How to Make Salesforce CPQ Work for your Complex Quoting Needs

Watch how teams handle Salesforce CPQ quotes with thousands of lines, bulk change quote data, and keep their Excel pricing process. 30-minute on-demand session.

Webinar at a glance

In this 30-minute on-demand webinar, Valorx's Jerret Kasper covers where Salesforce CPQ struggles with complex quoting: mass updating quote data and managing quotes with hundreds or thousands of lines. He shows how teams keep their existing spreadsheet processes while Salesforce stays the single source of truth for revenue operations, with a live demo and use cases from manufacturing, high-tech and financial services.

Who it is for: revenue operations, sales operations, deal desk and sales teams who work in Salesforce CPQ every day.

Speaker: Jerret Kasper, Valorx. Jerret has spent over 10 years helping enterprises solve their CPQ issues.

What this webinar covers

1. Common Salesforce CPQ issues and how to mitigate them

The problems revenue operations teams run into most often in Salesforce CPQ, and practical ways to reduce their impact.

2. Managing Salesforce CPQ data from Excel

How Valorx connects Salesforce and Excel so CPQ data can be worked on in a familiar spreadsheet and saved back to Salesforce.

3. Quotes with hundreds or thousands of lines

How to bulk change quote line data on very large quotes through an easy-to-use interface, instead of editing line by line.

4. Quoting interfaces that fit your business

How to build quoting views around the way your team works, keep internal spreadsheets in the process, and still use Salesforce as the single source of truth.

5. Live demo and customer use cases

A live walkthrough of the solution, plus examples from manufacturing, high-tech and financial services companies.

Industry use cases in this session

Manufacturing: large, multi-line quotes that are slow to build and update in the standard quote editor.
High-tech: frequent bulk changes to quote data across many lines and products.
Financial services: quoting processes that still depend on internal spreadsheets alongside Salesforce.

See how other teams have done it in our customer stories.

Frequently asked questions

What are the main limitations of Salesforce CPQ for complex quoting?

Teams most often struggle with mass updating quote data and with quotes that run to hundreds or thousands of lines, where line-by-line editing becomes slow. Read more in Salesforce CPQ: pros and cons.

Can you manage Salesforce CPQ quotes in Excel?

Yes. With Valorx Fusion, quote data can be edited in Excel and saved back to Salesforce, so spreadsheet-based pricing processes keep working while Salesforce remains the system of record. See Valorx Fusion.

Do you need to replace Salesforce CPQ to fix complex quoting?

No. The approach in this session extends Salesforce CPQ rather than replacing it, adding a faster way to work with large quotes and bulk changes. See complex quoting with Valorx.