Elfsquad CPQ Software for Salesforce CRM
Connect your CPQ and CRM. No double data entry. One source of truth for your entire sales team.
Built for Manufacturing Complexity
Many machinery manufacturers use Salesforce to track leads, manage accounts, and follow up on opportunities from first conversation to closed contract. But when it comes to configuring complex machines, Salesforce alone is not enough.
Elfsquad is a CPQ platform built specifically for manufacturing. It handles what Salesforce cannot: complex product configurations, technical validations, multi-language and multi-currency quotes, and the input from both sales and engineering that every accurate quote requires.
Why Connect Elfsquad With Salesforce?
When your sales team works in Salesforce and your product configurations live in Elfsquad, you need both systems working from the same data. Without a connection, your team re-enters information, quotes get out of sync, and errors reach customers. With the integration in place, that stops.
- Complex configurations with thousands of options, validated automatically
- Technical rules enforced at the point of quoting
- Multi-language, multi-currency quotes generated from one shared configuration
- Sales and engineering working from the same source of truth
How the Integration Works
There is no fixed setup, it depends on how your sales process runs. The most common pattern we see across manufacturing companies:
- A sales rep creates an opportunity in Salesforce
- This links to a new configuration in Elfsquad
- The product is configured and priced in Elfsquad
- A quote is generated, including BOM, pricing, and documentation
- Data syncs back to Salesforce, including price, status, and PDF link
- The sales team continues follow-up and closing from Salesforce
- Updates made in Elfsquad are reflected in Salesforce automatically
What Changes When Both Systems Are Connected
- Sales reps work without re-entering data
- Configured products link directly to Salesforce opportunities
- Quote activity is visible in Salesforce, so every team member stays aligned
- Fewer errors, fewer delays, no broken handoffs between sales and production
