Salesforce CPQ Quick Start Package

$7,450 Completion Timeline:
Approximately 6-8 Weeks

Call (800) 951-7651 or email [email protected] for more information.

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Project Kickoff and Strategy Sessions

  • We’ll discuss your finalized goals for Salesforce, including a customization plan for your sales process.

Create Catalog Structure and Products

  • We’ll create your product catalog, including price lists, product descriptions, images, and product codes.

Sales and Approval Workflow

  • We’ll configure your primary attributes, sales workflow, discounting, and any approval processes desired.

Salesforce Integration

  • We’ll configure CPQ to integrate with your new or existing Salesfroce.org for record reciprocity.

Guided Selling Setup

  • We’ll set up guided selling to ensure any upsell or cross-sell opportunities are not missed during the quoting process.

Document Generation

  • We’ll create up to five templates for quote or document generation, including quotes, contracts, terms and conditions, or specification documents.

Training

  • We’ll perform training to ensure all sales and management users are able to generate quotes and perform basic modifications.