Salesforce CPQ
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Salesforce CPQ

Salesforce CPQ

Start Package

Quick Start Stages

1. The First Call

We get to know all the stakeholders, requirements, and deadlines and schedule meetings to prepare the Statement of Work (SOW) — the duration is approximately 60 minutes.

2. The Discovery Call

We will clarify your goals and show you the list of possible solutions—the duration is approximately two meetings, 120 minutes each.

3. Your Salesforce Platform Development and Configuration Review

Together, we will review the functionality of your brand-new system, guide you through the user interface, and make any necessary adjustments. We will conduct these sessions weekly to ensure a smooth and optimized experience.

4. Preparation for Data Migration and the Migration Itself

We offer ready-to-use templates, guidelines and assist in building data mapping. Your task is to follow the provided directions. The duration may vary depending on the volume of data.

5. The Training

We train all stakeholders to use the system correctly — the duration is approximately 120-180 minutes.

6. User Acceptance Testing

We collaborate closely with your team to double-check and thoroughly test the system, ensuring it aligns with your requirements and operates smoothly. We guarantee that the system runs appropriately and meets your expectations.

7. Post Go-Live Support

We are committed to promptly resolving any issues that arise during the initial weeks after the release. Our dedicated support team is here to assist you, ensuring a smooth transition and helping you gain confidence in the software's reliability.

FAQs

What are the Most Popular Quick Start Packages?

We frequently configure Sales Cloud and Service Cloud within Salesforce Customer 360 Platform setup, as they are vital for various businesses. Salesforce Lightning helps you customize and enhance these components, delivering a flexible and more productive user interface.

Why Should We Choose Redtag for Quick Start Implementation? 

Redtag has a lot of experience helping companies start with Salesforce quickly. We leverage pre-built templates to simplify the process and make it affordable and straightforward. You work with the same team members throughout the project and may be confident we assign the right talents to tackle your problems.

What’s In The Package?

The Quick Start service assists you with a smooth Salesforce (varies with your Salesforce Cloud Technology) adoption and implementation, preserving all your existing data migrated over. You can rely on a dedicated consultant and a QA team to ensure your success. We conduct regular meetings to discuss progress, user testing and acceptance, and training to ensure all stakeholders use Salesforce effectively. Let’s go through our Salesforce Quick Start guide to make it clear.

Quick Start Advantages

Salesforce Quick Start service assists you in adopting and implementing Salesforce smoothly (varies based on your Salesforce Cloud Technology). It ensures the preservation of all your existing data during migration. We conduct regular meetings to discuss progress, user testing, acceptance, and training, guaranteeing effective utilization of Salesforce by stakeholders.

What’s Not Included?

The Quick Start implementations are primarily designed to provide a time-limited and service-limited out-of-the-box solution that caters to the specific requirements of each business and serves as a sufficient starting point for Salesforce. However, it's important to note that certain items may be excluded from the defined scope of work.

  • Custom integrations; 
  • Payment processing; 
  • Marketing automation;
  • Middleware configuration;
  • Tailored mobile solutions; 
  • Third-party storage services integration.

Pricing

Your final price varies with the selected Salesforce Quick Start Packages and your requirements. 

Let's talk about your project

Contact with our Salesforce experts team for consultation
Let's talk
Our offices

🇺🇸 Chicago, IL

325 N Wells St STE 100
Chicago, IL 60654
+1 (312) 885 95 87

🇺🇦 Lviv, UA

B. Khmelnytskoho str, 106
Lviv, 79024, Ukraine
+38 (063) 041 48 99

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sales@redtag.pro

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Quick starts

Salesforce CPQ

QuickStart Implementations get you up and running fast so you can start seeing the rewards of your investment.
🕜 Total hour:
220
📅 Timeframe:
14 weeks

Salesforce CPQ

Benefits: 

  1. Customized product configuration
  2. Guided selling implementation
  3. Competitive pricing management
  4. Personalized document generation
  5. Efficient contract renewals

Industries:

  • Manufacturing
  • Retail
  • Professional Services
  • Consumer Goods
  • High Tech
  • Healthcare & Life Sciences

‍

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Discovery and Design

🕜Time: 40h
  • Discovery Interviews
  • Solution Design
  • Project Documentation

Development and Configuration

🕜Time: 124h
  • Configure products, bundles, and options for accurate quoting and ordering.
  • Implement guided selling to assist sales teams in recommending suitable products.
  • Manage price books and discounts to ensure competitive pricing and profitability.
  • Set up validation rules to enforce business rules and maintain data accuracy.
  • Establish approval processes for efficient and compliant quote approvals.
  • Create custom email templates for automated communication in quoting and approval.
  • Generate personalized output documents with conditional content.
  • Streamline renewals and amendments for efficient contract management.

Adoption

🕜Time: 30h
  • Admin training
  • User training 

Data Import

🕜Time: 16h
  • Manage up to 1,500 products, including subscriptions.
  • Configure pricebook entries for up to 5 pricebooks and 2 currencies

Post-Go-Live

🕜Time: 10h
  • Support

Salesforce CPQ Packages

Automated Selection Rules

  • Implement automated selection rules to simplify and enhance the product configuration process. Ensure that sales teams are guided to the most appropriate products based on predefined criteria, reducing errors and improving efficiency. Create flexible, rule-based logic to dynamically adjust product offerings, making sure every quote is tailored to customer needs. This automation not only accelerates the quoting process but also ensures consistency and compliance across all sales transactions.

🕜 Time: 65h

Search Filter Complexity

  • Enhance Salesforce search with advanced filters tailored to your business needs. Enable sales teams to quickly find the right products and services based on complex criteria. Streamline the sales process, improving customer satisfaction.

🕜 Time: 40h

Quote Term Logic

  • Apply advanced quote term logic to align contracts with business rules. Automate terms with customizable templates and conditional logic. Streamline quoting, enhance compliance, and reduce errors for accurate and consistent quotes.

🕜 Time: 70h

Advanced Approvals

  • Implement a tailored approval process with configurable hierarchies and criteria. Automate workflows to speed up processing while controlling pricing, discounts, and terms. Maintain compliance and efficiency from quote creation to final approval.

🕜 Time: 100h

Order Management

  • Streamline your order management with seamless Salesforce integration. Automate workflows from quote to delivery for accurate processing. Gain real-time visibility into order status, inventory, and fulfillment. Scale your system to meet growing business demands.

🕜 Time: 140h

Kateryna Loginova

Book a demo!

Contact with our Salesforce consultant,
Kateryna Loginova, for consultation.

Let’s talk