Salesforce CPQ Quick Start Package
Completion Timeline: Approximately 4 Weeks
Call +1 516 637 2191 or email support@thecloudfountain.com for more information.
Project Kickoff and Business Process Reviews
Cloud Creations will conduct five strategy sessions
Create Catalog Structure and Products
We’ll create your product catalog and price lists, and up to 500 product codes
Sales and Approval Workflow
We’ll configure your primary attributes, sales workflow, up to 10 discounting rules, and up to 3 approval processes
Salesforce Integration
We’ll configure CPQ to integrate with your new or existing Salesforce org for record reciprocity.
Guided Selling Setup
We’ll set up guided selling to ensure any upsell or cross-sell opportunities are not missed during the quoting process.
Document Generation
We’ll create up to 3 templates for quote or document generation, including quotes, contracts, terms and conditions, or specification documents.
Training
We’ll perform one, one-hour training session to ensure all sales and management users are able to generate quotes and perform basic modifications.
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