Elfsquad CPQ Software for Salesforce CRM
So how can these two tools join forces to uncomplicate both your configurator and your customer management? Read on to learn everything you need to know about the seamless integration between Elfsquad CPQ and Salesforce CRM.
Continue Using Software You Already Know How to Use.
Undoubtedly you are familiar with Salesforce: the best of its kind in the world of CRM. And that is exactly what you want for your CPQ solution, right? Elfsquad’s platform is designed to let us focus on what we do best: building the best CPQ solution for sellers of complex products. By integrating Elfsquad and Salesforce, you truly get the best of both worlds.
Standard Integration with Limitless Possibilities
- A pre-built connection between Elfsquad CPQ and Salesforce CRM without extensive coding
- A flexible template that adapts to your specific process
Elfsquad CPQ offers a standard integration with Salesforce CRM. This standard template is directly usable and simple to adopt. But standard doesn’t mean inflexible. Customize your own workflows within the integration so that they perfectly suit your unique processes.
Benefits of Salesforce & Elfsquad integration
- Automated and error-free quote-to-cash process
- Significantly reduced runtimes of quotation and engineering processes
- CRM & CPQ software are always up to date and in sync
In an ideal world, your end customer configures your products on your website, requests quotations, and then send those requests directly to production..
This ideal world is made possible through the integration of Elfsquad CPQ with Salesforce CRM, utilizing a visual 3D configurator connected with your CRM, ERP, and CAD software.
Workflows Between Salesforce and Elfsquad
An example of a workflow between Salesforce CRM and Elfsquad CPQ is as follows:
- A sales opportunity is created within Salesforce CRM
- A quotation is opened within Elfsquad CPQ, with direct synchronization with your CRM data
- The salesperson or dealer configures the product in Elfsquad
- A professional quotation document is generated in your customer’s language
- The quotation document is sent to and synchronized with Salesforce along with the sales status, and accurate pricing is always guaranteed
