Salesforce CPQ QuickStart
Configure accurate quotes fast
Manage pricing calculations easily.
Create branded proposals and save your signed quotes within Sales Cloud.
Source: Salesforce.com/ca/products/quote-to-cash/overview
EMPOWER SALES TO CLOSE DEALS FASTER BY SWITCHING TO CPQ
Salesforce CPQ helps you transform your quoting process by providing sales with the tools they need to create accurate quotes in a short span of time. However complex your product and service offerings might be, CPQ makes it easy to bundle your products well and automates pricing and discounting calculations so that your sales team can send error free branded quotes to your clients.
A CPQ QuickStart is a 8-10 week implementation that has predefined deliverables that are configured to your business. Our certified CPQ consultants will get you started using the application quickly so you can increase productivity and revenue fast.
INCREASE REVENUE
17%
Increase in cross-selling
19%
Increase in up-selling
13%
Reduction in discount
INCREASE PRODUCTIVITY
13%
Reduction in number of SKUs needed
16%
Improved quote to order conversion
Source: Salesforce, FY18 B2B Sales Report
WHAT:
A CPQ Quickstart implementation package is an 8 week engagement that is tailored for businesses looking to optimize sales performance by using Salesforce CPQ features
HOW:
Our certified CPQ specialists will work with you to understand your business and quickly configure CPQ to add value and to fit to your sales processes
WHO:
For clients who are new to CPQ and who need to quickly get started using the core capabilities of CPQ
WHY:
For successful adoption of Salesforce CPQ and to achieve faster ROI
Approach
DISCOVERY
- Our Certified Consultants will facilitate requirements gathering sessions to learn about your business and processes.
- Through an iterative approach, we'll capture requirements around how you want to optimize sales performance using CPQ.
CONFIGURATION
- Based on the requirements, our consultants will configure Salesforce to support your sales by making sure that the UI is optimized to provide best experiences for your users.
- Configuration includes following objects: Accounts, Contacts, Opportunities, Quotes, Quote Lines, Quote Documents, Quote Templates, Quote Terms, and Products.
REVIEW
- At multiple points in implementation, we provide demos of configuration for your review and feedback.
- During the demo, we will also emphasize how the application can be used by different user roles.
- Based on the feedback received, configurations are adjusted.
DEPLOY
- The configurations will be tested for different use cases.
- After successful QA, configurations in the sandbox will be moved to the production environment through changesets.
- Post deployment, configurations will be validated in the production environment to keep the application ready for users.
TRAINING
- To make the adoption easier for your users, we create admin and user guides with screenshots of how to navigate and use the application.
- We also provide virtual end-user training sessions to guide your team to success. We will cover how to use the application for day-day sales activities, managing records and how CPQ helps your team to be more productive and successful.
SUPPORT
- We understand that adopting a new application doesn't happen overnight.
- For all our Quickstart implementations, we offer 2 week post go-live support at no cost so that you can request minor tweaks to your implementation, resolve your go-live questions and needs while you get used to the new application.
Pricing
Quickstart Implementation
8-10 Weeks
It's time to say goodbye to traditional quoting techniques
- Discovery and Design Workshops
- Quickstart requirements
- Workflow diagram
- Core CPQ feature setup
- Package installations
- Package settings configurations
- Page Layouts
- Opportunity page layout updates
- Product page layout updates
- Quote, quote line and quote documents page layout updates
- Product configurations
- Product import/updates
- Price book setup - up to 5
- Product feature setup
- Product option setup
- Product rules - up to 10
- Pricing and discounting rules
- Subscription and contracted pricing - up to 10
- Approvals processes
- Single stage quote approvals based on approval rules
- Quote templates - up to 3
- Branded proposals (customizable templates)
- Includes quotes, contracts, terms & conditions and additional documents
- Renewals and contracts
- Create & deliver executable contracts with a click or tap
- Automate renewal opportunity & renewal quotes
- Training Sessions
- 2 hour admin training
- 1 hour end-user training
- 2 week go-live support
Add-ons to your implementation
Time
& Material
Basis
Leverage advanced features within CPQ to further customize the application.
- Guided selling
- Cross sell opportunities
- Upsell Opportunities
- Complex pricing options
- Document generation
- Conga Composer/DrawLoop/
SpringCM
- Conga Composer/DrawLoop/
- Integration with e-Signature
- DocuSign/CongaSign/AdobeSign
- Multi-Stage Approval Processes
- Order Management
- Generate Orders in Salesforce for fulfillment, billing or other downstream processes.
- Manage Revenue & Subscriptions
- Invoice
- Automate invoicing process
- Payments
- Manage & collect payments
- Subscription Billing
- Managing services that are billed on recurring basis
- Setup subscriptions to auto-renew
- Revenue Recognition
- Reporting on deal structure
- Customizable reports on top spending customers, most profitable customers & most successful pricing models
- Integrations
- ERP Integration
- Integration with other billing applications
- Salesforce CPQ for Community Cloud
- Connect reseller & distributor sales to your sales processes & resources
- Data Migration
- Migrate pre-existing contracts to amend/renew using Salesforce CPQ
6 Signs you should switch to CPQ
- You have someone who manually reviews quotes
- You are sending inaccurate sales quotes to prospects
- You have plans to increase revenue
- You are using Word or Excel to create sales quotes
- Your sales team spends a lot of time on the road
- Your business is always looking for new ways to improve
Source: Salesforce.com/ca/products/quote-to-cash/overview
