Salesforce CPQ
Salesforce CPQ (previously Steelbrick) is a powerful, fully featured Salesforce add-on that enables sales teams to quickly choose the right products in their correct configurations, price them appropriately, and then produce professional sales records that can be printed or shared digitally to clients for approval. Actually, CPQ, also known as Salesforce Quote-to-Cash, stands for Configure, Price, Quote.
Because of Salesforce CPQ's flexibility and a high degree of customizability, installations can be challenging and time-consuming, especially if a firm lacks a CPQ expert. To guarantee that the equipment is utilized appropriately and that the investment is repaid, rigorous training of sales people is essential when the setup is complete.
Some of the Salesforce CPQ services we offer
Product Catalog Setup
Custom Dynamic Quote Templates
Document Generation
DocuSign Integration
Guided Selling Configuration
Product Bundling and Nesting
Setup Pricing Methods
Configure Discount Schedules
Setup Contracts and Renewals
Basic Order Management
Advanced Approvals
CPQ to Service Cloud Integration
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