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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 set up guided selling to ensure any upsell or cross-sell opportunities are not missed during the quoting process.
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.
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
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