SALESFORCE™ STEELBRICK CPQ IMPLEMENTATION

CPQ Implementation Configuration

Customization Integration

Does your sales team spend hours determining the correct pricing for your products and services? Do your sales people spend days writing and editing proposals? Are there multiple, unsanctioned spreadsheets being used by sales representatives trying to tame complicated pricing schemes? Have you ever reviewed a proposal you have sent to a client in horror upon realizing the numbers don't add up correctly? Salesforce has a solution!

Salesforce CPQ (formerly known as Steelbrick) is a robust, fully featured add-on to Salesforce to enable sales teams to quickly select the right products in their correct configurations, price them correctly and then produce professional sales documents that can be printed or sent electronically to clients for approval. In fact CPQ stands for Configure, Price, Quote and is also referred to as Salesforce Quote-to-Cash.

The flexible, highly customizable nature of Salesforce CPQ means that implementations can be be frustrating and lengthy, particularly if a company does not have someone with prior experience configuring CPQ. After the configuration has been completed, thorough training of sales staff using the product is critical to ensure it is used correctly and value is returned from the investment.

Summit Technologies is proficient at implementing all aspects of Salesforce CPQ. Our consulting team has relevant certifications in:

  • Sales Cloud Consultant

  • Advanced Salesforce Administration

  • Platform App Builder

  • Platform Developer

Some of the Salesforce CPQ services we offer:

  • Product Catalog Setup

  • Custom Dynamic Quote Templates

  • Document Generation

  • Docusign Integration

  • Guided Selling Configuration

  • Product Bundling and Nesting

  • Setup Pricing Methods

  • Configure Discount Schedules

  • Setup Contracts and Renewals

  • Basic Order Management

  • Advanced Approvals

  • CPQ to Service Cloud Integration

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Salesforce Sales Cloud CRM Quickstarts get you up and running fast!

Summit Technologies QuickStarts include:

  • Set up and customization of Salesforce

  • Up and running in 2-3 weeks!

  • Training included

  • Follow-up support

Get a free Salesforce CPQ Consultation