Completion Timeline: Approximately 4 Weeks
Call +1 516 637 2191 or email email@example.com for more information.
Cloud Creations will conduct five strategy sessions
We’ll create your product catalog and price lists, and up to 500 product codes
We’ll configure your primary attributes, sales workflow, up to 10 discounting rules, and up to 3 approval processes
We’ll configure CPQ to integrate with your new or existing Salesforce org for record reciprocity.
We’ll set up guided selling to ensure any upsell or cross-sell opportunities are not missed during the quoting process.
We’ll create up to 3 templates for quote or document generation, including quotes, contracts, terms and conditions, or specification documents.
We’ll perform one, one-hour training session to ensure all sales and management users are able to generate quotes and perform basic modifications.
From start-ups to Fortune 500s, we help businesses of all sizes get the most out of their Salesforce experience.