Salesforce CPQ customization

Streamline Your Sales Process with Salesforce CPQ

Salesforce CPQ customization is a robust solution designed to help sales teams configure products, price orders accurately, and generate professional quotes quickly. Our tool integrates seamlessly with Salesforce CRM, empowering your team to sell smarter and faster. Get in touch with us today!

Salesforce CPQ is the most promising and accurate thing for any mid sized and enterprise owners.

Salesforce CPQ (Configure, Price, Quote) is a powerful tool designed to simplify and accelerate your sales process. Automate quoting, ensure pricing accuracy, and generate professional quotes quickly.

Streamlined Sales Process

Salesforce CPQ (Configure, Price, Quote), or Salesforce CPQ Steelbrick, transforms sales by automating quote generation and ensuring consistent pricing and configurations through robust customization solutions, accelerating sales cycles and enhancing operational efficiency.

Enhanced Sales Team Productivity

Salesforce CPQ customization empowers sales teams with intuitive tools for creating complex quotes swiftly, minimizing administrative burdens. This boosts productivity, driving revenue growth and business expansion.

Optimized Pricing Strategies

With Salesforce CPQ implementation, businesses access advanced pricing capabilities for dynamic strategies based on customer profiles, market dynamics, and competitive insights, ensuring both profitability and market competitiveness.

Scalability and Integration

Salesforce CPQ integrates seamlessly with Salesforce CRM and other systems, offering a unified platform for managing sales. This provides a comprehensive view of customer interactions and sales performance, enabling efficient scaling and adaptation to market demands without workflow disruptions.

How It Works

1

Salesforce CPQ Implementation

Assess business needs, identify stakeholders, and plan Salesforce CPQ integration. Configure product catalogs, pricing models, and approval workflows using tools like SteelBrick CPQ. Integrate with CRM and ERP systems for data consistency and process efficiency.


2

Salesforce CPQ Customization

Define product attributes, pricing rules, and discount structures using custom objects and fields. Automate quote generation, approval processes, and order creation for streamlined operations. Customize layouts, buttons, and views to enhance sales team user experience through intuitive interface adjustments.


3

Testing and Validation

Validate configurations and pricing calculations with unit testing. Conduct UAT with end-users for feedback on usability. Perform performance testing to ensure scalability and responsiveness.


4

Deployment and Training

Strategize phased rollout or full deployment based on readiness. Provide comprehensive training to sales teams and support staff, then monitor performance, address issues, and refine configurations based on user feedback and evolving needs.


Our Resources

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Contact Us Today

for a Free Quote Or Consultation with one of our executives!

Contact Us Today

for a Free Quote Or Consultation with one of our executives!