Salesforce CPQ Implementation Guide

Before implementing Salesforce CPQ (Configure-Price-Quote), you should know a few things. It might be difficult for new users to engage with it. To help you out, we’ve put up this Salesforce CPQ Implementation Guide.

Given that you’ve already begun researching this item, you should be familiar with CPQ. But its potential goes beyond setting pricing for your items. As a robust solution that addresses all company demands, you may utilize it to alter your business operations and boost your sales department’s performance.

Following is the step-by-step CPQ implementation guide to help you implement it.

The first critical stage – establishing objectives. What are your long-term sales objectives? Next, recognize your sales process requirements and set quantifiable targets for your CPQ. These KPIs will help calculate the actual return on investment for your CPQ efforts.

No one can argue that the CPQ offers a slew of benefits that are well worth the price of admission. However, if you implement everything at once, your staff may find it challenging to keep up. So instead, we suggest focusing on the features that will help you reach your sales targets shortly. Implement Salesforce CPQ, for example, by starting with capabilities that meet your most critical business needs out of the box. Product catalogue, pricing book, guided selling, bundles of products, and order management are just a few of the elements that fall under this category.

Visit the CPQ products and pricing page if you’d like to learn about its pricing.

What CPQ resources do you have? Assemble a multidisciplinary team of professionals to work on your project.

Optimizing your company’s Quote to Cash process is at the heart of a successful CPQ deployment. Your organization has a specialized sales force that can meet the demands of a particular industry. As a result, the best course of action is to thoroughly review your sales process and make necessary adjustments in light of the new implementation project.

The primary goal of deploying CPQ is to increase the efficiency of your sales staff by providing them with relevant data at the time of quotation creation. This data is now dispersed over various platforms, spreadsheets, and other tools. So the next step is to ensure that your data is ready to be exchanged across your CRM, CPQ, and ERP systems. Don’t forget to consolidate all product information into a single database. Using Salesforce as your CRM necessitates additional precautions for external data. When implementing CPQ, find out what data is needed, where it is, and who is responsible.

Even if you recently introduced a world-class CPQ system to make their lives simpler, it’s not surprising that your employees may resist change. As a result, you must have a well-thought-out change management strategy. When a CPQ project goes awry, it’s usually because the end-user thinks of the sales team as the only ones using it. Product management, engineering, IT, and finance teams are largely ignored in this plan. Many people are involved in a CPQ project, both technical and non-technical. Everyone will have different expectations for this new family member. We recommend a change management team with a representative from each department to give end-user expectations. Develop user groups to allow trainees to get hands-on experience with the software. Even the message should be tailored to meet their needs.

Preparation is vital when it comes to the deployment of CPQ. For example, Admin user documentation and sales user documentation may be completed simultaneously. Sales user training documents are available to help you master the whole quotation process. It’s up to you whether or not to include:

The configuration of CPQ can be found in the Admin User Documentation. It is possible to include the following in this section:

In the initial phase after your CPQ migration to production, you and your implementation partner should address any potential concerns that may develop. It’s more likely that minor difficulties may develop if the setup is more complicated. You may not always be able to accomplish your CPQ objectives on your own. We at Cloud Primero are here to assist you in getting the most out of your implementation efforts while also guiding you through the learning process.

When you initially deploy the CPQ, there will undoubtedly be a period of adjustment for you to surmount. In this case, the expert consultants and deployment team of Cloud Primero can enhance the potential of your CPQ during and after implementation.