Salesforce CPQ Quickstart

Overview

Our Salesforce CPQ Quickstart Implementation program is great for those companies just beginning their CPQ journey.  This program is designed to get you setup with Salesforce CPQ quicker so you can realize the benefits of it quicker.

 

Project Management
  • Dedicated Project Point of Contact
  • Project Kick-off Call
  • Project Wrap-up Call
Discovery & Design
  • Discovery Session
  • Business Requirement Document Development
Automation
  • Approval Process Setup
  • Discount Schedule Configuration
Page Layouts
  • Opportunity Page Layout Updates
  • Quote Page Layout Updates
Package
  • Package Installation
  • Package Settings Configuration to Include:
    • Partner Discounts
    • Decimal Placement
    • Storage Folders
    • Solution Groups
Quoting
  • Quote Template Creation
  • Terms & Conditions Creation
  • Quote Stage Setup
Products
  • Product Import
  • Price Book Configuration
  • Option Setup
  • Feature Setup
  • Option Constraint Setup
  • Configuration Attribute Setup
Training
  • End User Training
  • Admin Training
CPQ Quickstart

$10,000

  • Discovery & Design
  • Approval Process Setup
  • Discount Schedules Configuration
  • Package Setup
  • Products & Price Lists Setup
  • Quote Template Creation
  • Project Management
  • Training
Let's Get Started