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  »    »  services  »  Custom Salesforce CPQ Implementation

Custom Salesforce CPQ Implementation

Transform extensive review processes into moments to speed up purchases and invoicing.

Salesforce CPQ API Implementation

Efficiency and Compliance

Convert lengthy periods of editing, circulation, and review into mere minutes for fast, accurate, and specification-compliant results.

Streamlined Selling Cycles

Facilitate Salesforce contract management with dynamic quotes adaptable to complex sales scenarios, unifying Sales, Finance, and Product processes.

Enhanced Document Utility

Enable support for multiple currencies, price books, and geographic locations.

Team Performance and Compatibility

Anticipate that 70% of sales teams will utilize CPQ systems, aligning with Salesforce projections.

Our Services for

Custom CPQ Implementations

as a Salesforce Silver Consulting Partner

Understanding Your Business

  • Engage with sales personnel to identify key bottlenecks.
  • Consider geographical distribution and customer preferences.
  • Review and streamline approval flows to mitigate delays.
Understanding Your Business
Supporting Buying Behaviors

Supporting Buying Behaviors

  • Offer options between discounts and promotions.
  • Provide bundled or a-la-carte services.
  • Simplify bundling and special offers to enhance customer engagement.
  • Utilize need-based queries to generate suitable options quickly.

Change Management

  • Ensure minimal downtime and promote system adoption.
  • Manage adjustments and removals in configured quote items efficiently.
  • Facilitate comprehensive knowledge transfer to all stakeholders.
Change Management
Unify Sales & Finance with smarter Quotes & Selling through

CPQ Implementations

Shorten the sales cycle, without missing any detail

Adaptive Sections and On-brand Quotations

  • Single-Click contracts with dynamic sections
  • With eSigning integrations enabled for faster closure

Distill Complex Selling

  • Accurate, assistive recommendations for your front-line reps
  • Dynamically group, tier, and price product items and discounts instantly

Propel Approvals

  • Pipeline discount, quote, and contract approvals in bulk, sequence, or concurrently
  • Complex piecewise approvals, Intelligent auto-approvals, tiered approval requests, and multichannel notifications

Do more with Complex orders

  • Reduce redlining, capture more options with one document
  • Support multiple locations, subscriptions opt-ins at the client site, cumulative orders

Reconcile Billing completely

  • Leave no loose ends at deal-closure
  • Move orders consecutively through the choice of invoice type, tax, payment method, and backend account reconciliation

Frequently Asked Questions

The process of setting up CPQ software for an organization to use is known as CPQ implementation. This involves establishing price structures, quoting processes, and CPQ product rules.

Coding skills are not necessary for Salesforce CPQ to function as it is integrated within Salesforce. Additionally, as Salesforce CPQ is meant to assist the sales team, sales representatives do not have technical expertise, hence coding is not required to create custom sales processes using Salesforce CPQ.

With a little research, practice, and access to helpful tools, even a complete rookie can become proficient in Salesforce very fast. Therefore, we think Salesforce is not that difficult, but it is also not that simple to learn and utilize unless you have specific abilities or thought processes in place.

CPQ applications consider optional features, customizations, quantities, and discounts, enabling sales representatives to provide pricing fast and precisely. Salesforce CPQ provides your sales team with user-friendly software that is accessible from any device thanks to its cloud-based platform.

Salesforce Billing is an add-on package that takes crucial records and data from Salesforce CPQ. When a sales professional completes a quote and purchases it through Salesforce CPQ, Salesforce Billing retrieves the order information for billing, payment, and revenue recognition.