Salesforce CPQ Quick Start Package$7,450 Completion Timeline:
Approximately 6-8 Weeks Download As PDF
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.
- 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.
- We’ll create up to five templates for quote or document generation, including quotes, contracts, terms and conditions, or specification documents.
- We’ll perform training to ensure all sales and management users are able to generate quotes and perform basic modifications.