Salesforce + Infor CPQ Integration

Say good-bye to manual sales with CPQ & Salesforce integration.

Salesforce CRM, you streamline quoting, reduce errors, and accelerate sales. Automate data flow between systems, ensure pricing accuracy, and give your team a seamless way to configure, price, and quote—without the hassle of manual entry. Unlock efficiency and keep your sales process moving.

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A Small Addition with Big Benefits.

Infor CPQ and Salesforce Integration allows:

  • Pull customer details into CPQ for a smoother quoting experience.
  • Push quote information directly into Salesforce CRM—no manual entry needed.
  • One-click access allows you to launch your configurator right from Salesforce.
  • With CPQ and Salesforce communicating, adding new products is quick and hassle-free.
  • Keep teams aligned with real-time, accurate information in one place.

CPQ and Salesforce Integration: Better Communication

Connecting CPQ with Salesforce ensures seamless data flow across your business. With this integration, sales teams and dealers can manage the entire quoting process within Salesforce without switching systems. Customer details sync effortlessly between platforms, allowing quick access to accurate information. Quote numbers and statuses automatically update from CPQ and ERP into CRM, creating a single, reliable source of truth for your team.

 

Keep It All Together

Integrating Salesforce CRM with Infor CPQ keeps your sales process seamless and efficient.

Customer Information

Integration ensures customer and shipping details stay updated across all systems.

Real-Time Order Status

Easily track and communicate order updates between CRM and CPQ.

Flexible Quoting

Generate quotes anytime, anywhere with an integrated configurator

Effortless Data Flow

Automatically sync quotes and customer details between platforms.

Integrate Your Critical Sales Tools and Empower Your Team with an Infor and Salesforce Integration

RenaissanceTech specializes in both standard and custom Infor CPQ and Salesforce integrations, helping businesses streamline their sales process. Explore our expertise and see how we can enhance your workflow. Have questions about Salesforce CRM and CPQ integration?

Integrate Salesforce & CPQ

FAQs on CPQ and Salesforce Integration

Will any quoting and order entry tasks still need to be done in ERP?

No, the entire process can be handled within Salesforce and CPQ. Once the quote is finalized in Salesforce, CPQ submits the order directly into the ERP system, eliminating the need for manual entry or additional steps in the ERP.

Who manages the integration and mappings?

Infor manages the integration, including mappings and configurations.

Which system do I send quotes from, Salesforce or CPQ?

Quotes generated in CPQ and sent to Salesforce can be emailed just as they would be with any other Salesforce-generated quote.

Can we make changes ourselves, or do we need to submit support requests?

Any changes or updates typically go through their support team, so you won’t be able to modify them directly.