Home > Quick Starts > Salesforce CPQ

If you have got a Salesforce CPQ to quickstart up and running, We've got a plan. Read the below sections to understand more.

Salesforce CPQ


Timeline: 4 weeks

Key Benefits
  • Build a single, comprehensive view of each consumer to power 1-to-1 journeys
  • Market smarter with AI: power predictive recommendations
  • Integrate every touchpoint and experience with brand across different channels
Team introduction and Discovery

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.

Create Catalog Structure and Products

We will create your product catalog and price lists and product codes.

Sales and Approval Configuration

We will configure your primary attributes, sales flows, few discounting rules and approval processes.

Salesforce Integration

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.

Plan on Documentation

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.

User Training

We will perform training sessions to ensure all sales and management users are able to generate quotes and perform basic modifications.

Ready to get started? We can help.

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