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Quickly customize your service or product according to your clients’ needs. It contributes to faster deal closings.
Salesforce CPQ Implementation
What is Salesforce CPQ?
CPQ (Configure, Price, Quote) is a powerful software solution within Salesforce Sales Cloud designed to streamline sales processes. It helps businesses efficiently configure products or services, set accurate prices, and generate quotes 33% faster. By implementing CPQ, businesses identify the right solutions based on customer needs and eliminate errors in opportunities, quotes, and contracts.
After implementing Salesforce CPQ, businesses achieve the following benefits:
- Reduction in manual tasks
- Increase in sales productivity
- 38% decrease in errors
Key reasons to choose Routine Automation:
- Comprehensive solutions. We provide CPQ seamless integration with your existing CRM, enhancing the efficiency of your sales agents.
- Tailored services. Our customized approach ensures the CPQ solution meets your specific business needs.
- Dedicated support. We provide ongoing support and maintenance from our team of 60+ certified Salesforce specialists to keep your CPQ system running smoothly.
What Does CPQ Stand for?
Price
Automate the pricing process by applying predefined pricing rules, discounts, and special offers. It ensures accurate and consistent pricing, reducing the risk of errors and increasing customer trust.
Quote
Generate quotes quickly and accurately, incorporating all configured products and pricing information. It speeds up the sales cycle and enhances the customer experience.
Discover the Power of Salesforce CPQ
Watch this video to discover what CPQ (Configure, Price, Quote) is and why your business needs it in 2024.
Learn how CPQ can transform your sales processes by:
- helping your reps close deals faster,
- giving your company greater control and visibility,
- enabling the launch of new revenue models.
Explore the benefits of CPQ and see how it can help your business thrive.
Our Salesforce CPQ Services
Consulting
Our team works closely with you to understand your unique requirements, streamline pricing and quoting processes, and ensure seamless integration that drives efficiency and boosts sales performance.
Process analysis
We assess your current pricing, configuration, and quoting processes to identify inefficiencies and opportunities for improvement.
Implementation recommendations
We provide strategic guidance for implementing Salesforce CPQ, helping you optimize your sales process, reduce errors, and improve proposal accuracy. Our CPQ consultants support you in setting up complex pricing rules, configuring discount schedules, integrating with your CRM, and automating approval workflows.
Integration strategy development
We develop a tailored strategy to integrate CPQ into your existing business processes, ensuring alignment with other systems for smoother workflows and enhanced collaboration.
Implementation
Our Salesforce CPQ implementation service manages the entire setup process, from initial planning to final deployment, ensuring a seamless transition at every stage.
Salesforce CPQ implementation
We expertly implement Salesforce CPQ, configuring product rules, price lists, discounts, and quotes. It allows your team to start using CPQ without disruptions.
Advanced pricing model configuration
We design and configure complex pricing models and product options, establishing clear relationships to meet your unique business needs.
Dynamic pricing integration
Our specialists implement dynamic pricing that adapts to different markets, customer segments, and sales strategies. It ensures your pricing remains competitive and relevant, reducing the need for manual adjustments.
Development
Our certified developers create custom solutions tailored to your business needs.
Custom interface and functionality development
We develop and customize user interfaces and functionalities according to your specific requirements, as the out-of-the-box version of Salesforce CPQ may lack essential features for your business. We ensure your CPQ tool is robust and capable of handling complex sales scenarios, ultimately boosting your team’s productivity.
Product configuration scenario design
We design user scenarios for product configuration, incorporating rules and conditions for automatic price adjustments to streamline your sales process.
System integration
Our specialists integrate Salesforce CPQ with other systems, such as ERP, CRM, and order management solutions, ensuring seamless data flow and improving operational efficiency.
Custom solutions for complex products
Do you need unique solutions and have your vision of how the ideal CPQ platform should look for your unique product or service? We handle complex products with individualized configurations, ensuring smooth and accurate quoting processes.
Salesforce CPQ implementation with advanced features
We implement Salesforce CPQ with enhanced functionalities, such as custom quote templates that align with your corporate branding standards, giving your proposals a professional and consistent appearance.
Integration
We tackle all stages of CPQ implementation, ensuring a seamless connection with your CRM and other tools.
Integration with Sales Cloud
Our team integrates CPQ with Sales Cloud to create a seamless workflow for managing leads, opportunities, and quotes, enhancing your sales pipeline from start to finish.
ERP systems integration
CPQ is compatible with many ERP systems, and we will integrate them into one efficient tool, ensuring smooth synchronization of orders, deliveries, and inventory management for more effective operations.
Contract and document management integration
We link CPQ with your contract and document management systems to automate deal closure processes and streamline contract handling.
Automation
Our certified Salesforce specialists implement automation processes to ensure seamless efficiency and optimized workflows.
Automated proposal, invoice, and contract generation
When implementing CPQ, we help configure automated workflows for generating proposals, invoices, and contracts based on your CPQ configurations, ensuring timely and accurate documentation.
Discount and approval process automation
We configure CPQ to automate processes for managing discounts, approvals, and agreements, streamlining the sales cycle and reducing the manual workload for your sales reps.
Complex pricing and margin calculation automation
To achieve precise and efficient handling of customer-specific pricing scenarios, our experts automate complex pricing calculations, markups, and personalized offers within your platform.
Migration
Our migration service ensures a secure transition of your data to Salesforce CPQ, minimizing disruptions while preserving data integrity and enabling your team to quickly adapt to the new system.
Data migration to Salesforce CPQ
We specialize in transferring data from your existing pricing and quoting systems to Salesforce CPQ with efficiency and precision. With our services, you can be confident that your data is securely protected and will not be lost during the migration.
Data integrity and configuration accuracy
Our team safeguards data integrity and ensures accurate configurations during the migration process, so your team can trust the reliability of the new system from day one.
Training
Our certified Salesforce consultants provide your team with all the necessary information and training after CPQ implementation, ensuring they can fully leverage the updated system and maximize its potential for your business.
Sales team training programs
We conduct comprehensive training sessions for your sales managers and staff working with CPQ, ensuring they are well-equipped to utilize the system effectively.
Post-implementation support
We don’t forget about you after CPQ is implemented. Our team provides ongoing support post-implementation, assisting with system configuration and adaptation to meet changing market requirements.
Customization
We customize CPQ to ensure the tool operates exactly as you need it to optimize your sales processes.
Sales performance analytics setup
We extend the CPQ package with Sales Analytics to provide advanced analytical tools and dashboards that enable you to track the effectiveness of sales activities, proposals, and product configuration processes.
KPI reporting configuration
We establish comprehensive reports focusing on the key performance indicators (KPIs) that matter most to your business. These include metrics such as proposal generation speed, conversion rates from proposals to orders, and overall profitability. By monitoring these KPIs, you gain valuable insights into your sales processes, identify areas for improvement, and drive continuous growth in your sales operations.
Support
Our expert consultants provide prompt solutions and proactive support to ensure your CPQ system remains efficient, keeping your sales team productive and focused on their goals.
Ongoing system optimization
We regularly optimize your Salesforce CPQ system to adapt to evolving business requirements and support your company’s growth, ensuring that your processes remain efficient and effective.
Support and system updates
To keep your CPQ system up to date and fully functional, we provide continuous support and implement regular system updates in line with new Salesforce releases.
Subscription Management
We assist our clients in handling recurring payments and subscriptions, ensuring accurate billing and smooth renewals to keep your processes efficient.
Subscription and recurring payment automation
We configure and automate subscription management and recurring payments through Salesforce CPQ, tailored for businesses operating under a subscription model, ensuring seamless and efficient billing processes.
Contract renewals and billing automation
We help to make some processes automated: the renewal of contracts, updates to subscriptions, and invoice generation, streamlining your subscription lifecycle and reducing manual intervention.
Our Success Stories
Optimizing Dealer Operations for a Mobility Manufacturer
Explore the transformation of a leading mobility manufacturer’s dealer operations with Routine Automation’s Salesforce expertise. Discover how Salesforce Sales Cloud,...
View case
Accelerate Sales with Salesforce Vlocity
Salesforce Vlocity transformed an Australian telecommunication’s sales strategy, simplifying quote-to-order flows and upscaling productivity
View case
Data synchronization from SAP to Salesforce to keep up-to-date information about the availability of goods
How an efficient system of data transit and synchronization from SAP to Salesforce keep up-to-date information about the availability of...
View case
Why RA is a Top Salesforce CPQ Implementation Partner
Routine Automation has successfully delivered 293 Salesforce solutions in the last 5 years. It makes us a trusted partner for Salesforce CPQ implementation. Our expertise in CPQ consulting services positions us as leaders in software implementation.
Awards & Recognitions
We had received many awards in the past years,
one of them beeing the Clutch's Top 1000 Consulting Firms
Salesforce Partner
Top Salesforce company
Top CRM consulting company
Top IT services company
Top email marketing company
Top IT services company
Top digital marketing company
Top Marketing Automation Consultants
Benefits of Salesforce CPQ
Streamline your sales process
Faster quote generation
Generate accurate quotes quickly with automated pricing and product catalogs from your CRM. Cut manual calculations, speed up responses, and shorten the sales cycle by a third.
Improved pricing accuracy
Ensure consistent and precise pricing with predefined pricing rules, discount structures, and approval processes. It minimizes errors and helps maintain customer trust.
Increased sales productivity
Automating tasks with Salesforce CPQ lets your sales team focus on selling, boosting lead conversions by 17% and increasing the average deal size by 105%.
Enhanced customer experience
Provide customers with tailored product offerings and accurate quotes, enhancing their buying experience.
Easy-to-use sales tool for your team
Configure products, pricing, and discounts, and send proposals straight from the CRM using predefined templates for a professional presentation and enhanced customer experience.
Salesforce CPQ Implementation Process
Entrust it to RA’s experienced engineers
Define goals
We create a detailed plan with clear goals, identifying pain points and needs to ensure the CPQ solution meets your industry’s specific challenges.
Data migration and configuration
Migrate your pricing and quote data into Salesforce CPQ with mapping, extraction, import, and validation. Configure Salesforce CPQ to match the solution design.
User acceptance testing
Conduct thorough testing to ensure Salesforce CPQ meets all requirements. Fix issues and involve end-users for feedback before going live for smooth operation.
Roll out
Launch Salesforce CPQ to the production environment, ensuring a seamless transition.
Optimization
We refine the CPQ system. Adjust configurations, workflows, and integrations to support new revenue models and optimize performance.
Ongoing support
Our team guarantees continuous support and maintenance. We ensure your CPQ system runs smoothly, addressing any issues promptly and keeping it updated with the latest enhancements.
Hear from Companies Like Yours
Routine Automation helped us to go from a basic setup with products and pricebooks to a just released new solution called Revenue Cloud Advanced by Salesforce.
We had a very positive experience working with Routine Automation. The team delivered all agreed deliverables on time and without any defects. Throughout the project, they not only executed as expected but also provided valuable best-practice recommendations that clearly demonstrated their expertise.
They have excellent communication skills and are always well-organized.
Routine Automation’s work exceeded the client’s expectations, and the solutions they delivered were truly useful for the client. The team’s great skills and expertise were remarkable, and they managed the engagement effectively. Moreover, they were responsive and completed every task on time.
Routine Automation has been working with us about a year now. Projects they have been doing are development of three Experience Cloud sites for our customers and small development on Sales and Service cloud.
Driven by what was best for us, not what would bring them the most revenue
They're true consultants that listen to requirements and provide productive feedback.
Straight forward and easy to work with, they have a team of highly skilled and competent professionals. Worked on a complex ERP and distribution project for us and delivered great results in a demanding time frame. Will definitely work with them again.
Thanks to Routine Automation's work, the client's ROI is great — they've saved the team more than $112,000 this year. Their excellent communication and adaptability to the client's processes have been key to the project's success.
The developer is the best we’ve had.Routine Automation delivers high-quality work quickly. Their organized approach complemented their professional management style.
The project management was professional and followed the Agile methodology.
Routine Automation has adequately delivered the project to the client's expectations. The vendor ensures effective communication, daily calling and updating the client. The service provider's helpful attitude, responsiveness, and enthusiasm are hallmarks of their work.
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FAQ
If you still have questions, please open one of them
Salesforce CPQ seamlessly integrates with other Salesforce products, including Sales Cloud and Service Cloud. This integration ensures a smooth data flow across your sales and customer service teams, enhancing collaboration and providing a unified view of customer interactions.
The cost of Salesforce CPQ depends on your business’s specific needs and size. Pricing follows a subscription model, and the base cost for CPQ licenses starts at €75 per month. For a detailed quote tailored to your requirements, it’s best to contact Salesforce directly or consult a certified implementation partner.
Additionally, the overall cost of Salesforce CPQ implementation is not included in the license fee, and it depends on the complexity of your needs, the number of specialists involved, and the scope of the implementation work.
Yes, Salesforce CPQ can be customized to align with your unique business processes. It offers flexible configuration options, allowing you to tailor product configurations, pricing rules, and approval workflows to fit your specific needs.
Salesforce CPQ can be enhanced with various apps and add-ons available on the Salesforce AppExchange. Some popular integrations include:
- Salesforce Billing: For managing invoicing, payments, and subscriptions.
- Salesforce Einstein Analytics: For advanced analytics and AI-driven insights.
- DocuSign: For electronic signature and document management.
- Conga Quote Generation: For document generation and contract lifecycle management.
- Salesforce Pardot: For marketing automation and lead generation.
These integrations help expand the capabilities of your CPQ system, providing additional tools to streamline your sales processes and improve overall efficiency.
