| CPQ | Salesforce | Random CPQ/SF Questions | Finance |
|---|---|---|---|
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2 Opps & 3 Quotes
For a Renewal - Increase, how many opps and quotes should I have?
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Lost Type, Loss Reason, and Lost To
When marking an account closed/lost, what is required to be filled out?
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Look at the SF documentation
If I have a sf question, what should I do first?
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Subscription for the pilot term plus Professional services.
What costs are charged in the pilot opt out fees?
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Account > Governing Agreements
I don't have a customer signature block, where do I fix that?
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1. Churn Notice Date
2. Churn Date 3. Health Status = Churn 4. Churn Reason 5. Attach email PDF
When an account Churns, what needs to be filled out?
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Who should you always cc on your renewal communications?
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Purchase Order. Issued by the customer to release payment for invoice.
What is a PO? And how is it used?
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Invoice Schedule
Customer will be paying different amounts in year 1 vs year 2, what field should I put that in?
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Expansion: Pixlee - Logo/Brand
Cross Sell: New Brand Pixlee is now what type of opportunity?
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Online Terms: Customer
MSA: Customer & Bryan
Who needs to sign the service order if they are under online terms? MSA?
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$7,000 - Technical Services are billed annually up front.
If a customer has $10,000 Subscription, $2,000 of Technical Services billed Semi Annually, How much will their first invoice be?
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For any Midterm Upsell, you will amend the current contract. Do not create a brand new opportunity.
What should I do for a mid-term upsell?
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Attach it to the account page
If I am not using DocuSign within SF what must I do as soon as a customer signs the service order?
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Mark the quote as primary
My quote information is not rolling up to the opportunity, how do I fix this?
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False, I forward the request with attachments to [email protected]
Your customer is requesting a vendor form to be filled out. After filling it out I should ping Alexis for our W9.
True or False? Correct the statement if needed. |
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Check the boxes for Renewal Forecast and Renewal Quoted on the contract
My renewal opportunity was never generated, what can I do do generate one?
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Stage 1 & Stage 2
At what stages can I mark an opportunity as sales rejected instead of closed/lost?
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Change quantity of the product to 20
Customer is getting 20 PS hours, how can I do that in CPQ?
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Offer semi annual - credit card autopay.
Offer quarterly - credit card autopay. Last but least - Monthly auto pay, with managers approval.
You tried to get annual payments from your $8K ARR customer but they cant afford to pay for the subscription up front. Give two examples of what to offer to support your customer and close the deal.
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