CPQ Accelerator Program

Fast-track your new CPQ Implementation or optimize your existing configuration by leveraging our 40 hours of CPQ consulting expertise for any one of the following product-related services.

Setup:

Implement best practices before Salesforce CPQ installation

Install and set up the Salesforce CPQ package

Assist in User Setup

Configure CPQ Licenses and Permission Sets

Products and Bundle Configuration

Create Products and Price Books

Configure Product Bundles, including nested ones

Enhance Product Bundles using features and configuration attributes

Establish support for multiple currencies

Guide customers to suitable products through guided selling

Pricing

Configure pricing structures with various models for pricing and discounts

Automate price and discount calculations

Implement actions on Product Bundles based on user-defined conditions and queries

Define intricate rules for block and cost pricing

Quotes

Automate template selection

Set up conditionally rendered Quote Templates

Implement multi-dimensional quoting processes

Translate Quotes into multiple languages

Configure Quotes to accommodate varying Subscription Terms and Co-Term add-on orders

Advanced Approvals

Set up Advanced Approvals with Salesforce CPQ

Manage Advanced Approval Permissions

Establish Approvers and Approver Groups

Configure Approval Rules

Set up Approval Chains

Configure Approval Email Notifications

Renewal and Amendment Model

Configure Asset-Based or Contract-Based Renewal Models

Set up Renewal Opportunity and Renewal Quote Processes with ease

Automate Amendments and Renewals for seamless continuity across Assets and Subscriptions tied to your account

Orders

Set up Salesforce CPQ with Order Management

Allow for multiple orders on Quotes

Generate Accurate Revenue Reports with Bookings

Set up Tax Exemptions on your account