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Advantages of Salesforce CPQ Advanced Approvals

By Darren Starr
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While standard Salesforce Approval Processes are available for use with Salesforce CPQ, there are often use cases for more advanced approval mechanisms.  That’s where Advanced Approvals can prove valuable.

Here are the primary advantages of Advanced Approvals:

  • Smart Approvals

If an approver or approval group has already approved a quote and it gets rejected in a higher tier, the same approver or approval group isn’t required to reapprove when the quote is resubmitted. Salesforce CPQ remembers the sequence.

  • Parallel approvals

When approvals are needed from different groups, parallel approvals allow separate approval threads, reducing overall approval and sales cycle time.

  • Dynamic approvers

If different approvers are needed in different cases, approval processes can be configured to ensure accurate routing and approvals.

  • Required Approval Visibility

Reps have complete visibility into the approvals needed to close deals.  See the visualization image below.

  • Enhanced Approval Emails

Approval notifications are sent using Visualforce Email Templates, providing the ability to supply more relevant information to the approver such as product details from the quote and completed approval steps and comments.  Approvals can also be provided via email response.

  • Delegated Approvers

Used for assigning an approver to take over for someone while they are out of the office.

  • Replacing Approvers

If a certain approver is no longer required to approve quotes, they can be replaced with clicks. This eliminates the need to delve into every single approval process the old approver was a part of to manually replace them.

Here is a visual example of how a serial and parallel approval process can be configured.

Here is an example of the approval visualization available to reps on a quote.

Contact StarrData to learn more about how Salesforce CPQ and Advanced Approvals can improve the accuracy and efficiency of your sales process.

Posted in Salesforce Administration, Salesforce CPQ, Salesforce Tips

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