Salesforce CPQ remains integral, but the shift to Revenue Cloud is transformative. Yet, real-time intelligence in quoting remains a gap.
1. Emerging Trend
– Revenue Cloud integrates with Salesforce natively and offers scalability.
– Current quoting workflows lack real-time data intelligence integration.
2. Key Insights for Salesforce Professionals
– Sales reps struggle with disconnected tools for finalizing quotes.
– Traditional workflows don’t account for dynamic market factors like interest rates or currency fluctuations.
3. Implications and Challenges
– Quoting processes are slowed down, leading to inconsistent pricing and missed opportunities.
– Complex product and approval rules overload sales teams.
4. Execution Strategy with Agentic AI
– Agentic AI, leveraging large language models, adapts to context seamlessly.
– Enhances Salesforce CPQ/Revenue Cloud with functionalities like:
– Real-time product recommendations and win probability predictions.
– Automated approval processes based on historical data.
– Risk flagging using ERP data integration.
5. Real-World Application
– Implementing AI-driven insights within the Quote Line Editor transforms quoting from static to proactive.
– Offers product recommendations and pricing strategies, increasing quote velocity and closure probability.
As quoting becomes more strategic, embedding real-time intelligence is crucial. Agentic AI enables smarter, faster quoting processes, driving more confident sales strategies.
You can read it here: https://sfdc.blog/XENXx
Source from salesforceben(dot)com