Salesforce
CPQ
Consulting
The “CPQ” in Salesforce CPQ stands for “Configure-Price-Quote”. Sounds nice and easy, right? Not so fast.
Anyone who has ever attempted to implement and maintain a CPQ system within their Salesforce organization knows that it goes far beyond simply adding products and discounts then generating a quote document.
Our CPQ Consulting services allow you to deploy certified Salesforce administrators and developers to account for all of the intricacies that can easily get missed and ensure a successful deployment.
Our approach
Discovery phase
Execution phase
Implementation phase
Salesforce CPQ Consulting Services
Operatus’s team of consultants are Salesforce certified in many levels and specialties, including CPQ implementation specialists. We’ll share insight into how the CPQ package fits into your broader Salesforce instance. We believe that a well-configured CPQ tool will seamlessly integrate with the rest of the environment so that non-technical sales users can easily navigate and execute their process.
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Investigating Salesforce CPQ
CPQ doesn’t just affect the sales process. Our revenue operations experts take a proactive approach to aligning all teams whose departments are involved, such as operations, finance, marketing, product, and customer success.
CPQ Solution for Sales Process
Operatus’s team of consultants are Salesforce certified in many levels and specialties, including CPQ implementation specialists. We’ll share insight into how the CPQ package fits into your broader Salesforce instance. We believe that a well-configured CPQ tool will seamlessly integrate with the rest of the environment so that non-technical sales users can easily navigate and execute their process.
CPQ Solution for Sales Process
Ultimately, the reason to implement Salesforce CPQ is to standardize and enhance the sales process - and the name of the game in sales is speed. The faster an individual rep can move through the process, the better. At the same time, your business needs reliable information about what products are being sold, at what quantities, and at what prices. We’ll design an ideal CPQ setup that makes life easier for the sales users by giving them a simple, easily-executable path to complete the deal, while also capturing the necessary details.
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Bloomfire’s sales team was growing but they hadn’t budgeted for an in-house Sales Ops Manager or Salesforce Admin, and it wasn’t yet a full time need.
The Operatus team tackled a diverse set of needs, including systems administration, reporting, process improvements, funnel and source tracking.
Connect With Our All-Star Team
If you have a CPQ system that needs to be implemented, updated, or better aligned with the rest of your Salesforce instance, Operatus’s certified experts have completed many CPQ implementations - we’re ready to help.
Schedule a call with us and let’s talk about how we can design the perfect CPQ system for you.
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