Revolear is excited to announce native integration with Salesforce CPQ. The Revolear Salesforce CPQ Connector enables businesses to seamlessly integrate their Salesforce quoting process with Revolear’s robust deal room, contracting, and collaboration features.
Here’s how it works:
- Manage your opportunity and build your quote in Salesforce CPQ, just as you always do.
- Link the Salesforce opportunity with your Revolear deal, and select the quote to embed. You can easily update it as you create new versions.
- The quote is automatically added to your Revolear workbench and related deal room pages and agreements, where it can be shared to customers along with the rest of the deal.
- As you negotiate, Revolear provides AI-based guidance on discounting and comparable deals, and enables approval from management and deal desk.
- Customers can add feedback and counteroffers, and even sign orders, in the deal room.
- All customer engagement activity and changes to discounts are logged back to Salesforce.
Key Features:
- Bidirectional Sync: All customer activities and associated discounts are synchronized between Salesforce and Revolear, ensuring data consistency across both platforms.
- User-Friendly Interface: Through Revolear’s Salesforce AppExchange package, users can easily link Salesforce Quotes to Revolear Deals with their existing credentials.
- Real-Time Updates: Any changes made to quote line items or discounts in Revolear are automatically reflected in Salesforce CPQ, maintaining accuracy throughout the sales process.
- Advanced Approval Workflows: Administrators can enable hierarchical approvals, comparables, and predictive insights for Salesforce quotes, mirroring the functionality available for native Revolear quotes.
Benefits for Businesses:
- Maximized Salesforce Investment: Organizations can leverage their investments in Salesforce CPQ while harnessing Revolear’s advanced digital engagement and contracting capabilities.
- Enhanced Customer Experience: Replace static PDF negotiations with a dynamic, collaborative digital experience, enhancing customer satisfaction and engagement.
- Cost Efficiency: By eliminating the need for additional investments in contract management or document generation tools, businesses can streamline operations and close deals more efficiently.
The integration of Revolear with Salesforce CPQ represents a significant advancement for Salesforce CPQ customers seeking to optimize their quote-to-contract process. By combining the strengths of Salesforce’s quoting capabilities with Revolear’s digital engagement tools, organizations can elevate their deal management to new heights of efficiency and effectiveness.
Revolear’s Salesforce CPQ Connector requires a subscription to the Revolear Digital Deal Platform, and installation of the Revolear for Salesforce AppExchange package.
