This comprehensive package ensures a well-configured Salesforce CPQ implementation that streamlines the quoting process, enhances sales efficiency, and supports scalable growth.
Workflow Capture: Conduct two workshops to understand and document the quoting process workflow.
CPQ Package Setup:Update user profiles to enable CPQ functionality.
Configure CPQ settings, assuming existing currency setup is valid.
Opportunities Configuration:Update one page layout to provide CPQ Quote access.
Create one record type if needed.
Define sales process stages, limited to one sales process.
Product Configuration:Use CPQ Product Page Layout.
Configure product elements including units of measure (UOM), pricing models, bundle structures, and discount tiers.
Price Books:Create one new pricebook for CPQ configuration.
CPQ Quote & Quote Line Editor:Configure CPQ fields, page layouts, Lightning pages, record types, and custom fields.
Limited to one version of the Quote Line Editor.
Product and Price Rules:Set product selection restrictions and validations.
Implement price rules for additional quoting calculations.
Approval Processes:Create one approval process.
Quote Template:Standard CPQ Quote Template setup and logic.
Quote to Order Handoff:Automate conversion of CPQ Quote to Salesforce Order.
Contracts:Configure fields, one page layout, one Lightning page, and one record type.
Manage subscription lifecycle including amendments and renewals.
Automation:Allocate up to 16 hours for specific CPQ-related automations.
User Acceptance Testing (UAT):Conduct thorough UAT to ensure functionality meets business needs.
Training:Implement Train-the-Trainer model with up to two hours of guided sessions.
Deployment:Migrate solution from Sandbox to Production environment.
Provide go-live support hours to ensure smooth transition and user adoption.