Salesforce CPQ + Renewal Process Quick Start Package
$19,999 Completion Timeline:Approximately 18 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.
Renewal Process
- We’ll create a renewal process for your subscription-based products utilizing Contracts and Opportunities.
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.