Manual quoting is slow, error-prone, and impossible to scale. Salesforce CPQ automates your entire configure-price-quote process - from product selection and pricing rules through approval workflows and contract generation - so your sales team spends time selling, not building spreadsheets.
Salesforce CPQ is powerful but complex. Our implementation service ensures your product catalogue, pricing logic, and approval processes are configured correctly from the start.
Structured product and bundle configuration in Salesforce CPQ - including product rules, configuration attributes, and feature selections that guide reps to accurate, valid quotes.
Automated pricing logic that eliminates manual pricing errors and enforces commercial policies - including volume discounts, partner pricing, and customer-specific rates.
Automated approval routing for discounts, non-standard terms, and deal exceptions - with clear approval chains, deadline tracking, and email notifications built into Salesforce.
Professional, branded quote documents and contracts generated automatically from Salesforce CPQ data - reducing manual document creation and ensuring consistent, accurate output.
Salesforce CPQ (Configure, Price, Quote) is a native Salesforce application that automates the quoting process for businesses with complex products, variable pricing, or frequent discounting. If your sales team spends significant time building quotes in spreadsheets, struggling with pricing errors, or waiting for manual approval chains, CPQ will deliver measurable time and cost savings.
A focused CPQ implementation typically takes 8-14 weeks, depending on the complexity of your product catalogue and pricing rules. Implementations with many bundles, tiered pricing structures, or complex approval chains take longer. We provide a detailed timeline after an initial scoping workshop where we review your current quoting process and product complexity.
Yes, Salesforce CPQ is built on top of Sales Cloud and requires an active Sales Cloud org. If you do not yet have Sales Cloud in place, we can implement both together as part of a combined engagement - which is often the most efficient approach.
Yes. We typically handle product catalogue migration as part of the CPQ implementation. We work with your existing product data (from spreadsheets, an ERP, or a legacy system), map it to the CPQ data model, and load it using Salesforce's Data Loader and CPQ-specific APIs. We also help you restructure the catalogue if the current structure is not optimised for CPQ.
Talk to our CPQ specialists about your quoting challenges. We'll design a solution that eliminates manual effort and speeds up your sales cycle.