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Sometimes companies need a slick quoting tool that helps the sales team configure error-free quoting. If you have a complex product master listing, multiple dependencies to products and/or subscription-based products, then Salesforce CPQ may be the answer. CPQ configuration differs from most Salesforce products in that Salesforce data records configure the tool rather than Salesforce metadata. So even if you are a whizz at Salesforce configuration, and have obtained your Salesforce (Advanced) Administrator certification you are going to need guidance on best practice CPQ configuration.
BDM - VIC/WA
We found that contact from the team was prompt and purposeful with communication made via email, phone and digital meetings delivered outcomes that exceeded expectations.
Really understood the way we operate, brought some great ideas and best practice processes to the project. I highly recommend these guys.
What was invaluable was that the business experience provided in conjunction with the technical expertise. As a result, a holistic solution has been delivered that whilst robust in process also has the flexibility and agility to grow with the business.
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Configure Price Quote (CPQ)
Configure, Price, Quote or CPQ ensures your products are sold correctly and efficiently. No longer will representatives be able to quote items, parts or services that don’t belong together. Even better, discounts are flagged and controlled with approval processes to ensure your profitability. Quotes are produced in a consistent and professional manner rather than the multitude of individual templates using copy and paste.