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CPQ for Salesforce

Accelerate, customize, and scale your quote-to-cash capability

Evolve from your antiquated tracking silos to a Configure-Price-Quote (CPQ) solution built for tomorrow and beyond. As your implementation partner, we will be able to maximize the capabilities of the Salesforce CPQ product to do exactly what you need it to do: elevate your business beyond spreadsheet tracking, transform current legacy systems, and get to revenue faster and more efficiently. Spend less time quoting and tracking them down, and more time building relationships with your vendor partners and growing the company. Your sales and finance departments will be unified through the ability to create and manage both complex and straight-forward deal structures from the moment contact is made, all the way throughout the life of the relationship.


Make complex tasks simple and straight forward

Easily configure complex deal structures

Create pre-configured customer bundles

Leverage deal modeling and refine pricing

Customized sales process with automation for efficiency

Automate contract amendments, renewals, and usage pricing

Streamline ordering by simply communicating order details

Automatically generate renewals

Consolidate billing charges with a unified customer invoice

Guided selling integrated with backend ERP & billing system

Integrate with DocuSign for Quote Template E-Sign and tracking the data at the quote level

We moved the business forward through streamlined resources and maximum efficiencies throughout the organization.

Leveraging the capabilities of Sales Cloud to augment the CPQ implementation

Improved user experience and flow for processing deals
Comprehensive view of customer engagement with reports and dashboards
Quick and easy tracking of the publication process, including peer review
Quick and easy tracking of the publication process, including peer review
Product List reduced from 35,000 to 4,000 items

We’ll work together to develop a CPQ solution
that’s ideal for your business.

Our solution-driven approach to CPQ technology implementations will allow us to identify the exact configurations and systems integrations that your business needs to achieve the efficiency and workflows required to rise up against the competition. We’ll spend time diving into the ins and outs of your business and specific pain points before we even touch a line of code, allowing us to approach the solution from the top, building for tomorrow and beyond.