Timeline: 4 weeks
We will introduce our team to the client. Setup a discovery call then understand the what to set up in Company Information; Cloud Creations will conduct strategy sessions, then will must plug in your data, configure your business strategies and begin quoting.
We will create your product catalog and price lists and product codes.
We will configure your primary attributes, sales flows, few discounting rules and approval processes.
We will configure CPQ to integrate with your new or existing Salesforce org for record reciprocity. Our experts will ensure that all data transfers between Salesforce CPQ and your organization’s without any financial/billing processes issues.
We will create few templates for Quote or document generation, including quotes, adding products, terms and conditions or specification documents for Sales and Admin users.
We will perform training sessions to ensure all sales and management users are able to generate quotes and perform basic modifications.