CPQ Services
Maintenance
Managed CPQ maintenance services that eliminate the need of an expensive in-house CPQ management team. A subscription offers you optimization, security, and reliability in the face of API updates
IT & Support
Online and in-person training of your staff to speed up onboarding. You will receive regular updates to customizations to keep your CPQ accurate and secure
Quality Assurance
End-to-end, robust Salesforce CPQ testing. The process involves workflow testing, integration testing, and regression testing using manual test cases and automated test scripts
Integration
Reliable and secure data transfers between Salesforce CPQ and your billing and/or finance systems. Support for Adobe E-Signatures and complex hierarchical approvals provided
Customization
Quote templates that adhere to your brand guidelines, bring more transparency into your pricing structure, and reduce confusion. Highly customized and aesthetic
Configuration
Salesforce CPQ tailored to fit your business processes. Configuration involves defining business rules (Apex, JavaScript, or CPQ) and setting up the quote line editor, quote templates, SLAs, and order forms
Implementation
Salesforce CPQ installation from scratch. No launch pack required. Reliable and scalable setup for organizations investing in a CPQ for the first time or migrating from a rival platform
Assessment
Thorough requirement analysis that includes a study of your organizational structure, products and/or services portfolio, and bundling complexity
Consultation
Expert advice and facts-based suggestions for businesses that want to evaluate how effective Salesforce CPQ will be in helping them attain their business objectives
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