Salesforce CPQ Implementations

Growth alongside brings complexities. Growth businesses become interested in implementing CPQ systems to address inefficiencies and errors in their Quote to Cash processes that creep in, as the product portfolio, customer base, partner network and size of sales staff grows.

The benefits of the CPQ implementations are not limited to just efficiencies or productivity of the sales teams; benefits also come from the alignment among the various stakeholder teams - product management, sales, sales operations, marketing, finance and others to agree on the processes around Configuration, Pricing and Quoting. CPQ systems are effective vehicles for communicating Product & Pricing strategies and tactics to front end sales teams and enforcing them.

varasi cpq model

CPQ implementations often involve integrations with back office systems. The implementations may be phased as well integrating in the product configurations, pricing and inventory information from back office systems, in multiple phases.

Varasi consultants have a solid understanding of the Salesforce platform capabilities and nuances around integrations with back office systems. We have developed a disciplined approach to change management around systems implementation over the years. This equips us to take on the most complex CPQ implementations for our clients.

CPQ Stakeholders & Processes

cpq processes

Value for you:

  • Greater revenues due to faster, accurate quotes resulting in higher close rates
  • Ease in introduction and maintenance of value adding product bundles, guided upsells and cross-sells
  • Automated and branded proposal, contract generation for improved sales productivity
  • Consistency in pricing, discounting and approval processes across sales teams and regions resulting in higher margins
  • Seamless Quote to Order & Billing conversion without manual and error prone steps for back-office order entries
  • Automated and branded proposal, contract generation for improved sales productivity

Key Deliverables:

  • Solution Design workshop that is a combination of education and needs analysis around CPQ
  • Train the trainer sessions and artifacts
  • Design and Develop processes for Approvals, Renewals, Amendments, Orders
  • Prioritized requirements mapped to the stakeholders for CPQ
  • Integrations and migration of data from relevant systems
  • Design and Develop Product catalog, Pricing methods, Quote templates & processes

Check out our playlist on Requirements Workshops for Salesforce CPQ