Salesforce CPQ

Salesforce CPQ is a sales tool that assists in providing organizations with the right pricing for a range of products by configuring the price, quotes and add-ons. As a CPQ expert, we provide the best quality Salesforce CPQ services, allowing your organization to produce sales quotes rapidly. This is made possible by our Salesforce CPQ specialists who elevate the sales growth of businesses.

Our Services for Salesforce CPQ:

Salesforce CPQ Implementation

Our team of certified Salesforce consultants will collaborate closely with your organization to comprehensively grasp your unique business requirements and objectives. We will meticulously configure and customize Salesforce CPQ to align with your specific product offerings, pricing structures, and sales processes. Whether you’re a small business or an enterprise, our implementation services guarantee that Salesforce CPQ is tailored precisely to meet your needs.

Configuration Modeling

Experience the power of Salesforce CPQ with us. Our solution empowers you to define intricate product configurations, encompassing options, bundles, and dependencies.
Our team of experts is dedicated to assisting you in setting up your product catalog, equipping your sales team to generate accurate quotes effortlessly. From designing product rules to establishing constraints and validation rules, we ensure that only valid configurations are quoted. Unlock the full potential of Salesforce CPQ with our tailored solutions.

Pricing Strategy and Optimization

Pricing is a critical aspect of sales success. We’ll collaborate with your team to design and implement a pricing strategy that maximizes profitability while remaining competitive in your market. Salesforce CPQ allows for dynamic pricing rules, volume discounts, and tiered pricing structures, ensuring that you can offer the right price to every customer.

Quote and Proposal Generation

Salesforce CPQ simplifies the process of generating quotes and proposals. Our services include configuring templates and workflows that automate the creation of professional-looking documents. You can easily include product descriptions, pricing details, terms and conditions, and any necessary legal disclaimers to ensure accurate and compliant quotes.

Approval Workflows

Ensure that all quotes and proposals go through the necessary approval processes. We’ll set up custom approval workflows in Salesforce CPQ to match your organizational structure. This ensures that quotes are reviewed and approved by the appropriate personnel before being sent to customers.

Contract Management

Efficiently manage contracts and agreements with Salesforce CPQ. We’ll help you set up contract templates, track contract expiration dates, and automate renewals. This ensures that your customers’ contracts are always up-to-date, reducing the risk of disputes and misunderstandings.

Integration with CRM and Other Systems

Integrate Salesforce CPQ seamlessly with your existing CRM system and other business-critical applications. This ensures that your sales team has access to real-time customer information and that sales data is synchronized across all platforms.

Training and Support

Empower your sales team with comprehensive training on Salesforce CPQ. Our experts will provide hands-on training sessions to ensure that your team can effectively use the system to create quotes, manage contracts, and close deals. Additionally, we offer ongoing support to address any questions or issues that may arise.

Analytics and Reporting

Leverage the power of data with Salesforce CPQ’s reporting and analytics capabilities. We’ll help you create custom reports and dashboards to gain insights into your sales performance, track quote-to-cash metrics, and identify areas for improvement.

Our Integrated Approach

Here at Intelli Cloudware, we offer a blended service based on the individual needs of our clients.

Business Process Review

Intelli-Cloudware BPR is a detailed consultative engagement with key stakeholders.

Design

BPR process will results in specific, actionable recommendations for process design and improvements.

Salesforce CRM System

Let us relieve you of burdensome tasks while applying our best-practice expertise and unmatched technical skills to enhancing, customizing, and streamlining your CRM implementation and workflows.

CRM Enhancements/Custom

If you’re looking at enhancing your CRM solutions with advanced capabilities, call on Intelli-Cloudware to design and deliver CRM solutions you need.

Drop Us a Line:

Contact us now and let's start a conversation. Your success is our priority, and we're excited to be part of your journey. Get in touch today!

    Get in Touch

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    Head Office:

    409 - 2225 Markham Rd,
    Toronto , ON
    M1B 2W4
    CANADA 

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    Mail Us :

    info@intellicloudware.com

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    Contact Us :

    +1 416-619-9335