Salesforce Quote to Cash

With Salesforce CPQ, you can configure products, price orders, and generate quotes, all with the click of a button. Salesforce CPQ is 5-10x faster to implement than other CPQ software and is easy to use, on any device, anywhere, anytime.

Salesforce Consulting San Francisco

Build and deliver accurate sales quotes fast.

Configure products, price orders, and generate quotes while reducing errors and increasing sales rep productivity.

Salesforce Consulting San Francisco

Guided Selling

Simplify the selling process with new reps

Guided selling helps new reps get up to speed quickly. You can create a set of questions that prompt your sales reps to enter simple customer data, like company size or industry. Based on their responses, Salesforce CPQ guides them to the most appropriate product and package selections.

Streamline the sales process.

With guided selling, reps don’t have to dig through complex pricing and product scenarios. Instead, you can simplify the product selection process and minimize the time it takes to create a quote. Guided selling options are based on your business rules and logic, so you can guide sales reps to be meet the needs of your customers and your business.

Delight your Customers

Simplify the selling process for your sales reps and make sure they’re connecting the right products to the right customers.





Orders and Renewals

Automatically generate renewal quotes.

When renewal time comes along, Salesforce CPQ automatically generates a renewal opportunity and quote based on the previously closed and validated quotes.

Never miss a renewal.

Original quotes, add-ons, and renewal opportunities are all saved within Salesforce, eliminating the need to set up reminders and reducing the risk of missing a renewal.

Eliminate renewal errors.

Because renewal quotes are automatically generated from previously validated data, renewal orders are always accurate and on time.




Product Configurator

Easily build and update quotes.

Your sales reps can quickly create and edit quotes, changing quantities, adding discounts, and configuring the best solutions for your customers.

Focus on what’s best for each customer.

Your sales reps can configure product bundles that are perfect for each prospect and customer with simple clicks. No need to search through and compare multiple spreadsheets and systems.

Make data entry a thing of the past.

Salesforce CPQ ensures that all of your company’s quotes are accurate and complete. Since we use your Salesforce product catalog, setup is fast and easy.