SERVICES MENU
CONFIGURE PRICE QUOTE [CPQ]
LET'S MAKE A SIMPLER QUOTING WORKFLOW FOR YOU
You've got a crack sales team, and they work hard to get the sale, but each one of them has their own way of configuring, pricing, and outputting the quote to customers. We can help you break down and standardize all of these different approaches into one simplified quoting process for the entire team.
THE QUOTING CONFUSION...
On the back end, everyone having their own quoting style often leads to outdated information on their different devices at regular intervals, they each take an approach that is often not on-brand for your business, and missteps will happen fairly often. This is a common theme throughout every industry, but it doesn't have to be that way any more.
FINALLY HAS AN ANSWER
This is where the power of Salesforce CPQ comes in. If your team is already digging into Salesforce, then creating a standardized quoting process for all team members that resides natively inside the system is a no brainer, right? Building this functionality into your sales process will eliminate all of the hassles your team has put up with for so long. No longer will they question if they have the latest pricing, the right configuration, or whether the screenshot attachment in an email made it through to the customer.
Our Architect, Development, and Implementation teams have the experience to uncover all of the factors that go into a successful standardized quoting process, and we strive to hear all of the different approaches so unnecessary steps can be removed and common efficiencies can be implemented.
WITH A GREAT STRATEGY AND THOUGHTFUL IMPLEMENTATION, YOUR TEAM WILL GET
Unique Workflows | Simplified Tasks | Only the right info | Key Insights |
A good reputation | Customer Satisfaction | Ready for any scenario | Info at their fingertips |
ARE YOU READY?
As an experienced Salesforce Partner, we go through a rigorous education and testing process so we know how to approach your business needs in a straightforward, deliberate manner. We listen, we execute, and we refine.