Salesforce CPQ Quick Start Package

$15,999 Completion Timeline:
Approximately 8 Weeks

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

Project Kickoff and Business Process Reviews

  • Cloud Creations will conduct five strategy sessions

Create Catalog Structure and Products

  • We’ll create your product catalog and price lists, and up to 500 product codes

Sales and Approval Workflow

  • We’ll configure your primary attributes, sales workflow, up to 10 discounting rules, and up to 3 approval processes

Salesforce Integration

  • We’ll configure CPQ to integrate with your new or existing Salesforce 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 3 templates for quote or document generation, including quotes, contracts, terms and conditions, or specification documents.

Training

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