Our Salesforce CPQ solution implementation steps
Choosing a CPQ solution to shorten your sales cycle is a smart choice. You can skip all the time-consuming manual processes involved in a sales cycle. With our Salesforce CPQ implementation services, your team gets a complete 360 degree of the sales performances and predicts future revenue generation opportunities.
Implementing such a complex solution is not an easy task. You need an expert to guide you through various stages of Salesforce CPQ implementation.
01
Establishing your CPQ Goals
Why do you need a CPQ solution? What are your sales goals? We will work closely with you to understand your existing sales process and how we can make it better with Salesforce CPQ.
- Shorten sales cycle
- Speed up your quote creation time
- Eliminate pricing and quote errors
- Increase upselling of products/services
02
Configuring your CPQ Solution
We will make an overall assessment of everything as soon as the workflow is set. Our Salesforce developers will learn about your entire portfolio of products which includes SKUs, all the value-added services, contracts to payment types, pricing, discounts, and terms. We will work with your product experts and sales team to understand buyer behavior and identify channels that drive more deals to set pricing rules and configure product bundles into the Salesforce CPQ tool.
03
Ranking all the Required CPQ Features
As mentioned earlier, Salesforce CPQ is a complex tool and has many features. Implementing and using all the features at once can be overwhelming for the sales team. Since we have established your sales goals, we can rank the features that are in line with goals from most critical to least.
04
Managing your Data
At the moment your data is scattered across all of your applications. We will make sure that your sales team gets all the right data to generate a quote by identifying what data is required and from where it can be extracted. Next step, we will ensure all the data are made available for transferring between applications like CRM, CPQ, and ERP. We will also make sure that your CPQ is seamlessly integrated with ERP, CRM, and all other third-party applications that are involved in your sales process.
05
Testing
Testing is the key to the successful development of any solution. Our consultants will run the required number of tests to identify all the errors that need to be fixed and address all the required adjustments to the CPQ solution.
06
Post Implementation Support
Our Salesforce CPQ support team will be there with you even after post-implementation to make sure everything runs smoothly and make any necessary changes to the solution while your sales team can focus on their goal.
CPQ implementation is complex and it can be quite a time/resource-consuming process if you try this on your own. As an experienced Salesforce CPQ implementation partner, our team can provide support to your quote-to-cash solutions on the Salesforce platform from idea to implementation and maintenance. Salesforce experts at Congruent can simplify these implementation steps for you. We can make sure that the billing solutions are seamlessly implemented and integrated into your organization. And then you are fully equipped to compete in your respective domain.