Know what features to look for from your CPQ provider.
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.
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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 Features
Despite Salesforce CPQ's many limitations, for the most part, people still really love using it.
It has become one of the most—if not the most—popular option in the industry. Part of the reason for that, of course, is the many other Salesforce software products available, which are also all best-in-class options. The most notable of which is the Salesforce customer relationship management (CRM) software.
The fact that many of the other business technology products they need, and often already use, are by the same company makes it extra easy to integrate everything and keep all of their information in one place. That added convenience is often a selling point for businesses that don't want to use many different platforms for every function.
However, even for the businesses that only use Salesforce CPQ, it's still beloved. The main reason for this is the amazing array of Salesforce CPQ product features available. The many Salesforce CPQ features allow for a lot of functionality and flexibility. They're also well documented and explained with detailed examples to make them even easier to use.
For one thing, the configuration attributes in Salesforce CPQ are rather unique when compared to those of similar software products by competing brands. Salesforce CPQ configuration attributes allow you to define product options with certain characteristics like number or color. They're very flexible and can be used in many different ways.
One of the most popular features is the ability to use option constraints in Salesforce CPQ. This lets retailers decide what options are available to users when configuring products. Another helpful feature is Salesforce CPQ bundles which allow several options and features to be grouped together. This can make it easy to sell common configurations or offer products with necessary components.
This makes sellers' jobs easier and the shopping experience better, faster, and smoother. Their utility extends beyond just product configurations. For smaller businesses that don't offer any customizable products, it may still be possible to use Salesforce product bundles without CPQ functionality. You can even create dynamic bundles in Salesforce CPQ to allow users to choose from a set of features and options to create a custom bundle.
One of the most versatile features is the ability to create your own Salesforce CPQ special fields. They can be used to make very specific custom product fields for advanced functionality. This is very commonly used to apply discounts to tailor the Salesforce CPQ pricing options. However, the extent of the options is nearly endless.
Section 2 Salesforce CPQ Trailhead
The comprehensive nature of the Salesforce CPQ Trailhead section is another reason people love it so much.
This is where many people become familiar with the software and how to use it. The Salesforce CPQ documentation is great for people setting up the system to work well for their business. However, once the system is implemented, there's a lot to learn if you really want to use the software efficiently.
The Salesforce CPQ Trailhead section provides a much more detailed view of the software's functionality. There are very detailed Salesforce CPQ tutorials to teach you everything you need to know to use it effectively. You can even use it as a great way to provide Salesforce CPQ training when onboarding your team. They can learn everything from the experts at Salesforce, taking one more thing off your to-do list.
There are many ways that the Salesforce CPQ Trailhead sections make things easy for businesses. One of the best ways that it does this is by offering Salesforce CPQ certification courses. Not only does this allow for you or members of your team to gain real expertise in the system should you so choose, but it also aids in the creation of several different kinds of Salesforce CPQ specialists.
Salesforce CPQ specialists are another amazing thing about the software that make it clear that they go above and beyond and makes them an obvious choice for eCommerce sellers. These specialists train to become certified in Salesforce CPQ and go on to seek jobs at companies just like yours.
If you want to hire a freelance consultant or in-house specialist to help set up and run your system for you, then you're in luck! Someone who has gone through the Salesforce CPQ Admin Trailhead will have all the relevant training and certifications necessary to be the perfect administrator for your system.
If you choose to do it yourself, that's not a problem either. Whenever you have a question about any of the Salesforce CPQ features or need information about the right process to use, all the Salesforce CPQ help sections are more than enough to guide you through it all.
Section 3 Salesforce CPQ Deployment
Many businesses that want to use the various Salesforce CPQ features across multiple organizations enquire about the Salesforce CPQ deployment process.
With so many different features and all the different ways that features, objects, options, and configurations connect to one another, the Salesforce CPQ data model must be complex enough to facilitate it all.
While complexity is often a very good thing as it allows for more options to be implemented, it can also make things like migration much harder for people who aren't well versed in the technology they're dealing with. That's why having a CPQ migration aid might come in handy in these types of situations.
There are plenty of great Salesforce CPQ deployment tools available online to help you with these more complex processes to make sure everything remains intact and everything still works as it should. You can also choose to make the relevant changes in a Salesforce CPQ sandbox environment to check it first. This allows you to test everything out before deployment so that you can be sure everything works smoothly.
Section 4 Salesforce CPQ External Configurator
As briefly mentioned earlier, while the system is widely touted as being the best, it does have its drawbacks and limitations, especially for businesses that are constantly growing.
Luckily, there are many methods of Salesforce CPQ customization available that help the software to remain an enticing option, even for those businesses that may need extra functionality that Salesforce doesn't provide in and of itself.
One of the ways you can easily do this is to utilize some of the many Salesforce CPQ plugins available on the market. There are plugins that allow you to do a lot of different things in the system. For example, if you need to extend the functionality of the Salesforce quote configurator, a plugin can give you that ability.
One of the main issues people have with the software is that the Salesforce CPQ configurator doesn't work well with very complex configurations or sophisticated commerce logic. It isn't powerful enough to easily facilitate that. the simple addition of a Salesforce CPQ external configurator could help.
Adding a Salesforce CPQ external configurator like Logik.io can supercharge the capability of Salesforce. Having a very powerful, low-maintenance solution with an advanced headless commerce engine can make any configuration possible. you can also unlock the wonders of dynamic pricing, guided selling, and 3D visualizations.
Section 5 Salesforce CPQ Upsell
Salesforce CPQ features can also be used to increase sales and profits in other ways.
You can implement a Salesforce CPQ upsell process to increase average cart value, for example. Many people upon hearing this immediately ask, what is an upsell? The most common upselling example is having a prompt during the checkout process asking buyers if they want to upgrade to the latest version of the product.
This nudges them to buy a slightly more expensive and newer version of the product, making you more money. Swapping out their item for a higher-priced version is a good example of upselling vs cross-selling which would be advising them to add a related product. Both are useful tactics for increasing profits. Guided selling via Salesforce CPQ is a great method to implement these tactics.
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