This page will tell you all you need to know about the integration between Elfsquad CPQ and Salesforce. Arm your salespeople with a powerful CPQ tool integrated with one of the most used CRM packages: Salesforce. Elfsquad CPQ has a standard integration for Salesforce CRM, which is fully expandable and manageable for and by you.
Undoubtedly you are familiar with Salesforce CRM. Salesforce is the best of its breed in the world of CRM. That is exactly what you would like for your CPQ solution, right? Elfsquad’s CPQ platform has been built in such a way that we can focus on what we are good at: building the best CPQ solution for sellers of complex products. While you can keep on using business software you already use, such as Salesforce CRM.
Elfsquad CPQ offers a standard template for the Salesforce CRM integration. This standard template is directly usable and simple to adopt. But processes differ. Which means that you want to customize your own workflows in the Salesforce integration, so that it perfectly suits your process.
In an ideal world, your end customer configures your products on your website, requests their own quotations, and requests can directly go to produciton.
This ideal world is made possible by integrating Elfsquad CPQ with CRM. By using a visual 3D configurator that is connected to your CRM, ERP, and CAD software.
Often, similar integrations are built by third parties, usually inflexible and expensive customization. This is not the case with Elfsquad CPQ. We ensure the management of these integrations, and in turn the management of your process and product, gets into your hands.
With help from our documentation, support, and academy material of course.
An example of a workflow between Salesforce and CPQ is as follows:
