How Salesforce CPQ Configuration Software gets us going.
Logik.io’s advanced product configurator, or as we call it, our Commerce Logic Engine, takes even the most sophisticated products, and makes selling them simple, so every customer gets exactly what they need. By providing an easy-to-manage, flexible, centralized solution for managing how products can and should be sold, businesses can accelerate their GTM agility, reduce system administration costs, and increase selling effectiveness across channels.
Why is Logik.io's Commerce Logic Engine for Product Configuration a Game-Changer?
Flexible & Intuitive
Give your sales reps the tool they need to deliver a quote for products and services that fit exactly what your customer needs. No more picking through part numbers and product lists. Let Logik.io guide every seller to the perfect solution.
Maintain a Single Source of Data
Logik.io enhances the "C" of Salesforce CPQ, and is built directly on the Salesforce platform and within the Salesforce data structure, so you can still leverage all your product data in one central place. Logik.io works right alongside your existing system.
Lightning Fast Speeds
Logik.io adds a proprietary solving engine to Salesforce CPQ built to handle advanced product configurations with split second speed speed for sales reps to produce quotes faster for every product, for every customer, every time.
Table of Contents
Section 1 Salesforce CPQ Configuration Software
eCommerce is an incredibly fast-paced industry.
Due to the rapid and dynamic nature of technological development and the internet's unique ability to move at hyper speeds, nothing online ever stays the same for long. When your business' native environment is in cyberspace, it can feel like the ground is always shifting and the landscape never stands still.
Once COVID began to spread and governments around the globe realized what must be done, everything started to shut down at a rapid and alarming pace. Most people had never seen anything like it before. One day they woke up to find that pretty much all aspects of in-person interaction and daily life had ceased to exist.
That day, it felt like the entire world stood still, as if the Earth had just stopped spinning. However, humanity did what it does best. It adapted to the changing environment to survive and keep the world moving, just in a different way.
Not only did we survive, many of us managed to thrive in this new digital environment. As everything shifted online, we developed new solutions to unheard-of problems and repurposed existing tools and structures to recreate our daily lives remotely. This incredible feat of innovation and unprecedented demonstration of human resilience also opened our eyes to a great many things.
People began to truly realize what was possible, and their expectations grew. They began to demand the best eCommerce experience possible. Salesforce CPQ configuration software leads the conversation about how to accomplish that. When looking at a Salesforce CPQ overview, it becomes clear why.
Their CPQ process has tons of flexibility and their CPQ pricing models can accommodate any business structure. If you're looking for Salesforce CPQ use cases to demonstrate this, there are plenty available. The website has dozens of CPQ examples to showcase how it works and how to use it.
Section 2 Salesforce CPQ Trailhead
Leading such a wide scale digital transformation means people look to Salesforce CPQ configuration software to solve their problems.
They're expected to have all the answers—even to the questions that nobody knew to ask. That's an incredible amount of pressure.
It's also why Salesforce CPQ is so widely praised. Despite arguably unrealistic expectations, the company always manages to rise to the challenge. The best businesses—much like the best diamonds—do well under pressure, becoming even stronger and more flawless than before.
Instead of crumbling under the weight of these expectations, they built infrastructure and systems to handle any customer question or situation. Arguably the single most valuable of these is the Salesforce CPQ Trailhead section. Home of the infamous Salesforce CPQ tutorials, Trailhead is where configuration amateurs become certified Salesforce CPQ specialists.
Salesforce CPQ Trailhead courses are extremely comprehensive. These detailed courses, or "Trails," are tailored to different roles and products. For example, Salesforce CPQ Admin Trailhead courses include modules and projects specifically designed to teach administrators how to customize Salesforce CPQ to their business's needs and use it efficiently.
Trailhead users can also progress through various levels of expertise. The most dedicated students can earn coveted Salesforce CPQ Superbadges. Superbadge courses help people strengthen their skills by applying them to real-world problems. Applying their knowledge to concrete examples and real-life situations provides a deeper understanding of how they function in practice.
Another thing many eCommerce businesses love about Salesforce is the ability to use the Trailhead section for team training. There are many preexisting Trails users can follow which were designed by the Salesforce team. However, you can also create your own Salesforce CPQ Trailmix. A Trailmix is a custom Trail designed by you.
You can include important modules to help your team utilize the platform most effectively for your business like advanced modules on configuration attributes in Salesforce CPQ Trailhead. Not only can you include content from Trailhead, but you can also add custom steps that lead to outside resources or real-world tasks. Then you can assign the Trailmix to specific members of your team.
Section 3 Salesforce CPQ Help
The Salesforce CPQ help section is also extremely advantageous.
It contains different types of resources on various features, topics, and issues. Their wide-ranging catalog of resources is fully searchable and organized into logical sections and subsections to make it easier. On the left side, you'll find these sections listed and you can use the dropdown menus to find the subsection you want.
There are Salesforce CPQ guide PDFs for all sorts of things. There are plenty of basic overviews to help new users understand features and functions, often containing examples of Salesforce CPQ best practices. Guides vary in type and complexity. Some are handy cheat sheets for remembering terms or processes while others are more comprehensive step-by-step instructions.
Salesforce CPQ help pages often also contain useful and detailed real-world examples to show users exactly what they're talking about. The Salesforce CPQ help section includes information on basic features and functions as well as advanced methods and strategies. That's why it's such an invaluable resource for everyone from beginners all the way up to advanced users and specialists.
Salesforce CPQ documentation like the Salesforce CPQ implementation guide helps users do things like install the software, set it up correctly, customize it, perform maintenance, and much more. There's also documentation for Salesforce CPQ developers. There are developer guides for using the API including how different Salesforce CPQ data models organize information. Salesforce CPQ plugin guides even teach developers how to customize the software's functionality.
Section 4 Salesforce CPQ Features
Features and uses are a large part of why so many users recommend Salesforce CPQ.
Salesforce CPQ features exist to make your business stronger, more efficient, and more successful. With a variety of amazing features, this is accomplished in several different ways.
Adding different product options in Salesforce CPQ allows users to create custom configurations and product bundles to enhance your product offerings. Option constraints in Salesforce CPQ ensure that items are only ever configured in approved ways to keep you in control of your products.
Various automation features handle repetitive tasks and previously manual workflows to free up time and resources for more important functions. Features like dynamic pricing and guided selling streamline your processes to save time and enhance the customer experience. For even more customization, use the Salesforce CPQ API or available plugins.
Sometimes, Salesforce CPQ just isn't powerful enough for the complex configurations and sophisticated commerce logic your business needs. Don't worry, there's a solution for that too. With a Salesforce CPQ external configurator like Logik.io, you can supercharge the platform's capabilities. Plus, since Logik is native to Salesforce, there's no need for Salesforce CPQ migration.
Section 5 Salesforce CPQ Demo
While the Salesforce CPQ documentation, help section, and Salesforce CPQ tutorials in Trailhead are amazing resources, some people are just more visual.
Watching a Salesforce CPQ demo can be the perfect way to observe the Salesforce CPQ login process and get a feel for what using the platform would be like first-hand.
The help sections have a lot of great Salesforce CPQ examples. However, many of them are just plain text or lists of product options and settings. For people who prefer to see examples in action, demos can provide that. This also makes it easy to see what the Salesforce CPQ pricing models are and examples of when it's best to use them.
If you're still on the fence about which CPQ software is best for your business, you're in good company. It's a very common question that people struggle with. When in doubt, compare your top options and see which one has the most features you need.
It can also help to rate features by importance. That way if they both have the same number of features, but the list is different, you can determine which has the ones that matter most. When in doubt, try watching and comparing demos or finding specific demo comparison videos to evaluate the benefits of Salesforce CPQ vs. Oracle CPQ, for example.
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