Elfsquad CPQ Software for Salesforce CRM
Connect your CPQ and CRM. No double data entry. Full visibility. Read on to learn everything you need to know about the seamless integration between Elfsquad CPQ and Salesforce CRM.
Designed for Complexity. Built for Manufacturing.
Many machinery manufacturers use Salesforce as their CRM platform. They track leads, manage accounts, and follow up on opportunities from early conversations to closed contracts.
But when it comes to configuring complex machines, Salesforce alone is not enough.
That’s where Elfsquad comes in: a CPQ platform built specifically for the manufacturing industry.
Why Integrate Elfsquad with Salesforce?
In a manufacturing company, quoting often involves more than just a price. It includes:
- Complex configurations with hundreds of options
- Technical validations and rules
- Multi-language, multi-currency quotes
- Input from both sales and engineering
If your sales team works in Salesforce while your product data and configurations live in Elfsquad, you need a reliable way to sync them.
How Does Data transfer from Elfsquad CPQ to Salesforce?
There is no fixed method to connect Elfsquad and Salesforce. It depends on your setup, resources, and goals. Still, among many manufacturing companies, we’ve seen a few common patterns:
- A sales rep creates an Opportunity in Salesforce.
- This triggers or 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 is synced back to Salesforce (e.g. price, status, PDF link).
- The sales team continues follow-up and closing from Salesforce.
- If updates are made in Elfsquad, Salesforce is updated automatically.
What Happens When Salesforce and Elfsquad Are Connected
With a connection in place:
- Sales reps don’t need to re-enter data
- Configured products can be linked directly to Salesforce Opportunities
- Quote activity is visible in Salesforce, so everyone is aligned
- You reduce errors, delays, and handover issues
