budget that is CFO friendly and approved
and we seriously mean it. our salesforce cpq solution-in-a-box is all-inclusive (except salesforce cpq license cost) prescriptive solution leveraging rapid application implementation framework from Cloudely. it includes end to end implementation of Salesforce Configure Price Quote (CPQ) solution based on industry best practices. the program is designed to get you started on the platform and extend the usage of features as you grow.
our solution-in-a-box includes:
what’s included in cpq solution-in-a-box
i’m glad you asked. our cpq solution-in-a-box is a prescriptive rapid implementation framework where we use industry best practices to enable features for you based on your products and business
installation
our solution experts will install Salesforce CPQ application from AppExchange and perform necessary configuration based on your organization needs
business process coverage
setup and configuration of new and existing sales business process from quote initiation to closing the deal and everything in between
electronic signature
integration of electronic signature process for your quotes/proposal with your choice tool – DocuSign or Adobe Sign
product catalog
setup standard product catalog with offerings for up to 50 standalone products, up to 2 bundles and up to 5 constraint, option and product rules
pricing
standard pricing setup for 1 price list using a single currency. pricing setup includes setup and configuration of discount metrics
proposal template
setup and configuration of 1 quote/proposal template using your corporate logo and design guidelines
work with our awesome team members
all implementations are performed by team members who are specialized in this domain and have performed several implementations in various industries. all of our team members are Salesforce certified. every project will have below team members…
project manager
cpq solutions architect
technical architect
product configurator
business systems analyst
testing/qa
typical project schedule
team engagement and progress tracking
- weekly project status meetings
- weekly project status reports
- perform proof of concept demonstration (POC) during solution design phase
- after each sprint, provide demonstration and collect feedback
- provide train-the-trainer training to your system administrator
have custom needs? we have you covered
advanced configurations
have a need for advanced configuration for your products and services, we can help. we have worked with several organizations spanning multiple verticals.
quote to order
convert your quote to an order in your backend ERP of choice. reduce redundant data entry and create 100% accurate sales order. we have worked with Netsuite, Oracle, SAP, BAAN, Microsoft Dynamics and many others.
integrations with contract management
do you use (or plan to use) contract management system? we can integrate with the contract management system of your choice where you can continue with the legal process.
billing enablement
we can help you to enable billing and payments for your products by integrating your quote with Salesforce Billing solution.