Salesforce configure price quote

Salesforce Configure, Price, Quote (CPQ) is a sales effectiveness tool that streamlines quote generation while accommodating product configuration scenarios, bundling, options, discounts, promotions, and volume pricing.

ATCOenergy Configure Price Quote implementation

Simplifying complexity

We now have a streamlined process and workflow, cutting hours into minutes.

See how we broke down workflow and made work flow.

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The benefits of Salesforce CPQ

With CPQ enabling your sales processes, you can: 

  • Shorten the sales cycle by automating the quoting process
  • Generate comprehensive and accurate quotes consistently
  • Align offer and pricing practices across sales representatives and sales channels 
  • Automate internal approvals when a quote requires management review
  • Reduce the time required to onboard sales representatives 
  • Capture detailed data and insights relating to offers, trends, and success rates
  • Reduce human error relating to product selection and pricing

What to expect

Here’s what you can expect when you work with Creative Sparq to implement CPQ:

01

Business process analysis

We first work with leadership and subject matter experts to determine:

  • Products, including pricing, options, bundling, and discounting
  • Quoting process (including strengths and opportunities)
  • Approval parameters and processes
  • Standard documents produced during the quoting process
  • KPIs that drive reporting and analytics

02

Configuration

Once we have determined how quotes should be produced, Creative Sparq configures CPQ to drive the process.

03

User acceptance testing

Before launch, we test the functionality of CPQ with a small subset of users.

04

Training and roll-out

We train your sales teams to use the CPQ engine, approval processes, and document generation capabilities.

05

After-launch support

We continue to support your team to make any adjustments or enhancements identified.

Connect with us

Questions about CPQ and how to enhance your quoting practices?

Fill out the form below to request a free discovery call on how CPQ can help you: