Our Salesforce CPQ solution implementation steps
Choosing a CPQ solution to shorten your sales cycle is a smart choice. You can skip all the time-consuming manual processes involved in a sales cycle. Your team gets a complete 360 degree of your sales performance with our Salesforce CPQ consulting. You will be able to predict future revenue generation opportunities.
Implementing such a complex solution is not an easy task. You need an expert to guide you through various stages of Salesforce CPQ implementation.
01
Establishing your CPQ Goals
Why do you need a CPQ solution? What are your sales goals? We will work with you to understand your existing sales process and how we can make it better with Salesforce CPQ.
- Shorten sales cycle
- Speed up your quote creation time
- Eliminate pricing and quote errors
- Increase upselling of products/services
02
Configuring your CPQ Solution
We will make an overall assessment of everything as soon as the workflow is set. Our Salesforce developers will learn about your entire portfolio of products. It includes SKUs, all the value-added services, contracts to payment types, pricing, discounts, and terms. We will work with your product experts and sales team. Understand your buyer's behavior and identify channels that drive more deals. This helps us to set pricing rules and configure product bundles into the Salesforce CPQ tool.
03
Ranking all the Required CPQ Features
As mentioned earlier, Salesforce CPQ is a complex tool and has many features. Implementing and using all the features at once can be overwhelming for the sales team. Since we have established your sales goals, we can rank the features that are in line with goals from most critical to least.
04
Managing your Data
At the moment your data is scattered across all of your applications. Your sales team needs to get all the right data to generate a quote. To ensure that we will first identify the required data and its sources. We will make the data available or transfer between applications such as CRM, CPQ, and ERP. Our CPQ consultants will ensure seamless integration of your CPQ with ERP, and CRM. We can also help you with integrating Salesforce CPQ with other third-party sales tools.
05
Testing
Testing is the key to the successful development of any solution. Our consultants will run the required number of tests to identify all the errors that need to be fixed. We will address all the required adjustments to the CPQ solution before going live.
06
Post Implementation Support
Our Salesforce CPQ support team will be there with you even after implementing the product. We will make sure everything is running smoothly. We will help you make necessary changes to the solution while your sales team can focus on their business goals.
Salesforce CPQ is complex, and implementing it can be quite a time/resource-consuming process. It will be challenging for your in-house developers without our help. Being an experienced Salesforce CPQ consulting partner, we can provide you with the necessary support. We offer complete support to your CPQ solutions, from idea to post-live maintenance. Our Salesforce CPQ experts at Congruent can simplify the entire process of implementing. We can make sure that the billing solution is seamlessly integrated into your sales operations. With our help, you will be fully equipped to compete effectively in your domain.