Salesforce CPQ

Are your reps spending hours on creating quotes for customers, with little governance around discounting? Is your finance team spending weeks each month attempting to true-up billing? Is your customer success team struggling to understand what products your customers have, and finding it difficult to negotiate renewals? Is it hard to calculate & trust your MRR and ARR in Salesforce?

It’s time for Salesforce CPQ, and an experienced configure-price-quote expert to bring a new level of visibility and efficiency to your team.

A well-implemented CPQ solution can transform your business, making your team more efficient and profitable.

  • Efficiently generate and deliver accurate quotes to prospects in a fraction of the time
  • Reduce the complexity of product catalogs
  • Consistently enforce business rules and pricing policies
  • Automatically recommend upsell and add-on products/services to increase deal size
  • Automate cotermination and proration of add-ons to existing contracts
  • Streamline the renewal process by automatically creating and maintaining renewal opportunities
  • Easily manage multi-level approval processes
  • Create reports and dashboards that provide real insight into the quote-to-cash process

OpFocus’ 6 Step Methodology for CPQ Project Success:

  1. Blueprint phase: CPQ Capabilities Workshops
  2. Blueprint phase: Requirements Consolidation & Process Design
  3. Execute phase: Configuration & Implementation led by experienced, Salesforce CPQ-Certified resources
  4. Execute phase: Loading Product & Pricebook Data, Reports, and Dashboards
  5. Go-live phase: Testing, Training, and Support with Roll-Out
  6. Go-live phase: Ongoing Maintenance & Growth Services

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Tips on Starting Your Salesforce CPQ Project

When to Consider a CPQ Solution

Wondering if CPQ is right for you? Whether it solves your top business challenges? Here are 5 common scenarios CPQ solves with a breeze.

Is your company ready for CPQ?

People, process, systems, data -- key to every project, but especially so for CPQ. Think CPQ might help transform your business? Start here.

The Importance of Internal Stakeholders at the Start of CPQ

A successful project starts with identifying the key internal stakeholders, including representatives from some unexpected departments.

OpFocus’ CPQ expertise was apparent from the start. Their depth of knowledge, best practices, communication, and integrity were exactly what we needed in a partner. I’ve done many implementations during my career -- none went as smoothly as with OpFocus. - Lynn Thayer, Sales Operations Director at Red Canary

"OpFocus is encyclopedic about CPQ. They knew exactly how to implement what we needed in order to get the most value out of CPQ, so we can focus on helping clinicians work smarter, not harder." - Ben Bryer, Director of Business Operations, CentralReach

"Hiring OpFocus to implement CPQ was a no brainer. It's rare to find their level of expertise. Working with OpFocus allowed us as an organization, and me personally, to minimize risk and deliver a successful and timely rollout." - Palen Schwab, Director of Sales & Marketing Operations, ThreatStack

Need help preparing for CPQ?

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