Your Unbiased Guide to Selecting a Salesforce CPQ Consultant

Access tools and checklists you need to evaluate whether a Salesforce CPQ consultant is right for you!

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Your Unbiased Guide to Selecting a Salesforce CPQ Consultant

see what’s inside

The difference between the types of Salesforce CPQ consultant agencies

Checklist of questions to ask potential CPQ partners

How do I pick the right Salesforce CPQ partner?

Reasons not to avoid moving forward with Salesforce CPQ?

Questions you should expect your CPQ consultant to ask
Questions you should ask your CPQ Consultant

table of contents

Reasons why companies seek help with Salesforce CPQ

What is a Salesforce-certified CPQ specialist?

Differences between the CPQ firms you’ll see in the market

how much does it cost to redo a CPQ project?

Questions you should expect your CPQ consultant to ask

Signs your consultant is not conducting sufficient discovery

Questions you should ask your CPQ consultant

How to use these resources

What happens if I put off a CPQ implementation

Your 3 options to pick the right partner for your team

You’re a RevOps leader who wants to streamline the order and renewal process and take control of pricing .

Are you looking to…

  • Optimize your order and renewal process
  • Understand your options for bringing on Salesforce CPQ
  • Evaluate potential CPQ consultants and find the right for your team
  • Create alignment on your team around Salesforce CPQ
This guide will help you qualify a Salesforce CPQ consultant to meet these challenges.

Kyle Chagnon

about the author

Kyle Chagnon

Kyle works in the marketing department here at OpFocus, developing email campaigns, blog content, and hosting virtual events. Over the years, he’s worked with numerous types of marketing content, becoming a true jack of all trades.

As a marketer, Pardot is by far his favorite part of Salesforce. The platform allows him to create compelling content and deliver it to the specific RevOps leaders that can find true value in the services OpFocus provides.