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Connect Tacton CPQ with Salesforce

Release the combined power of Salesforce and Tacton CPQ

With seamless out-of-the box connections between Salesforce and Tacton, you foster a more responsive, cost-effective and customer-centric business. Tacton CPQ’s Connect-to-Anything provides a SaaS-hosted, no-code platform to connect Tacton with Salesforce for various use cases. Without the involvement of your IT departments.

Sell advanced industrial equipment with the help of Tacton CPQ – directly in Salesforce

Salesforce Sales Cloud empowers you to keep track of your customers and sales, but configuring and pricing advanced industrial equipment is simply too much a feat for a CRM. That’s why you need a CPQ.

With our connectors – all hosted by Tacton – you sync Accounts and Opportunities across the two systems. Your sales reps configure, price and quote with Tacton CPQ embedded in Salesforce, without separate login. Deal data and documents are automatically available in Salesforce for customer sharing, sales forecasting and pipeline analysis.

Watch Tacton CPQ’s Salesforce Sales Cloud integration in action

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Seamlessly embed Tacton user interface in Salesforce

Tacton CPQ provides an embedded and single-sign on solution for Salesforce Sales Cloud and Salesforce Experience Cloud  – empowering the sales rep or partner to configure, price and quote inside Salesforce – without having to login to Tacton. You can adjust the functions, page layouts and styling of the Tacton UI, so that the embed aligns with your Salesforce environment and business processes.

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Let your partners configure, price and quote industrial equipment directly in Salesforce Experience Cloud powered by Tacton CPQ

If you use Salesforce’s Partner Relationship Management solutions, you can embed Tacton’s Configure, Price and Quote directly in there. This means that your partners can define and price your highly customizable products with an easy-to-use configurator directly inside Salesforce Experience Cloud.

Learn how our customers create value with Salesforce integrations

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“The greatest value of Tacton CPQ in Metso is that it puts the customer in center.”

Read customer story

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“We run Salesforce for the opportunity management […]. We have achieved so much better control in both what we sell and and how we sell.”

Read customer story

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“Tacton is integrated into Salesforce as well. It’s simply just a button. The sales rep have to do four or five clicks, then they actually have the quotation that they need, and then they can ship it out.”

Read full customer story

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