Salesforce CPQ との統合と自動化

Salesforce CPQ を他のツールとシームレスに接続。 ワークフローを自動化し、業務効率を向上させます。

評価

4.9

事前構築済み

150+

統合

合計

100+

アクティブユーザー

平均

2分

接続まで

カスタム接続

利用可能

HTTPコネクター経由で利用可能

主要企業が Workato を活用

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Salesforce CPQを自動化すべき理由

Quote to cash
  • Quote to cash
  • Revenue management
  • Order to cash
  • Human capital management

  • Why these integrations and automations matter:

    Salesforce CPQ is a unified system that helps you move customers from quote to cash quickly. Integrate Salesforce CPQ with your other apps to accelerate quotes, approvals, and invoices.

  • Accelerate quotes

    Use Salesforce CPQ’s guided selling, pricing engine, and solution configurator to pitch to and negotiate with customers. Then, quickly process the quote by integrating Salesforce CPQ with an ERP like NetSuite or SAP ERP.

  • Get approvals

    Don’t let a deal get tied up in the approval stage. Integrate Salesforce CPQ with Workbot for Slack or Microsoft Teams to automatically request approvals from managers and send periodic reminders until the request is approved or denied.

  • Generate invoices

    Integrate Salesforce CPQ with an accounting platform like Sage Intacct or Quickbooks Online to automatically create invoices for your closed deals.

Salesforce CPQ との統合連携を効率化

  • Salesforce CPQと自社製品を接続したいですか？

    Workato Embedded プラットフォームを活用し、1200以上の事前構築済みコネクターへアクセス可能です。
    詳しく見る

    • 強力なワークフローを迅速に構築

    Triggers

    When this happens…

    Salesforce CPQ
    • Object created
      Object created in Salesforce CPQ
    • Daily object review
      Daily Object review in Salesforce CPQ
    • Object created/updated
      Object created/updated in Salesforce CPQ

      • Any other trigger you can think up

    Actions

    Do this…

    Salesforce CPQ
    • Custom action
      Custom action in Salesforce CPQ (Custom)
    • Create object
      Create object in Salesforce CPQ
    • Get related objects Batch
      Get related object list in Salesforce CPQ
    • Search objects Batch
      Search for objects in Salesforce CPQ
    • Update object
      Update object in Salesforce CPQ

      • Any other action you can think up

    単一のプラットフォーム

    • 強力
    • 俊敏性
    • スピード
    • 革新

    Salesforce CPQ との統合連携を効率化

    関連ソリューション・コンテンツ

    Salesforce CPQとの統合について

    Salesforce CPQ helps your sales team close complex deals faster, while giving your customers a better buying experience. It provides a single source of truth for your revenue data by helping you manage customers and partners through the configure, price, and quote process.

    Salesforce CPQとの統合方法

    • Control parameters and pricing for complex product packages
    • Solidify your customer base through increased visibility of sales data
    • Automate downstream financial operations to save time and reduce errors
    • Speed Q2C by providing sales with intelligent customer insights
    • Blog Article

      3 automations that can help optimize your quote-to-cash process

      Workato’s Response to COVID-19: Why Digital Tools Are Important
    • Blog Article

      3 Quote-to-Cash Apps that Can Fuel Your Sales Reps’ Success

      Workato’s Response to COVID-19: Why Digital Tools Are Important
    • Blog Article

      How Finance Automation Has Evolved and 4 Steps for Implementing It

      Workato’s Response to COVID-19: Why Digital Tools Are Important
    • Solution

      Sales Automations.

      Sales Automations.

    Let’s start automating

    Schedule a Demo