CPQ quick start package

Increase your productivity, revenue and profitability with Salesforce CPQ

introduction

Quick start your CPQ implementation Journey and empower sales to close the deals faster.

Salesforce CPQ automates quoting, contracting, and the ordering processes. This solution helps you improve the sales productivity and close more deals without ever leaving the Salesforce Platform. It delivers next-gen CPQ which is 5-10x easier to implement than legacy CPQ applications. Our experts help you design and implement a CPQ (Configure, Price, Quote) system tailored for your business requirements.
We cover all aspects of the Salesforce Cloud product range; we guarantee to make sure you can get the value from your licences within days. We have had the pleasure of implementing many new Salesforce customers onto the world’s #1 CRM with outstanding results.

Our process for Salesforce CPQ development

Discover & Strategic road map

We understand your current existing systems and devise a effective development planning document to meet your needs.

Setup CPQ System

We install CPQ package, CPQ permissions and configure profiles and permissions using Lightning platform or enhance the existing system.

Configuration of Products, Price and Quote templates

We create bundled structure for your products and product catalog including price lists, objects and quotes.

Setup Sales Process and Approval workflows

We setup new sales approval workflows and processes, rules to submit the quote for your customers.

User Training and documentation

We guide every user with the right set of instructions and provide a complete understanding of your Salesforce solution

Ready to get started? We are here to help you

Accelerate Sales across your business functions

Salesforce CPQ arms your employees with the powerful, user-friendly tools they need to increase efficiencies and deliver commercial success. Unite and accelerate your sales journey using Salesforce

Sales

Help your sales reps with powerful guided selling providing quotes, product information, reducing administration time and handling more orders.

Operations

Optimize your sales processes efficiencies and benefit from increased visibility with a 360 degree view of pipeline and workflows.

Finance

Accurately forecast and easily get reports and Dashboards on revenues and margin. Keep control with auditable approvals for pricing discounts.

Packages for your needs

Get a fully customized and carefully implemented Salesforce CPQ system based on your needs

Basic

Advanced

Custom

Assumptions

  • Customer’s business process information, documents and data is made available in a timely manner
  • Maintain Single Point of Contact for any type of communications
  • Client must provide the required sample order data, order acceptance criteria to Palni
  • End-user training will be provided to the client on need basis
  • Customer will complete all customer tasks in a timely manner
  • Customer’s business process information, documents and data is made available in a timely manner

testimonials

IB was going through a digital transformation and Palni was brought in to completely reconfigure our Salesforce environments. Their team of administrators and developers were able to efficiently understand our vision and set up a process for us to successfully plan and execute major changes. As our distributor network was evolving, we identified a need to leverage Salesforce Communities. The Palni team organized quickly around the initiative and stood up a new Salesforce Cloud that utilized lightning and we rolled out a new portal in record time.
Eddie, Sr. Development Manager
Interstate Batteries
Palni's team has quickly deep dived into existing Salesforce implementation and helped us fix the issues. Palni has deep Salesforce expertise and the team has leveraged Salesforce out of box features to provide solutions with minimal coding
US based technology provider
Palni Consultants have consistently demonstrated high levels of business and technical knowledge.They maintain high integrity and deliver tasks on time within budget.We always look forward to work with Palni Consultants
Telecom company
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Ready to get started? We are here to help you