CPQ Consulting

Our CPQ Consulting services are designed to assist with configuring and deploying quote-to-cash solutions tailored to your unique business requirements. We specialize in creating custom CPQ solutions that will elevate your sales operations and business processes in the cloud. By implementing Salesforce CPQ effectively, you can significantly enhance sales productivity. At SFDC Consultants, our certified Salesforce consultants have extensive expertise in CPQ solutions and a proven history of successfully implementing complex quoting processes. We provide top-tier services that enable your team to generate accurate sales quotes with ease.

Salesforce CPQ is a powerful tool that streamlines the sales process by helping businesses configure products, price them accurately, and generate professional quotes quickly. Here are some key features of Salesforce CPQ:

  • Product Configuration: Helps users configure complex products and services based on customer needs by selecting from available options, bundles, and features.
  • Price Optimization: Automates pricing strategies by offering different pricing models such as discounting, volume-based pricing, and tiered pricing to ensure accurate and dynamic pricing for each deal.
  • Quote Generation: Automates the creation of professional, error-free quotes with detailed product, pricing, and term information, and can include templates that adhere to branding guidelines.
  • Guided Selling: Provides sales reps with prompts and recommendations to help them select the right products and services based on customer requirements, leading to better cross-sell and upsell opportunities.
  • Approval Workflows: Allows for the setup of approval rules for discount levels, contract terms, or pricing to ensure compliance with company policies before a quote is sent.
  • Subscription and Renewal Management: Supports businesses that use subscription models by automating renewals, recurring billing, and managing contract terms, helping companies retain customers over time.
  • Contract and Order Management: Ensures a seamless transition from quotes to contracts and orders, enabling smooth order fulfillment and billing once a quote is accepted.
  • Billing Integration: Integrates with Salesforce Billing for automated invoicing, payments, and financial reporting to offer a complete end-to-end quote-to-cash solution.
  • Usage-Based Pricing: Allows businesses to implement usage-based billing for services or products that depend on customer consumption patterns.
  • Analytics and Reporting: Provides comprehensive reporting and dashboards to track the performance of quotes, pricing strategies, sales, and renewals.

These features help streamline the sales process, reduce errors, and increase the overall efficiency of sales teams.

Are you ready to accelerate your results?

We help businesses just like yours leverage their Salesforce accounts to empower their team to be more efficient, more productive and more profitable.