Volume Pricing in Salesforce Made Simple – No CPQ Required
At a Glance
Salesforce's lack of support for quantity-based pricing puts many businesses in a difficult position. While traditional CPQ tools can address this issue, this software is often costly, complex, and excessive for many businesses.
The GSP Volume Pricing app offers a faster, simpler alternative, supporting both band and tier-based pricing directly within Salesforce and eliminating the need for CPQ. Designed for ease of use and quick deployment, the Volume Pricing app helps sales teams apply volume discounts accurately and efficiently, enabling smarter selling.
Struggling to set up volume pricing in Salesforce? You’re not alone.
Salesforce lacks a standard feature that supports volume pricing on opportunities and quotes, which leaves many businesses stuck.
Of course, you can implement CPQ (Configure, Price, Quote) solutions, but the complexities, price tag, and time required to set up these systems put many people off.
That’s where the Volume Pricing app comes in. It’s a straightforward and fast way to implement quantity-based pricing directly in Salesforce, at a fraction of the cost.
In this article, I'll explain precisely how the Volume Pricing app works, everything it can do for you, and how to start with a proof of concept.
Prefer watching instead? This quick video demonstrates how the Volume Pricing app helps sales reps sell smarter.
Let’s start by seeing how the app works.
Volume Pricing: Bands vs Tiers
The GSP Volume Pricing app supports volume pricing in two ways: bands and tiers.
Band-Based Volume Pricing
With band-based pricing, customers pay the same price for all units, with the band determining the price.
For example, your pricing table might look like this:
Here's how this pricing table works in Salesforce using the Volume Pricing app:
If the salesperson enters a quantity of 15, the unit price is $900, and the total price is $13,500:
Alternatively, if the quantity is 25, the unit price is $800.
Tier-based Pricing
With tier-based pricing, the customer pays a different price for each tier.
For example, using the same table, the customer gets no discount for the first ten units, a 10% discount for the units between 11 and 20, and a 20% discount for the units between 21 and 30.
Here’s how that looks in Salesforce, based on a quantity of 25. The app determines the appropriate price by combining different prices for each tier. In this example, that's $920 per item.
As you can see, for two matching sets of discount thresholds, tier-based pricing will always generate a higher per-unit figure than band pricing.
You can also use tier-based pricing to manage incremental pricing. In other words, the price will slightly differ for each additional unit increase of one.
Volume Pricing Reports and Dashboards
The Volume Pricing app includes critical reports and dashboard charts to give you complete visibility of customer discounts.
These images show opportunity product discounts by salesperson and product category. You can adjust and customize these reports and charts to tailor the information to your specific regions and product groups.
Volume Pricing with the Product Manager
The Volume Pricing app integrates seamlessly with the GSP Product Manager.
Many companies use the Product Manager to make it easier for salespeople to find the right products, or when they need to add product bundles and packages to opportunities and quotes.
The Product Manager and Volume Pricing apps seamlessly provide salespeople with a powerful, straightforward, and intuitive interface. Take a look at this video to see how that works:
To find out more about using the Product Manager, and bundles and groups in particular, use this blog post:
How To Create Product Bundles and Groups In Salesforce Without CPQ
How to set up Volume Pricing in Salesforce
Now that we've seen the app from a salesperson's perspective, let's examine how to set up the Volume Pricing app in Salesforce.
Prefer to watch instead? Click here to watch instead.
Once you have installed the Volume Pricing app and finished the setup for the page layouts, click the New Volume Pricing button in the top right corner of the Volume Pricing tab.
We can select a Volume Discount Method of Bands or Tiers on this next screen.
For this example, let's use Bands. Clicking Bands allows us to enter essential details, including the Volume Pricing Name, Price Book, Start Date, and, optionally, the End Date.
Now that we have done this, we can select our products.
Let's open the Generators product category and choose a product. Once selected, the product is added to the right-hand pane.
Clicking Next will allow us to input our bands, specifying the Start and End Quantity and the discount from the List Price. For this example, I have created five volume pricing bands for the product.
As you can see below, I left the End Quantity blank for the final band. In other words, the customer receives a 20% discount on this product for a quantity of 41 or more.
And that's it! The same process is required to create tier-based volume pricing. Here's a video to showcase this for both band and tier-based volume pricing:
Commonly Asked Questions
What To Do Next
Ready to take the next step? Here are three ways you can explore the GSP Volume Pricing app further:
1. Try the Volume Pricing app for yourself: Install it from the AppExchange Listing into your sandbox or production environment to see how it works.
2. Are you using product bundles or groups? The GSP Product Manager is designed to make managing groups of products much easier in Salesforce. Learn more about the Product Manager here.
3. Get in touch! We’ll walk you through the app, answer your questions, or help you get started with a proof of concept. Complete the form below to get started.
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Interested in the GSP Volume Pricing app?