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. 

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Salesforce and Elfsquad CPQ

Standard Integration with Limitless Possibilities

Elfsquad's standardized integration workflow for Salesforce was designed for quick deployment without extensive coding. This highly customizable and ready-to-use template is easy to manage according to your specific needs.

Elfsquad is the most compatible CPQ solution on the market. Easily connect with your favorite CRM, Salesforce, using our standard Power Automate integration template - fully customizable for your unique business needs.

  • Use the best of both worlds: Salesforce CRM and Elfsquad CPQ
  • Continue using software you already use

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

Discover Our Integrations

Elfsquad is based on the API-first principle. Which means you have endless integration possibilities. 

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