integration of CPQLite with Salesforce, minimizing the need for custom development or additional tools. Executives: Leadership teams, including CEOs, CFOs, and CMOs, are concerned with the overall efficiency and profitability of the sales process. CPQLite offers transparency and analytics to help them make strategic decisions.
About CPQLite
CPQLite is a streamlined Configure, Price, Quote (CPQ) solution integrated within Salesforce, designed to enhance the sales process for companies with complex product offerings. Its key functionality includes:
Product Configuration: Sales teams can efficiently customize products or services based on customer needs, ensuring all selections meet predefined business rules and technical constraints.
Accurate Pricing: CPQLite automates the application of pricing rules, discount approvals, and volume-based pricing, ensuring consistency and profitability.
Quote Generation: It enables the rapid creation of error-free quotes that can be easily shared with clients in customizable templates.
Salesforce Integration: CPQLite seamlessly integrates with Salesforce objects like Opportunities, Accounts, and Products, making data management intuitive.
Guided Selling: By using smart recommendations, CPQLite helps sales reps choose the best product configurations and pricing options.
