The Complete Guide to CPQ and ERP on Salesforce
How mid-market manufacturers connect quoting and operations for an accurate, real-time quote-to-order process
Every manufacturer that runs sales on Salesforce eventually hits the same wall. The quote looks right, the customer signs, and then the order meets reality: a part is on back-order, the configuration has no bill of materials, the cost has moved, or someone keys the order into ERP with a typo. The margin promised in the quote is not the margin the business earns.
Quote-to-Order Control Tower
LiveConfigure
Only valid, buildable combinations
Price
Live cost and margin in view
Promise
Stock, capacity and lead time checked
Order
Won quote becomes the order
One connected path from customer request to sales order, production and invoice.
A practical guide for manufacturing leaders
CPQ software for manufacturers exists to fix the front of that journey. Configure, price, quote (CPQ) software makes sure sales can only offer products the plant can build, at prices that protect margin, in quotes that look professional. Enterprise resource planning (ERP) fixes the back: it plans materials, schedules production, manages stock, ships and invoices. The value comes from joining the two so tightly that a won quote simply becomes the order, with no retyping and no surprises.
This guide shows mid-market manufacturers running Salesforce how to do that. It is written for chief operating officers, finance leaders, heads of sales operations and the Salesforce owners who support them, at companies that make or distribute physical products and want one reliable path from quote to cash.
What you will learn
- Where manufacturers lose margin and trust between the quote and the order
- What CPQ and ERP each do, and which system should own which data
- What the end of sale of Salesforce CPQ means for manufacturers in 2026
- The three ways to connect CPQ and ERP on Salesforce, with their trade-offs
- How a connected, real-time quote-to-order workflow runs, step by step
- How quoting differs for configure-to-order, engineer-to-order, distribution, regulated and aftermarket businesses
- Where AI genuinely helps in quoting, and the guardrails it needs
- How to evaluate manufacturing quoting software, build the business case and roll it out
The quote-to-order problem
Most manufacturers do not have a quoting problem or an ERP problem. They have a handoff problem: sales and operations work from different versions of the truth, and the gap between them is paid for in margin, delivery performance and customer trust.
In a typical mid-market manufacturer on Salesforce, the opportunity and quote live in Salesforce, while items, costs, stock and production live in a separate ERP, a set of spreadsheets, or both. Each system is reasonable on its own. The damage happens at the seams.
Six ways the gap shows up
- Quotes priced on yesterday’s costs. Steel, resin, electronics and freight costs move. A price book updated quarterly cannot protect margin on a quote sent today, and a sales rep cannot see the bill of materials cost behind the price.
- Promises the plant cannot keep. Reps commit to delivery dates based on habit or optimism, without seeing stock, open work orders, supplier lead times or capacity. Operations then expedites, pays premium freight or misses the date.
- Configurations that cannot be built. An option combination looks valid in the quote but has no bill of materials, needs a retired component or breaks an engineering rule. The error surfaces in production, weeks after the customer signed.
- Retyping between systems. Someone rekeys the won quote into ERP. Each retype is a chance to drop an option, swap a quantity, apply the wrong price or miss a delivery instruction.
- Discounts approved without cost in view. Approvers judge a discount percentage, not the margin left after real cost, so the deals that look acceptable are not always the deals that make money.
- Changes made twice, or once. When the customer changes the order, the change has to be made in Salesforce and in ERP. Often only one gets it, and the forecast, the production plan and the invoice drift apart.
Why it matters more now
Three pressures make the handoff more expensive than it used to be. Input costs and supplier lead times are less predictable, so static prices and standard lead times go stale faster. Buyers expect accurate, fast quotes and real delivery dates, often within the same day. And AI assistants, including Salesforce’s Agentforce, can only help sales and operations if they can read live, trustworthy data across both sides of the business.
The result is a simple test for any quote-to-order process: can a sales rep, at the moment of quoting, see whether the configuration can be built, what it will cost, when it can ship and what margin it leaves? If the answer is no, the business is pricing and promising blind.
CPQ and ERP explained
CPQ decides what you sell and at what price; ERP decides how you make, buy, ship and account for it. A manufacturer needs both to agree on four things at all times: the item, its cost, its availability and the order.
What configure price quote does for a manufacturer
- Configure. Guides the rep, partner or customer through valid options using rules: compatible components, required accessories, dimensional limits, regional variants. In manufacturing, the configuration should resolve to something buildable, such as a bill of materials, a product variant or a set of routing steps.
- Price. Applies list prices, customer-specific pricing, volume breaks, contracted rates and discounts. Good manufacturing quoting software also shows cost and margin per line, so pricing decisions are made with the economics in view.
- Quote. Produces a branded, accurate quote document with terms, lead times and validity, and keeps versions as the deal changes.
- Approve. Routes exceptions, such as deep discounts or low margins, to the right approver with the evidence they need.
What ERP does for a manufacturer
- Item master and engineering data: items, bills of materials, routings and revisions.
- Inventory: stock by location, lot and serial, with reservations and allocations.
- Planning: material requirements planning (MRP) and production scheduling against demand and capacity.
- Procurement:purchase orders, supplier lead times and receipts.
- Production:work orders, shop-floor execution and quality.
- Fulfilment and finance: shipping, invoicing, costing, revenue and the general ledger.
Who should own which data
The cleanest designs give every piece of data exactly one owner and let the other side read it, never edit it.
Data: Options and configuration rules
Owner: CPQ
What the other side needs: ERP needs each configuration as a buildable item or bill of materials
Data: Price, discount and approval
Owner: CPQ
What the other side needs: ERP needs the agreed price and terms on the sales order
Data: Item master, bills of materials and routings
Owner: ERP
What the other side needs: CPQ needs valid, current parts and options to sell
Data: Cost
Owner: ERP
What the other side needs: CPQ needs current cost to show margin
Data: Stock, capacity and lead times
Owner: ERP
What the other side needs: CPQ needs them to promise dates
Data: Customer, contacts and opportunity
Owner: CRM
What the other side needs: ERP needs the sold-to, ship-to and billing details
Data: Sales order, production, shipment and invoice
Owner: ERP
What the other side needs: Sales needs status on the account and opportunity
This table is the most useful single artefact in any CPQ and ERP project. Agree it before choosing software, because it reveals where your current process lets two systems, or two teams, edit the same thing.
Salesforce CPQ in 2026: what changed
Salesforce CPQ entered end of sale in March 2025: Salesforce no longer sells new Salesforce CPQ licences to new customers. Existing customers keep support, can renew and can add users. Salesforce describes this as end of sale, not end of life, and says there is no forced migration (Salesforce).
Salesforce’s strategic successor is Revenue Cloud Advanced, part of its Agentforce Revenue Management suite. It is built on the core Salesforce platform rather than as an installed managed package, and it covers a broader revenue lifecycle than quoting alone.
What it means for manufacturers
The change resets the shortlist without removing the underlying problem. Whatever quoting product you choose, it still needs reliable access to items, bills of materials, cost, stock and capacity.
Your situation: New to CPQ, already on Salesforce
What to consider: Compare Revenue Cloud Advanced, third-party CPQ apps on Salesforce, and Salesforce manufacturing solutions that include CPQ inside the ERP. Judge each on its connection to operations, not only its quoting features
Your situation: On Salesforce CPQ today, happy with it
What to consider: No urgent change is required. Avoid deepening dependence on custom scripts and price rules that would need rework in any future move, and keep your item and pricing data clean
Your situation: On Salesforce CPQ, struggling with errors after the quote
What to consider: The problem is usually the handoff to operations, not the quote. Fix the ERP integration or the architecture before replacing CPQ
Your situation: Replacing ERP at the same time
What to consider: Use the moment to decide whether quoting and operations should live in one data model on Salesforce
Questions to ask any Salesforce CPQ alternative
- How does a configuration become a buildable bill of materials or product variant?
- Where does the cost shown in the quote come from, and how fresh is it?
- How is availability checked, and at what moment?
- What happens to the order when the customer changes the quote after acceptance?
- How does the product handle Salesforce releases, and what is the upgrade path?
The end of sale is best seen as a prompt, not a deadline: a good moment to fix quote-to-order end to end rather than swap one quoting tool for another.
Three ways to connect CPQ and ERP on Salesforce
The real architectural choice is where your operational data lives relative to the quote. There are three patterns, and most mid-market manufacturers on Salesforce fit clearly into one of them.
Approach: 1. Salesforce CPQ with an external ERP
How it works: Quoting on Salesforce; an ERP such as NetSuite, Microsoft Business Central or SAP Business One elsewhere, joined by middleware or APIs
How fresh the data is: As fresh as the sync, often minutes to overnight
Handoff risk: Highest: two data models and a mapping to maintain
Best for: Manufacturers with an established ERP they won’t replace
Approach: 2. Salesforce CPQ with a separate Salesforce-native ERP
How it works: Both on Salesforce from different vendors, sharing accounts, users and security
How fresh the data is: Near real time, though product and order objects may still need mapping
Handoff risk: Medium
Best for: Keeping an existing CPQ investment while moving operations onto Salesforce
Approach: 3. One Salesforce-native platform for CPQ and ERP
How it works: Quote, order, production and invoice are records in one data model
How fresh the data is: Real time: they are the same records
Handoff risk: Lowest: no conversion between systems
Best for: Manufacturers consolidating, or replacing spreadsheets and an older ERP
Approach 1: external ERP integration
This keeps a familiar ERP and its finance depth, but turns every handoff into an integration. ERP integration with Salesforce typically uses one of three patterns:
- Scheduled syncthrough middleware such as MuleSoft or an iPaaS. Simple, but data is only as current as the last run.
- Event-driven integration,where a change in one system publishes an event the other consumes. Fresher, but more to build and monitor.
- Live lookups,where the quote calls ERP for availability or price at the moment of quoting. Accurate, but it depends on ERP being available and fast.
Budget for the mapping, not just the connector. Product codes, units of measure, customer records and order structures rarely match one to one, and every change on either side needs the mapping updated.
Approach 2: two native apps on one platform
Running a CPQ app and a native ERP app on Salesforce removes the network hop and shares accounts, users and security. It is often a sensible staging point. The risk is subtler: the two products may model products and orders differently, so you still need a defined conversion from quote objects to ERP order objects, and two vendors’ release cycles to manage.
Approach 3: one data model
When CPQ and ERP are built as one product on Salesforce, the quote, sales order, work order and invoice are linked records. There is no integration to monitor, and AI, reporting and approvals all read the same data. The trade-off is vendor concentration: test the vendor’s depth across manufacturing, planning and finance, not just its quoting screens.
A useful rule: if more than one person in your business spends time fixing data between quoting and operations, approaches 2 and 3 deserve a serious look.
Real-time data and the connected quote-to-order workflow
Real time means each number is current enough for the decision it supports, not that every figure updates every second. Five pieces of operational data decide whether a manufacturing quote is safe to send.
Data in the quote: Available to promise
Where it comes from: Stock on hand, less reservations and open orders
What it protects: Delivery promises on stocked items
How fresh it must be: At the moment of commitment
Data in the quote: Lead time
Where it comes from: Supplier lead times, routings, open work orders and capacity
What it protects: Delivery promises on made-to-order items
How fresh it must be: Whenever suppliers or capacity change
Data in the quote: Current cost
Where it comes from: Bill of materials cost roll-up and latest purchase prices
What it protects: Margin
How fresh it must be: Usually daily
Data in the quote: Configuration validity
Where it comes from: Bills of materials, revisions and engineering status
What it protects: Buildability
How fresh it must be: Whenever engineering releases a change
Data in the quote: Customer terms and credit
Where it comes from: Finance
What it protects: Cash collection
How fresh it must be: At approval and at order
The connected workflow, step by step
In a connected process the quote is the order’s first draft, not a document someone copies from.
- Configure. The rep selects options. Rules block combinations that cannot be built, and the configuration resolves to a bill of materials or product variant. Where a combination is new, the quote is flagged for engineering review rather than sent.
- Price. The price book and pricing rules set the price. Current cost and line margin are visible to the rep, so a discount is weighed against real economics.
- Check availability. Stock, open orders, supplier lead times and capacity produce a promise date for the exact configuration, not a standard lead time.
- Approve. Discounts or margins outside agreed limits go to an approver who sees cost, margin, customer history and the promise date in one view.
- Quote. The quote document is generated with terms, validity and lead time, and every revision is versioned.
- Accept. The customer accepts, by e-signature or purchase order, and the quote is locked.
- Convert. A sales order is created from the accepted quote with the same items, prices, terms and dates. Nobody retypes anything.
- Fulfil. Stock is reserved; MRP raises work orders and purchase demand for what is not in stock; production is scheduled against the promised date.
- Ship and invoice. Shipment and invoice come from the order, and revenue and cost post to finance.
- Learn. Actual cost, actual lead time and on-time delivery flow back into pricing rules, cost roll-ups and promise logic.
Handling change orders
Change orders break more quote-to-order processes than first orders do. Design them deliberately: a change should start from the order, create a new quote version for re-pricing and approval, and update the order, reservations and work orders in one step. If your current process handles changes by email, that is the first place to look for errors.
How quoting differs by manufacturing model
There is no single“manufacturing quote”. The data a quote needs, and where it fails, depends on how you make and sell products. Most mid-market manufacturers run two or three of these models at once.
Model: Configure-to-order
What the quote must get right: Valid options, accurate price and lead time for each configuration
Where it usually fails: Unbuildable combinations, standard lead times that ignore component stock
What to require from software: Rules tied to bills of materials, availability by component
Model: Engineer-to-order
What the quote must get right: Estimates for custom engineering, materials and labour
Where it usually fails: Quotes priced before engineering reviews them; scope creep after acceptance
What to require from software: Estimate workflows, engineering approval, revision control
Model: Make-to-stock and distribution
What the quote must get right: Price, quantity breaks and stock by location
Where it usually fails: Promising stock already allocated elsewhere
What to require from software: Live available-to-promise across warehouses
Model: Regulated, such as medical devices
What the quote must get right: Correct revision, traceable components, documented approvals
Where it usually fails: Quoting superseded revisions, gaps in the record of who approved what
What to require from software: Revision-aware catalogue, approval history, lot and serial traceability downstream
Model: Aftermarket, spares and service
What the quote must get right: Compatible parts for the installed base, service labour, contract pricing
Where it usually fails: Wrong part for the customer’s model, contract terms ignored
What to require from software: Installed-base lookup, contract pricing, field service link
Configure-to-order
This is where CPQ earns its keep. The test is whether a configured product resolves to a bill of materials that production can build, and whether the lead time reflects the slowest component rather than a catalogue standard. Ask vendors to configure a product with an option that depends on a component currently out of stock, and watch what the quote says.
Engineer-to-order
Here the quote is an estimate, and the risk is pricing before engineering has reviewed the scope. Good processes separate a budgetary quote from a firm quote, route firm quotes through engineering approval, and carry the agreed scope into the project or work order so changes are visible and priced.
Distribution and make-to-stock
Speed and stock accuracy matter most. The quote should show what can ship from which warehouse, respect allocations to other orders, and convert into a pick, pack and ship flow without rekeying.
Regulated manufacturers
For medical device and healthcare manufacturers, the quote is the start of a controlled record. It must reference the correct product revision, keep a clear approval history, and hand over to an order process that preserves lot and serial traceability through production and shipping. Fewer handoffs mean fewer gaps for an auditor to find.
Aftermarket and service
Spares and service quotes depend on what the customer already owns. Linking quoting to the installed base and to service contracts prevents wrong parts and missed contract prices, and turns service into a reliable source of repeat revenue.
AI in manufacturing quoting
AI is only as useful in quoting as the data it can see. An assistant that reads the quote but not stock, cost and capacity will produce confident answers that are wrong. That is why native data access, where quoting and operations share one Salesforce org, has become a practical requirement rather than an architectural preference.
Use cases that pay back
Use case: Quote from an email or RFQ
What AI does: Reads the customer’s request and drafts a configured quote
Data it needs: Product catalogue, configuration rules, customer history
Guardrail: Rep reviews every line before sending
Use case: Margin guidance
What AI does: Flags lines priced below target margin and suggests a price range
Data it needs: Current cost, win/loss history, customer pricing
Guardrail: Suggests only; the rep or approver decides
Use case: Promise-date check
What AI does: Explains the earliest realistic delivery date and what drives it
Data it needs: Stock, open orders, supplier lead times, capacity
Guardrail: Shows its reasoning and sources
Use case: Approval summaries
What AI does: Summarises why a quote needs approval and what changed since the last version
Data it needs: Quote versions, cost, approval rules
Guardrail: Approver makes the decision
Use case: Substitution suggestions
What AI does: Proposes an in-stock alternative when a component is short
Data it needs: Bills of materials, approved alternates, stock
Guardrail: Engineering-approved alternates only
Use case: Order risk alerts
What AI does: Warns when an accepted quote is unlikely to ship on time
Data it needs: Order, work orders, purchase orders, supplier performance
Guardrail: Alerts people; never changes the order itself
Guardrails that make AI trustworthy
- Explain every suggestion. Show which data the answer used and how fresh it is.
- Respect permissions. AI should only see and use data the user is allowed to see.
- Keep people in charge of commitments. Prices, discounts, promise dates and orders are approved by a person, every time.
- Log what AI suggested and what people accepted,so approvals and audits remain clear.
- Degrade gracefully. If the AI service is unavailable, quoting must still work.
The practical question for any vendor is not“do you have AI? ”but“show me your AI acting on live stock, cost and capacity in my Salesforce org, with an approval step”.
How to choose CPQ software for manufacturers
Judge manufacturing quoting software on what happens after the quote, not on how the quote looks. Most demos are built to impress at the configure and price steps; the expensive failures happen at conversion, change and fulfilment.
A weighted scorecard
Adjust the weights to your business, but keep operations connection at the top for any manufacturer.
Criterion: Connection to operations
Suggested weight: 25%
What good looks like: Quote converts to sales order, work orders and purchase demand with nothing retyped
Criterion: Configuration depth
Suggested weight: 15%
What good looks like: Rules tied to bills of materials, revisions and component availability
Criterion: Pricing and margin control
Suggested weight: 15%
What good looks like: Cost and margin per line; approvals on margin, not just discount
Criterion: Real-time availability
Suggested weight: 10%
What good looks like: Promise dates from stock, lead times and capacity
Criterion: Salesforce fit
Suggested weight: 10%
What good looks like: Native objects, users, sharing and security; no second login
Criterion: Change handling
Suggested weight: 10%
What good looks like: Changes after acceptance flow through quote, order and production once
Criterion: AI with guardrails
Suggested weight: 5%
What good looks like: Suggestions that explain themselves and never commit without approval
Criterion: Implementation and support
Suggested weight: 10%
What good looks like: Fixed-scope starter package, references in your industry, clear upgrade path
A demo script that reveals the truth
Ask every vendor to run the same scenario with your data:
- Configure one of your real products, including an option that depends on a component with low stock.
- Increase the cost of a key component and show how the quote’s margin changes.
- Apply a discount that breaches your margin rule and route it for approval.
- Accept the quote and convert it to a sales order. Show the resulting work order and purchase demand.
- Change the quantity after acceptance. Show what happens to the order, reservations and production plan.
- Show the full history: who changed what, when, and who approved it.
Watch for any step where data is typed twice, exported to a spreadsheet or explained as“custom”.
Questions to ask every vendor
- Which parts of this demo are standard, and which were configured or built for us?
- How many customers like us run this process in production today, and can we speak to two?
- What does a typical implementation include, what does it cost, and how long until go-live?
- How do Salesforce releases affect your product, and who tests them?
- What is your roadmap for AI, and what works today?
Total cost of ownership
Compare more than licence prices. Include CPQ and ERP licences, Salesforce licences for every user who needs access, middleware or integration licences, implementation, data migration, integration maintenance, internal admin time and the cost of upgrades. Architectures with fewer systems often cost more per licence and less overall.
Implementation roadmap and business case
The fastest route to value is to fix the handoff first and add sophistication second. Manufacturers that start with complex pricing rules and leave conversion for later usually end up with impressive quotes and the same order errors.
Where you are today: a maturity model
Level: 1. Spreadsheet quoting
What it looks like: Quotes built in spreadsheets or documents; orders keyed into ERP
Typical symptoms: Pricing inconsistency, slow quotes, frequent order corrections
Next step: Put a product catalogue and quoting on Salesforce
Level: 2. Standalone CPQ
What it looks like: Quotes on Salesforce; ERP separate; orders rekeyed or exported
Typical symptoms: Clean quotes, but errors and delays at conversion
Next step: Automate quote-to-order conversion
Level: 3. Integrated CPQ and ERP
What it looks like: Orders created automatically; cost and stock synced on a schedule
Typical symptoms: Occasional stale data, mapping maintenance, change orders by email
Next step: Bring live availability, cost and changes into the quote
Level: 4. Connected quote-to-cash
What it looks like: One data model from quote to invoice; real-time cost and availability; AI on live data
Typical symptoms: Margin and delivery measured from quote to invoice
Next step: Optimise pricing and promise rules using actual results
A practical rollout plan
- Map the current process. Follow five recent orders from request to invoice. Record every retype, delay, correction and spreadsheet. This becomes your baseline and your business case.
- Agree data ownership. Use the ownership table earlier in this guide. Name one owner for the item master and one for pricing.
- Clean product and item data. Agree one product structure, one set of codes and one set of units. This is usually the longest step and the one that decides success.
- Connect the order handoff. Automate conversion of accepted quotes into sales orders first; it removes the most retyping and the most errors.
- Add real-time checks. Bring availability, lead time and cost into the quote once the handoff is reliable.
- Handle changes. Design the change-order path so amendments flow through quote, order and production once.
- Extend. Add margin-based approvals, AI suggestions, partner or customer self-service quoting, and service quoting.
Common mistakes
- Starting with the connector instead of the item master. If product and item data do not match, a good integration moves bad data faster.
- Syncing nightly for data used in promises. Stock and lead times need to be current at the moment of commitment.
- Letting two systems edit the same field. Decide one owner per field before go-live.
- Rebuilding the quote in ERP. Convert it; retyping is where errors start.
- Ignoring change ordersuntil after go-live.
- Measuring go-live instead of outcomes. A launched system that still needs order corrections has not solved the problem.
The KPIs for your business case
KPI: Quote turnaround time
What it shows: Sales speed
How to measure: Request received to quote sent
KPI: Order correction rate
What it shows: Handoff quality
How to measure: Share of orders changed after conversion for errors
KPI: On-time delivery to promised date
What it shows: Promise accuracy
How to measure: Shipped on or before the date in the quote
KPI: Quoted versus realised margin
What it shows: Pricing and cost control
How to measure: Margin at quote compared with margin at invoice
KPI: Quote-to-order conversion time
What it shows: Process friction
How to measure: Acceptance to sales order created
KPI: Admin time on data fixes
What it shows: Integration burden
How to measure: Hours a week spent reconciling systems
Measure each KPI before you start and monthly after go-live. The before-and-after comparison is the business case, and it is far more persuasive to a board than any vendor benchmark.
Where Axolt fits
Axolt is built for the third approach: one Salesforce-native platform for quoting and operations. It is a Salesforce-native ERP that includes CPQ alongside inventory, manufacturing (bills of materials, work orders and routings), MRP, production planning and scheduling, quality control, procurement, warehouse management, logistics and finance. The quote, the sales order, production and the invoice sit on the same Salesforce platform as your accounts and opportunities, so there is no quote-to-order handoff between systems to maintain.
That design gives manufacturers three practical benefits. Reps quote with operational data in view rather than from a static price book. Operations receives orders exactly as sold. And Axolt’s AI agents, together with Salesforce’s own, work on the same live records, with approval before consequential actions.
If you already use Salesforce CPQ, you don’t have to replace it to start: Axolt can connect to Salesforce CPQ and Billing while operations move onto Axolt.
If you run an established ERP outside Salesforce and don’t plan to replace it, the first approach in this guide may suit you better. Axolt is strongest where sales and operations both want to work on Salesforce.
Frequently asked questions
What is CPQ software for manufacturers?
It is configure, price, quote software built for products with options, bills of materials and lead times. It stops reps quoting products that cannot be built, prices them from current cost and produces accurate quotes quickly.
What is the difference between CPQ and ERP?
CPQ decides what you sell and at what price. ERP decides how you make, buy, ship and account for it. A manufacturer needs both to agree on items, cost, availability and orders.
Is Salesforce CPQ still available?
Only to existing customers. Salesforce stopped selling it to new customers in March 2025 and positions Revenue Cloud Advanced as its successor. Existing customers keep support and can renew.
Do I need ERP integration if I already have CPQ?
Yes, if you want accurate promise dates and margins. Without ERP data, CPQ quotes from static prices and guesses at delivery.
Can CPQ check stock and lead times?
Only when it can read inventory and planning data. On a single Salesforce-native platform it reads the same records; with an external ERP it depends on how often data syncs.
What are Salesforce manufacturing solutions?
The term covers Salesforce’s own industry products and the native apps built on Salesforce for manufacturers, including ERP, CPQ, MES and field service. Native apps share Salesforce’s data model, users and security.
How long does it take to connect CPQ and ERP on Salesforce?
It depends mostly on the state of your product and item data, not the software. Cleaning that data is usually the longest step, and a fixed-scope starter project is the most reliable way to control time and cost.
What should I measure to prove the value?
Quote turnaround time, order correction rate, on-time delivery to the promised date and quoted versus realised margin, measured before and after.
Run your own quote-to-order scenario on Salesforce
Watch one of your own products go from a configured quote to a sales order, a work order and an invoice on one Salesforce platform. Book an Axolt demo.