AppShark’s certified consultants can help your company deploy a fully customized Salesforce CPQ instance, simplifying the Lead to quote to cash process while allowing your company to have increased visibility into opportunities, revenues and profits on potential sales.

By first understanding your sales processes, product and pricing considerations, and defining discounting and approvals required, our team designs and builds a CPQ instance that aligns with your needs. This may include a variety of easy-to-employ tasks:

Install and configure Salesforce CPQ AppExchange package

Define product catalog, product options, features and bundles, load the data into Salesforce CRM

Design custom quote templates using out-of-the-box standard templates or custom components

Configure Product Rules and Price Rules

Implement Advanced Approvals

Implement Advanced Order Management

Configure various discount schedules like volume discounts, manual discounts, partner and distributor discounts

Implement guided selling

Configure subscription products, pricing and discounts

Implement CPQ for communities to help partners and distributors

In addition to implementing and optimizing Salesforce CPQ, AppShark Salesforce consultants can also help with tasks such as integrating Salesforce with other systems that may have pricing information, product catalogs, order management etc., and training your team members. Our consultants will also assist in enhancing your CPQ implementation by recommending & installing AppExchange packages.

Packages/Engagement Models

We provide the following packages/engagement models that can be customized based on your requirements and budget:


Packages Time Line Status
QuickStart $ 4 weeks to go live No
QuickStart Plus $$ 8 weeks to go live No
Standard $$$ **Varies by scope** Yes
Refresh **Varies by scope** Yes

Managed Services

Block of hours

Shared Resources

Dedicated Resources/Teams