Salesforce CPQ

Your #1 Resource for CPQ Implementations Integrations Development Consulting Support Training Reporting

We’re here for you every step of the way

Evaluate

We’ll help evaluate whether Salesforce is a good fit for you. We’ll find the right clouds and supporting applications/integrations you need to accomplish your business goals.

Design

We will design an effective system that empowers users while providing leadership with the insights on the overall performance they need to make business decisions.

Build

The solution is built in a transparent manner where you understand what is being built and why design patterns are being used, so you can successfully and fully own the product.

Training/Adoption

We want you to get the most out of your investment and will provide the stakeholders and product owners with the training and tools to measure and encourage the adoption of Salesforce.

Measure

We’ll provide you with metrics to understand what’s working well and what can be improved, so you can plan and be agile and respond to changing market conditions.

CPQ Implementation & Consultation Services

CPQ Implementation

Whether your Quoting needs are extremely complex or straightforward, implementing CPQ to meet your specific needs in conjunction with Salesforce best practices is paramount when it comes to getting the most value out of your investment. We’re certified CPQ experts that specialize in working with you to identify all of the nuances of your quote-to-cash process and taking those needs and converting them into CPQ functionality that is efficient, scalable and user-friendly.

Ongoing CPQ Admin Support

You and your team were hired to carry out very specific duties within your company and CPQ administration, optimization and configuration were most likely not included in those job descriptions. As certified CPQ experts, we exist specifically to support your Salesforce needs on an ongoing basis. Let us take care of CPQ administration while you take care of running your business.

Product and Product Bundle Configuration

The beauty of CPQ is that it allows for us to take complex Product offerings and simplify them within our Salesforce environment. Leveraging the power of CPQ, we can create Product Bundles with predefined Product Options to ensure that users are positioning the correct products based on the needs of the customer. Dynamic Product Rules can be leveraged to ensure that users are presented with the right options at the right times and reduce confusion and errors during the quoting process. Let us help you streamline your quoting process.

Pricing and Discounting Configuration

Whether you have tiered pricing, complex discount matrixes or if you need to leverage dynamic pricing based on a variety of factors, we can help standardize your pricing model throughout the Quoting process. In addition to dynamic pricing models, we can help you enforce Discounting permissions on an overall Quote level or down to the individual product itself. Let us help you get your Pricing and Discounting rules in place to help you protect margin and arrive at the right price, every time.

Guided Selling

Whether your sales team is comprised of seasoned veterans or greenhorns, we can configure CPQ to guide users through a selling process in order to reduce quoting time, standardize processes and position the right products based on the customer’s needs. We work with you to identify the key inflection points in your sales process and position the right tools to streamline your process.

Quote Template Document Creation

You want the way you present your offerings to reflect the quality of those offerings as well as your organization, with CPQ Quote Templates and Conga Quote Generation options (CPQ Plus only), we can help deliver a branded output document that makes your clients take notice. From static templates to dynamic content, we can tailor your quote presentation to meet your business needs.

Contracts, Orders and Renewal Management

With CPQ, the benefits don’t stop at the Quoting stage. Once the agreement has been signed, we can utilize CPQ functionality to automatically turn a Quote into an Order with a Contract. This helps move the process along and streamline operations to allow for robust tracking of Contract durations, underlying Orders, Subscriptions, Assets and much more. Let us help you manage your post-sales process leveraging CPQ to handle the Order Process along with Contract Amendment functionality and sophisticated Renewal management.

Ongoing CPQ Development Support

If your CPQ instance includes a fair amount of custom development, from Apex Triggers to Lightning Web Components, our developers are here to help maintain your custom code as well as support new features that are programmatic in nature.

CPQ Training

CPQ is updated 3 times per year and each update contains hundreds of new features that dramatically improve the way in which users can interact with their CRM on a daily basis. Whether it’s a matter of being up-to-speed with the latest and greatest capabilities of CPQ or if it’s just a matter of wanting to allow users to have a better understanding of how they can work with the system they currently have, we can provide the training necessary to reduce the knowledge gap.

CPQ Adoption Services

When you move forward with CPQ, you’re investing a significant amount of time, energy and financial resources to make that investment successful, make sure you have the tools to measure and encourage adoption amongst your end users. We can help you measure current adoption rates, identify bottlenecks and get the feedback necessary to determine the steps that can be taken to improve adoption, standardize processes and increase efficiencies to maximize ROI.

CPQ Triage

It happens to the most organized companies, you’ve found yourself in a scenario where your CPQ instance is on life support. Whether you had a poor experience with your initial implementation or it’s just become too customized over the years and is no longer functional, we’re here to help. We can help untangle your instance and chart the course to having an instance that delivers on the vision you had for it when you first adopted CPQ.

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What is CPQ

It happens to the most organized companies, you’ve found yourself in a scenario where your CPQ instance is on life support. Whether you had a poor experience with your initial implementation or it’s just become too customized over the years and is no longer functional, we’re here to help. We can help untangle your instance and chart the course to having an instance that delivers on the vision you had for it when you first adopted CPQ.

We're an Austin-based, Salesforce implementation and consulting partner, specializing in custom Salesforce solutions, business analysis, custom development, training, implementations, and integrations.

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