How Cloudely Helped a Leading Cybersecurity Company Simplify Complex Sales with Salesforce CPQ

In the cybersecurity world, complexity isn’t just in the threats—it’s often in the tools, services, and pricing models companies use to protect their customers. For top-tier cybersecurity companies, managing that complexity behind the scenes—especially when it comes to quoting and renewals—can create serious friction for sales teams.

At Cloudely, we know that no sales team should be held back by manual processes, rigid configurations, or disconnected tools—especially not in an industry where speed, accuracy, and trust are everything.

Cybersecurity Needs Smarter Sales Tools

The global cybersecurity market is projected to reach $424.97 billion by 2030, with businesses adopting increasingly sophisticated and subscription-based solutions. This growing complexity has made traditional sales tools—and spreadsheets—woefully inadequate.

In fact, 70% of B2B companies still rely on manual quoting processes, leading to delays, pricing inaccuracies, and missed opportunities.

Cybersecurity companies can’t afford such inefficiencies. Clients demand fast, precise solutions—and sales operations must be just as agile.

Our Success Story: Helping a Cybersecurity Leader Streamline Their Sales Process

When a leading cybersecurity company approached us, their CPQ challenges were clear:

  • Managing custom pricing adjustments with JavaScript plugins
  • Building bundles with adjustment items, including negative pricing
  • Handling renewals that required different sets of pricing and product rules
  • Enabling product-category-based approvals for faster routing
  • Syncing quotes to opportunities seamlessly
  • Presenting quotes with discount matrices dynamically applied

We worked closely with their team to deliver a Salesforce CPQ implementation tailored to their complex pricing structure and dynamic product catalog.

What We Delivered:

  • Custom Pricing Engine: Developed using SteelBrick (now Salesforce CPQ) JavaScript plugins
  • Bundle Configuration: Supported negative pricing scenarios
  • Renewals Engine: Enabled distinct pricing and rules for renewals
  • Approval Automation: Based on product categories
  • Opportunity Sync: Integrated quote-to-opportunity mapping
  • Quote Templates: Auto-generated with discount matrices
  • Dynamic Configuration Options: Gave the sales team flexible quoting capabilities

The result? Faster quote generation, streamlined renewals, and higher deal velocity—all while maintaining pricing precision.

CPQ Implementation mistakes book

Why Salesforce CPQ is Ideal for Cybersecurity Companies

Salesforce CPQ is designed for companies managing complex product catalogs, variable pricing models, and high-volume renewals. For cybersecurity providers, it enables:

  • Precision in quoting subscription tiers, services, and add-ons
  • Scalability as offerings grow and evolve
  • Reduced human error through automation
  • Faster turnaround times for approvals and quotes
  • Automated renewals to drive long-term retention

In an industry built on trust and speed, Salesforce CPQ empowers sales teams to focus on what matters—solving customer problems, not fighting with spreadsheets.

Salesforce CPQ Transition to Revenue Cloud – Key Considerations

The Cloudely Difference

At Cloudely Inc., we specialize in Salesforce CPQ implementations for high-growth industries like cybersecurity. Our team doesn’t just configure tools—we solve sales problems.

We’ve seen firsthand how CPQ, when customized and aligned to the business model, can completely transform quoting operations. Our recent implementation for a leading cybersecurity company is a testament to that.

Ready to Transform Your Sales Process?

If your quoting system is slowing you down—or worse, costing you deals—Salesforce CPQ can be the game-changer. And Cloudely is here to help you implement it right.

Contact us today to learn how our Salesforce CPQ experts can help you streamline sales, automate renewals, and scale efficiently—just like we did for a global cybersecurity leader.

By |2025-05-09T13:34:53+05:30May 9th, 2025|Salesforce, Technology|Comments Off on How Cloudely Helped a Leading Cybersecurity Company Simplify Complex Sales with Salesforce CPQ