SALES CPQ
Customer-oriented quote-to-cash implementation for your business.
Drive your organization’s revenue forward with Salesforce CPQ. Our hands-on experience allows you to build fruitful customer relationships.
Consulting
Optimization
Integration
Management
Consulting
Get the key KPIs of your sales process on track with personalized Salesforce CPQ consulting. We analyze your business requirements and offer solutions to complex problems. We embrace feedback loops and get you closer to your milestones with every sprint.
- Reduce the turnaround time to generate quotes
- Evaluate the accuracy of the quote generated
- Refine the workflow at every opportunity
Optimization
Fix the challenges identified in the consultation process before implementing the CPQ process. Our team divides the sales goals into different categories and optimize the process with out-of-the-box solutions in conjunction with your business goals.
- Find the ideal CPQ workflow
- Know product portfolios—SKUs, pricing, discounts, service, and more
- Configure business rules, setting up SLAs, order forms, line editor, and quote templates
Integration
Transfer the data between your billing systems and Salesforce CPQ at ease with added support for complex hierarchical approval and e-signatures. We work on the integration in a sandbox environment to ensure that the final product is free from any bugs.
- Identify the source and overall nature of the data
- Data cleansing—eliminate duplicates and ensure data accuracy
- Robust manual and automated testing for workflows and integration
Management
The biggest challenge when implementing something new is convincing people to embrace that change. Minimize stakeholder resistance with proven change management process and techniques.
- Vision alignment and all hands on deck
- Employee training and management
- Online or in-person training programs
Quick and simple steps towards building your own support team.
1. Project scope
We gather the technical requirements from you and set up a meeting to discuss over the specifics of the project.
2. Customize a team
We’ll dedicate a support team with a Certified Salesforce Expert to achieve your project goals.
3. Training and onboarding
Before working with a new client, our team goes through procedures and project brief to familiarize your processes and products/services.
Quick and simple steps towards building your own support team.
Project scope
We gather the technical requirements from you and set up a meeting to discuss over the specifics of the project.
Customize a team
We’ll dedicate a support team with a Certified Salesforce Expert to achieve your project goals.
Training and onboarding
Before working with a new client, our team goes through procedures and project brief to familiarize your processes and products/services.
See real results from your marketing efforts.
We systematically plan your process and develop strategies that support both of your short-term and long-term goals. Your dedicated support team will take care of the groundwork.