Salesforce CPQ Quickstart


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.

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