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.

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.

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.

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.

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.