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Unlocking Salesforce and Revalize Integration: A Winning Combination

Sales teams can make miracles happen when it comes to closing deals and securing revenue, but they can’t work their magic without access to the right tools.

One of the most popular customer relationship management (CRM) platforms is Salesforce. Meanwhile, on the configure, price, quote (CPQ) software side of things, Revalize helps manufacturers customize and quote specialty products. The industry-leading technology even has solutions designed for specific manufacturing niches.

It’s worth noting that Salesforce has a CPQ solution within the company’s suite of product offerings, but as an add-on, Salesforce CPQ is missing out on many key capabilities that manufacturers need to effectively and efficiently quote orders. Purpose-built CPQ software, like the solutions found in the Revalize suite, were built from the ground up for configuration, pricing, and quoting, complete with the most advanced features and capabilities in the market. With Salesforce the best at CRM, and Revalize the best in CPQ, integrating these two platforms is a recipe for an efficient custom sales process — and higher profits. How do these two products complement each other? And how do you integrate them? Let’s dive into it.

Why You Shouldn’t Configure Products Manually

Before solutions like Revalize CPQ came along, manufacturers relied on painstaking manual configuration processes. They required a lot of back-and-forth communications between sales and engineers to determine product viability, pricing, and coordination.

Given the time and effort involved, sales was at risk of losing customers to faster, more efficient competitors. But Revalize enables sales teams to gather their customers’ product requirements, generate an accurate price, and deliver a quote in record time.

What Revalize CPQ brings to salesforce

Why would you need a separate CPQ through Revalize when there’s already a Salesforce CPQ? The reality is that Salesforce was designed first and foremost as a CRM, and Revalize has much more functionality. Some of the top features include:
Companies that use an enterprise resource planning system (ERP) for inventory and order management can benefit from the assurance that Revalize CPQ seamlessly integrates with any ERP. It uses the ERP data when generating bills of material and can send order details to the ERP when a customer makes a purchase. In contrast, Salesforce CPQ only integrates with other Salesforce products.
For more than two decades, CAD automation has been a cornerstone of Revalize CPQ. When a product is configured, integrated CAD applications can automatically assemble 3D models and drawings using the configuration data. CAD is missing from Salesforce CPQ without third-party apps.
Revalize lets you show off dynamic 3D and 2D representations of your products, and update them in real-time. Customers can see exactly what they are getting and feel confident when making a purchase.


Unlock the secrets to turbocharging manufacturer operations! Dive into our comprehensive guide, where we demystify CPQ, making optimization a breeze. Click now and revolutionize your manufacturing process.


Unlock the secrets to turbocharging manufacturer operations! Dive into our comprehensive guide, where we demystify CPQ, making optimization a breeze. Click now and revolutionize your manufacturing process.

Why integrate Salesforce CRM and Revalize CPQ?

Whether you’re already a Salesforce customer and need a CPQ or a Revalize customer in need of a CRM, there are several reasons why you should bring these two platforms together. Here are the top benefits:
Even though Salesforce and Revalize are two different solutions, their ability to integrate creates a frictionless workflow. Sales can start a profile in Salesforce and move effortlessly into Revalize to configure products and generate quotes that get added back to the profile in Salesforce.
Revalize CPQ software generates a multi-level bill of material (BOM) for every customized product your company offers. Users can even export the itemized BOM details right to the quote document. This allows them to provide detailed quotes faster than ever before.
After the customer finalizes their desired configuration, users can seamlessly export the data to Salesforce to complete the process. There, sales can convert the configuration into a billable order with the press of a button.This streamlined integration enhances efficiency in the order fulfillment workflow.
Your customer contact information from Salesforce is automatically pulled into quotes produced through Revalize CPQ. The two applications communicate to keep the information in sync so users only need to enter it once.

Moving past the limits of Salesforce CPQ

Salesforce CRM and Revalize CPQ are two of the most powerful sales platforms in any industry. When manufacturers integrate these two powerful tools, they unlock new levels of potential. Revalize's seamless integration with a diverse range of industry-leading platforms makes it one of the most important ingredients for any high-performance manufacturing operation. Schedule a demo to experience Revalize for yourself.

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