Very often there is a need to showcase Salesforce CPQ, end to end, to the prospect or to the client. Depending on the interest, the focus of such demo can vary between one session and another. However, I believe there is one, solid base flow to follow in such demos. That flow is based on the typical business scenario and how the business runs.
The ideal, end to end demo of Salesforce CPQ should go through the following steps:
- Start with an Account details
- Create Opportunity and walk the client through the detail screen
- Create a Quote and show the Quote detail page.
- Enter the Quote Line Editor (QLE)
- Add and configure some products, focus on the selection process and configuration of products
- Review the QLE screen and save the quote
- Preview the quote document, talk about sections and content
- Go through the quote lifecycle: submit for approval, approve, change status
- Generate the document and send via e-signature
- Generate an Order
- Contract an Order
- Review the Contract and Subscription details.
- Amend the Contract
- Generate Renewal Opportunity & Renewal Quote.
That is at the high level plan for Salesforce CPQ demo. And you can put accent and much details into every of the steps above, customise it as per your need, spend much time talking about the details and various scenarios within each step. However, if you keep the above steps in your demo, you will stick to the generic flow of business, and typical Quote/Order/Contract lifecycle.
