1. Oracle CPQ Cloud and
Salesforce.com Integration
Oracle Configure, Price, and Quote (CPQ) Cloud provides on-demand
configuration, pricing, and quoting capabilities that can easily integrate with
Salesforce.com’s customer relationship management (CRM) solution. With
Oracle CPQ Cloud, you can streamline the entire opportunity-to-quote-to-
order process within your familiar Salesforce.com CRM interface, and
seamlessly integrate with all major enterprise resource planning (ERP)
systems.
“Oracle CPQ Cloud has
streamlined our process
tremendously through easy
integration with Salesforce.com.
Our quotation interval has
dropped, and our quote volume
has increased.”
GREG LOPATA
TECHNOLOGY SERVICES MANAGER
GE CRITICAL POWER
Copyright © 2014, Oracle and/or its affiliates. All rights reserved. Oracle and Java are registered
trademarks of Oracle and/or its affiliates. Other names may be trademarks of their respective owners.
Run Oracle CPQ Cloud in Your Salesforce.com Environment
By placing the necessary Oracle CPQ Cloud integration components in your
instance of Salesforce.com, you can enable the CPQ solution to run in a
metaframe in your familiar Salesforce.com user interface. The Oracle CPQ Cloud
quote link and data will appear in your Salesforce.com Opportunities to ensure
that the integration and experience will be seamless for users.
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“Integration between Oracle CPQ
Cloud and Salesforce.com is
really tight and robust. It allows
our sales team to access all tools
and sell more.”
BEN DOYLE
VICE PRESIDENT OF SALES AND
ANALYTICS
ENTERASYS NETWORKS
PRESENT &
PROPOSE
ORDER &
FULFILL
REPORT &
ANALYZE
PRICE &
QUOTE
SELECT &
CONFIGURE
+ -
X =
DirectSales
Channel Partners
Customers
Push and Pull Data with Ease
The seamless integration between Oracle CPQ Cloud and Salesforce.com enables
you to push and pull data between them with ease. This includes:
» Quote totals
» Product line items
» Opportunity value
» Quote number
» Contact data
» Installed Base Assets
» Subscription and Renewal Information
» Contract data

2. Modern Quote-to-Cash
Oracle CPQ Cloud supports the needs of today’s sales environment with modern
tools to:
» Drive 100% quote accuracy with the leading configurator engine
» Ensure compliance to pricing & discounting policies with role-based rules
» Present premium branding to customers with automated proposal /contract
generator
» Improve forecasts with earlier visibility to channel quoting
» Streamline and simplify processes through pre-built CRM and ERP integrations
Copyright © 2014, Oracle and/or its affiliates. All rights reserved. Oracle and Java are registered trademarks of Oracle and/or its affiliates. Other names may be trademarks of their respective owners.
Be Mobile & Productive
Maximize face-to-face selling time with easy, fast sales tools:
» Quickly generate accurate pricing, quotes and contracts
» Eliminate need to manually update CRM information as deals change
» Close deals in front of customers with lead-to-signature enabled on mobile device
» Reduce manual data entry & errors with order entry integration
Be Profitable
Close bigger, higher margin deals:
» Pick the right product with Guided selling / Needs Analysis
» Drive bigger deals and higher margins with up-sell / cross-sell recommendations
» Launch promotions /pricing updates to drive behavior
» Analyze profit of complex deals with different revenues and terms (e.g. upfront
and recurring fees)
Be Repeatable & Compliant
Ensure error-free quotes with greater visibility and control across any channel:
» Capture “tribal knowledge” of product experts and experienced reps
» Directly access installed-based assets to drive add-on orders and upgrades
» Leverage master product data and rules across channels- direct sales/ channels/
eCommerce
» Provider earlier visibility to channel quoting for more accurate forecasts
Be Scalable
Manage growth, complexity, and change with low TCO:
» Improve end-user adoption with flexible UI designed for sales
» Quickly update products, pricing, and logic with robust Admin features… not code
» Easily manage volume and load spikes with world class SaaS infrastructure