CPQ Quick Start Implementation
Our Salesforce-certified experts empower service teams to keep customers satisfied and build loyalty through every interaction.
Work From Anywhere
Work Life Balance
5-Days Working
Rewards & Recognition
Irrespective of whether you’re a New or an Existing Salesforce Customer looking out to get up and running on Salesforce fast, our Quick Start Salesforce Implementation Package is the best option for you. It’s a 30-hour engagement package suited to a Team of Salesforce Users looking forward to using Salesforce’s basic CRM functionality.
We offer the QuickStart Salesforce Implementation package for Professional, Enterprise, and Unlimited Editions of SFDC.
The QuickStart Salesforce Implementation is quickly deployable and easily manageable, which is unlike the impression traditional consulting firms create while deploying a new CRM system.
Key Benefits
End to end deployment within 4-5 weeks
Our Salesforce Experts are studying your business process and Configuring/Customizing Salesforce according to it.
Consult you as per Industry Best Practices and Data Quality in Salesforce Implementation
Reports and Analytics to provide you with key matrices to run your business
End-User Training
Implementation Price
- Max Users: Up to 20
- Estimated Maximum Delivery: 4 Weeks
- Editions: Professional, Enterprise, Unlimited
- Dedicated Salesforce Consultant
- Config/Architecture Review (1 hour)
- Planned Discovery (2-4 hours)
Project Kickoff Call
Discovery Sessions (2-3 Sessions)
2 or more discovery sessions to understand your vision with Salesforce. Our Salesforce experts will
understand your business processes and consult you on how Salesforce can help you increase your
team’s productivity.
We will understand what data you want to track in Salesforce and what kind of Reporting and
The analytics you might need to get the big picture.
CPQ Configuration
- Requirements Gathering
- Time dedicated for a requirement gathering scoping session at project onset with a business analyst and technical Salesforce consultant.
- Requirement Documentation
- Write up the detailed requirements defined during the scoping sessions into a Statement of Work (SoW) including solution design, architecture, user stories, and time estimates.
- Installation and Setup – CPQ
- Installation of the Salesforce CPQ package into Salesforce. Setup security and assigning of licenses.
- Product Catalogue
- Standardization of your product set. Configuration of up to 100 current products and future standalone products.
- Bundles
- Offer unique combinations of products and services that deliver what your customer needs. Configuration of up to 5 bundles to allow multiple components to make up bundles or specific products. Each bundle can contain up to 20 products. Maximum 3 option constraints per bundle.
- Pricing and Discounting
- Make sure your customers always receive accurate and consistent pricing. Configuration of up to five CPQ product pricing rules, five discount schedules, contracted prices & price dimensions.
- Output Documents & Custom Actions
- Configuration of up to 4 templates in the system to ensure that the user will be prompted to select the quotation template to be applied when the PDF document is created, and also the e-mail template that is to be applied for the document transmission. e.g. standard terms and conditions applied to template vs non-standard terms and conditions.
- Approvals
- Ensure business rules by automating quote approvals. Configure a native Salesforce approval process for managers to sign off, based on specific criteria.
- Onsite Training
- Train the trainer on best practice usage of Salesforce CPQ functionality to get your users up and running.
- Project Management & Sprint Activities
- Total time dedicated to all calls, emails, meetings, and ongoing communication throughout the entirety of the project alongside project management activities such as:
Requirement documentation Sprint planning & reviews Creating and maintaining the project plan Weekly update reports Showcases Sprint cadences
- Total time dedicated to all calls, emails, meetings, and ongoing communication throughout the entirety of the project alongside project management activities such as:
- UAT
- Time allocated to UAT that will be completed prior to user training. UAT will cover any time required for tweaks and reworks to the solution to ensure a strong deployment.
- Custom Support Packages are available
- Data Upload – Pricing after looking at the state of the data
Find out why companies across industries choose CloudVandana as their dedicated Salesforce consulting partner.
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