Optimize Your Sales Process with Expert Salesforce CPQ Consulting

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Transform Sales Operations

Our team of certified Salesforce CPQ experts helps businesses streamline sales operations, automating the process of configuring custom product offerings, pricing them out, and then building tailored quotes. We help your sales team save time and take the guesswork out of building quotes, ultimately driving revenue growth.

Custom Salesforce CPQ Solutions

Build complex offerings with accurate pricing and bespoke quotes for your customers quickly and free up time for your sales team to engage with more prospects.

Salesforce CPQ delivers automation related to:

  • Custom product offerings
  • Bundled products
  • Automated product add-ons
  • Product pricing models, including subscriptions, block pricing, cost plus markup, and percentage of total
  • Contracted pricing for customers
  • Automated pricing engine to set product prices based on complex criteria
  • Price condition management through rule-based discounting
  • Tailored contract generation based on templates, with terms and conditions applied

The platform also offers:

  • Subscription management
  • Custom order and contract generation and renewal handling
  • Accurate and error-free quotes
  • Enhanced customer experience
  • Increased sales productivity
  • Seamless integration with existing systems
  • Advanced approval processes with concurrent approval chains and other features

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Comprehensive Salesforce CPQ Consulting Services

Assessment & Strategy

We work closely with our clients to understand your current sales process and deliver an in-depth analysis of how to improve it with a Salesforce CPQ solution.

Customization

Our experts then dive into the possibilities for a tailored solution that fits your unique business requirements and workflows. We focus on simplifying the complex by establishing iron-tight rules and CPQ logic.

The result is an automated product configuration that delivers custom product packages based on product rules and conditions. Discounts are applied when specific rules and conditions are met. Different pricing models, like subscriptions and block pricing, are also included. Your sales team gets a pixel-perfect customer quote that only includes information relevant to their needs and purchase and includes terms and conditions.

Integration

We then evaluate opportunities to connect the CPQ solution to your other business applications and tools. Our consultants focus on improving secure data flow and accuracy, as well as saving time for not just your sales team but your finance, administrative, and marketing teams as well.

Implementation

Our experienced developers focus on launch next. We ensure a seamless implementation and configuration within your Salesforce org.

Training & Support

Of course, we first ensure your sales team and power users know how to leverage the solution before launch day, but we also provide ongoing training and support after implementation.

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