Salesforce Revenue Cloud

Proposal doc generation and product attributes and other

• Good and improved. UI for future RaoI
• Migration from CPq to RCA is added investment

Conga CPQ

Salesforce Sales Cloud, Field Service Cloud

As sales managers, we have to ensure the leads are managed and nurtured in an effective manner, and Salesforce CPQ comes in handy for that. We get timely notifications via email when a new lead is generated and also when it passes through the different stages of a sales life-cycle. You easily can get a small snapshot of the customer's requirements in the notification you receive and can follow-up accordingly. We have an internal mechanism where we need to make sure we approve only the opportunities we deem fit either through CSMs or the SDRs and the process is smooth and seamless. It also helps you keep up to date with the accounts by giving you notifications of the user/contact that is just added to Salesforce CPQ to ensure they have a smooth onboarding process. It also helps us run some great marketing campaigns and pulling out reports is also intuitive.

• Helps in nurturing the leads in a better way
• Better Insights into the prospects sales journey until the end point when the lead finally bceomes a customer
• can be easily integrated with the CRM, which helps with productivity
• A bit expensive- negative

Conga CPQ

Front, Slack, SpotDraft, Planhat, Xoxoday Empuls, Salesforce Lightning Platform, Keka HR, Tableau Cloud

CPQ helps us speed up the pricing and approval process. It also ensures our data is accurate and aligned from the quote to the opportunity, making for better data and more insights/visibility on discounting for leadership. We require CPQ to be used for new/upsell and renewals so our whole customer-facing team is using CPQ.

• Pricing calculation.
• Advanced approvals.
• Customization opportunities.

• Speed up the quote generation process by hours.
• Greater visibility into discounting and pricing.

Ironclad

Clari, Ironclad, Zoom, TripActions, Highspot

Having all the data and the ability to manipulate it in one robust platform like salesforce makes the whole process a breeze. We all know how frustrating it is to bounce around different - sometimes isolated tools. Salesforce Revenue Cloud couldn't make it easier. I know the whole team is very pleased with it.

• Saved time.
• Saved the headache of going back and forth between tools and reports.
• Allowed greater access to data from all the team.

Salesloft, Gong.io, Slack

• The functionality with the Contract object as this enables much of what we want to track
• Approvals

• Positive ROI
• Improved reporting

HubSpot Sales Hub and Zoho CRM

NetSuite SuiteBilling, Xactly SimplyComp, Pardot