Quoting Made Easy

In Best Practices, CPQ by Andy Yang

So, your existing quoting system desperately needs to become retired? This happens for dozens of reasons, perhaps you are the brains behind the quoting system for your organization and you need to have a robust quoting system (that allows for you to take one day off without having someone call you on vacation) Well, say hello to your new best friend, SteelBrick CPQ. Here at MondayCall we are major enthusiasts of SteelBrick CPQ because of its seemingly endless configurability that allows for each and every implementation to be as unique as your Salesforce instance is. The out of the box function is enough to get started creating quotes right away, while some of the fancier options are available in a few clicks.

Some of the most appealing features of SteelBrick CPQ are the Quote Templates with merge fields, product dependencies and the system flexibility to price items as a percent of a total of other products. Further enhancements to the system are as easy as native Salesforce configuration. Since custom fields can be added to the Quote object, the sky is the limit for interactive formula fields. This means you can create customized calculations for things like shipping or added taxes.

3 priority considerations

How will you get products into the system?

Be sure to take some time to carefully think about your products. This will inevitably involve a data migration, and for those of you who have experience with a mass migration of data, I need say no more. For everyone else, please stop to think about the following questions; Is your data in more than one place? Is the data being captured in multiple ways? Who will be responsible for consolidating the data? What is the quality of your data? In answering these questions you may find yourself asking……

Will you need “Professional Help”?

There is no one size fits all answer. If your data is already in Salesforce and it is organized into pricebooks and product families that your organization will keep using – then that part of the system will not need consulting services. If the computational logic behind your quotes is highly complex and required multiple variables to be accounted for, you may want to make sure there is someone looking over your shoulder as you attempt your own configuration. While it is a great idea to attempt configuration on your own in order to save on the sticker price that comes with consulting services, you will want to be sure that you are not creating additional complexity that will require additional time for a consultant to resolve. Lastly, if you are spending 5 hours to configure something that you believe should only take a skilled consultant 1 hour you may want to seek out guidance from a consulting firm.

Who will be maintaining your quote templates?

SteelBrick CPQ quote templates come in many shapes and sizes. The recipe for a lovely quote template starts with creating the Quote Template Detail page, specify things like your margins, title of the template and company logo to be used. Next refer to the related list of template sections, here you will be able to add and label your quote top, line items and bottom. These parts of the quote are fueled by “template content”. The heart of the template content comes from the “Markup” field, which is where the HTML magic happens. When you edit the Markup field, it shows a user friendly rich text interface and for most purposes this will get the job done. The HTML magic will occur when the rich text interface stops short. if your quote templates require lots of soft rounded edges, custom backgrounds and polished headers, you will want to have someone look this over who has ninja HTML skills.

Steelbrick CPQ is versitile enough to meet your individual company needs when administered by the right individuals. Be sure to get the most of your Quoting system by leveraging the right resources at the right time. This product is something we put our word behind, we assure you it will be able to do the job, but in order for it to run in the most optimal way possible, it must first be configured right. If you are looking for a ground up implementation or just a few hours to spot check existing configuration we are here to help.