Empower Your Business with airSlate SignNow's Solution for Complex Sales CPQ in Legal Agreements

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to welcome you all to understand how Salesforce cpq work what is the basic flow of cells for CPU so once we get the lead either through campaign or website so once a sales rep gets the lead we created a related account and also the contact so contact is basically redefined like who we are going to contact in the future so creation of account and contact we created the opportunity opportunity we fill the basic information like what is a stage what is closed it and what is the expected Revenue this is not the mandatory one but we like put what is the expected revenue from we get from this opportunity after that we create the code and in the code we add some product for different combination of product so there is multiple code we can create from one opportunity I repeat this slide we can create multiple code from one opportunity the purpose is that suppose we send different combination of product to the customer and they're not like it so they reject it so then again we create a another code and do some modification in the product and after that we send it and once they approve we generate the order and after generation of the order uh we there is a checkbox contracted after that contract get created after that there may be someone go for renew as well as omit amend is basically uh defined as a changes uh suppose we want uh to order five quantity mode like right now I order 10 quantity but I wanted to add five more so this is called Amendment and for renew like I also wanted to do the same order for the next year for that we go to that you know right now I am in salesforward so for this sales Source cpq the main object are basically account opportunity code order product of course product rule price rule these are the product and price rule are both the like check whether the configuration is correct or not what price should we offer so these things are controlled from here right now if I go to the account we can choose any account or suppose a new customer we get for that we create a new account fill some information phone number like this is a random one and after that we can click on Save once account get created we have to create the contact so that we know like whom we are going to contact in the future like uh we all know that uh in the contact last name is important and we can give a mobile number also this phone is fetched from the account and then click on Save perfect our account contacted created now go back to the account and here we have to create the new opportunity so we click on this new opportunity button you can be opportunity name close State we can keep it over we can increase the stages of mandatory like we can choose now this is the amount we are expected from this opportunity and then click on Save perfect our opportunity get created now we go to this opportunity and from here the main thing we create the code so click on new so here we choose our recently opportunity we choose account make it primary or not like those which are approved we mark it as a prime B and what is the expiry on like we want to send this code for 10 days it is they have to decide whether to approve it or reject otherwise it is rejected means not going to work so we give a deadline so then after that we click on edit line we choose the price book right now only standard price Booker there so we click on Save after that there are some custom button you find like add product add to delete lines quick save calculator um in coming video we can see like how these are work but right now to add the product we have to click on this add product button now you can see here a number of products are there you can select these are Standalone it's not a bundle one letter we also know like how to configure the bundle once you select you have to click on the select button okay so here you can see the product code product name so product name I have always a one product code this make it easy uh even for productive price rule sometimes we give the product code quantity list price net unit price net so we can also give a discount like two percent then click on calculate you can see the amount get changed this subscription if subscription product like we can give subscription term like 12 month 24 month what is started if I put here uh any discount then it appear to all three products what is in debt and then suppose to keep it simple I not made many changes I click on Save okay now our code gets saved after that there is no order get created we can create order from here as well as there is a check box here you have to Simply click on this and click on Save now you can see your order get created okay now to preview this order we can go to the preview document section here there are some templates are available so training sample is by default click on preview so here some headings are related then code date expiry date like you can see we keep and after that all the three product which we added are shown there with protocol we can if we add description that filled also will appear term and condition we can add for Signature we saved so these are how a court look so we cancel it so this is the overall flow how uh after generation of code and the creation of the order uh the final step is we create a contract from this for that in the order we have a one checkbox contracted if you make this as true your contract get also created Okay order is not activated so this is the learning like before you creation of the contract you first have to activate this order so we can activate okay now I click on this contract checkbox and throw so this is the overall process which we see like how Salesforce cpq actually works thank you