Salesforce CPQ

As marketing, sales and business operations continue to evolve and streamline their interconnected processes, organizations are realizing the benefits that a CPQ (Configure-Price-Quote) system can provide. When we first engage, many of our clients are facing the following:

  • Unruly product catalogs
  • Time-consuming quoting process
  • Outdated spreadsheets and disparate systems being used for pricing and quoting
  • Frequent configuration or pricing mistakes
  • Business rules and pricing policies that are unclear, inconsistently followed, and difficult to enforce
  • Difficulty with prorating and co-terming of add-on products or services
  • An inefficient renewal process and poor visibility of renewal pipelines

A well-implemented CPQ solution can transform your business, making it both more efficient and more 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 and 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 has a team of experts and a set of best practices in place to help diagnose your CPQ needs and prescribe a solution for Salesforce clients that ranges from Salesforce out-of-the-box quoting capabilities to SteelBrick’s Quote-to-Cash SaaS platform built native to Salesforce to custom solutions built by OpFocus in your Salesforce org.

Salesforce Steelbrick_OpFocus Partner





OpFocus CPQ Services include:

  • Guidance in preparing for your project
  • Configuration and business process design following industry best practices
  • Implementation services led by a Salesforce and SteelBrick certified resources
  • Loading of product and pricebook data
  • Testing, training and support before and after go-live
  • Creation of reports and dashboards
  • On-Going Managed Services and Support

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