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Configure, Price, Quote inside Salesforce

Empower your sales team with a powerful visual configurator directly embedded in Salesforce Sales Cloud.

Why Salesforce Needs a Configurator

Salesforce manages relationships. CPQ manages the product.

Salesforce is the world's #1 CRM, but out-of-the-box it lacks deep manufacturing logic.

  • Visual Configuration: Salesforce CPQ is text-based. Mercura adds 2D/3D visualization.
  • Complex Rules: Handle thousands of constraints without hitting Governor Limits.
  • Manufacturing Output: Generate BOMs and CAD files, not just PDF quotes.

Salesforce Handles

  • Customer Data (CRM)
  • Opportunity Management
  • Pipeline Forecasting
  • Approval Workflows
  • Chatter Collaboration

Mercura Handles

  • Product Configuration
  • Visual Rendering
  • Complex Engineering Rules
  • Dynamic Pricing Math
  • Technical Docs Generation

Measurable Business Outcomes

3x
Faster Quote-to-Cash
0
Pricing Errors
100%
Pipeline Visibility
50%
Less Admin Time

Key benefits of Salesforce Sales Cloud integration

Unified Quote-to-Order Process

Configure products, build quotes, and convert to sales orders—all from within Salesforce. Mercura CPQ keeps product, customer, and quote info synced so there’s no double entry or silos.

Real-Time Pricing, Discounts & Product Data

Leverage Salesforce product catalog, price rules, and customer data directly in Mercura CPQ. Quotes always reflect current product availability, valid discounts, and customer-specific pricing—reducing errors and over-promising.

Accelerated Deal Cycle & Quote Accuracy

Automate approval workflows, guided selling, and document generation. Sales reps can generate professional, accurate proposals faster, boosting win rates and customer confidence.

Seamless Data Flow Architecture

Mercura embeds as a Canvas App or LWC within Salesforce. We read Opportunity data and write back Quote Line Items.

Salesforce
  • Account
  • Opportunity
  • Pricebook
  • Currency
Account, Opportunity, Pricebook, Currency
Context into engine
Quote lines back
Mercura CPQ
  • Configuration UI
  • Rule Engine
  • Visuals
Configuration UI, Rule Engine, Visuals
"

Success in CRM

"Our reps stay in Salesforce all day. Mercura feels like a native part of the system but gives us the power of a manufacturing engine."
VP of Sales Operations
Industrial Machinery Corp
Adoption increased by 80%

Se Mercura i aktion

How We Connect

1

Install

Install Mercura Package.

2

Auth

Configure Connected App.

3

Map

Map Product Fields.

4

Embed

Add to Opportunity Page.

Enterprise Risk Reduction

Is it a native app?

We use hybrid technology (Canvas/LWC) to give a native feel without storage limits.

Does it work with Salesforce CPQ?

Yes, we can act as the configuration engine feeding Salesforce CPQ pricing.

How is authentication handled?

We use Salesforce SSO (Single Sign-On) and OAuth for security.

Do you support Lightning Experience?

Yes, Mercura is fully compatible with Lightning and Mobile.

Connected Ecosystem

Mercura links CRM to ERP.

CRM (Salesforce)
ERP (SAP, Oracle)
Doc Gen (Conga)

Book en CPQ demo