Salesforce CPQ Quick Start Package

Completion Timeline: Approximately 4 Weeks
Call +1 516 637 2191 or email support@thecloudfountain.com for more information.

Project Kickoff and Business Process Reviews

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.