Salesforce CPQ
Configure, Price, Quote
Do you long for a sales utopia in which pricing and quotes are handled automatically? By revolutionizing your company’s marketing, sales, service, and operations, Salesforce CPQ can make this a reality. Sales will skyrocket when you equip your team with Salesforce CPQ. With this new tool, your sales staff can quickly and easily pick a mix of items from a wide range of options to create a unique order. The time it takes to train new members of the Sales team on the company’s pricing, discounting, and approval policies is cut down, enabling you to complete more transactions. All of your invoicing and renewal possibilities may be automated with Salesforce CPQ in addition to your quote and pricing management (from order through payment collection). Moreover, it integrates with customer relationship management, enterprise resource planning, and financial platforms.
Why OrchidTech
Our Salesforce CPQ implementation process is efficient and easy:
- We help you define business processes and KPIs so you have quantifiable indicators of your organization’s performance.
- We review your current systems to map out a plan for Salesforce integration.
- We provide a proposal that details the tools and processes that will be utilized for integration with your external systems.
- We discuss which customization options are amenable to your requirements; this may include template, application, trigger, and integration suggestions.
- We create a report and proposal that includes page layout and product configuration, setup of Salesforce CPQ features and unit pricing options, and the identification of opportunities that will boost productivity.
- Once you approve our report and proposal, we implement Salesforce CPQ based on your requirements.
- Following implementation, we offer various training options to get your team completely up to speed on the technology; this includes training targeted to specific roles.
Get the best quality services you deserve
We help firms become more resilient & sustainable. Get ready to become more productive & innovative with OrchidTech