5 Most Complex Salesforce CPQ Automation Rules

Daniel Yarovoy, Salesforce CPQ Architect, Synthesis Systems

Automation is never too easy or complicated either. The complexity of CPQ (Configure, Price, Quote) automation depends on various factors, such as the complexity of the products and services offered, the number of pricing rules, discounts, and policies, and the number of channels used to sell the products. However, five of the most complex CPQ rules need deep understanding before rushing into automation.

#1 Product Configuration: This is one of the most complex as it involves configuring products and services to meet the customer’s needs while ensuring that the configuration is technically feasible and profitable for the company. A deep understanding of the products and services offered, their dependencies, and their technical specifications are required for the automation to be successful.

#2 Pricing: Defining and managing complex pricing rules and policies, managing price books, and ensuring that the pricing is consistent across all channels are critical for an organization. The automation requires a deep understanding of the company’s pricing strategy and the ability to manage and adjust pricing based on market conditions.

#3 Quoting: This requires managing complex quote templates, product bundles, and promotions. Automating quotes is complex as it involves generating accurate, consistent, and compliant quotes with the company’s pricing rules and policies.

#4 Approval: Too many or too few approvals can lead to delays in responding to customers. Managing multiple quote approvals, including discounts and exceptions, makes it even more complex. The more complex the hierarchy, the more complex it becomes. It requires a deep understanding of the company’s approval processes, policies, and procedures.

#5 Integration: A single source of truth needs seamless integration among all the systems used. Integrating the CPQ system with other CRM, ERP, and billing systems requires a deep understanding of the integration requirements, data mapping, and data synchronization.

These are just a few examples, but the complexity of CPQ automation will vary depending on the company’s unique requirements and the products and services offered. However, automating these rules can provide significant benefits such as increased efficiency, improved accuracy, and compliance with the company’s policies and procedures.

Talk to our experts to simplify the Salesforce CPQ automation process and deliver the benefits it promises.