Salesforce CPQ QuickStart Package

Salesforce CPQ QuickStart Package
$6,400 Timeline: Approximately 4-6 Weeks
Key Benefits
  • Generate a comprehensive 360-degree view of your customer's data across your company
  • Drive automation on time-consuming tasks and take the burden off your team's shoulders
  • Improved analytical data and reporting
Discovery Session
  • Business Process Review Sessions Reviewing the Business Process and Requirements for Creating a Functional and Technical Blueprint for a Business
  • Configure Sales Cloud Environment (As Applicable)
  • Lead and Account Setup and Customization
  • Configure Lead-To-Opportunity Business Process (Lead Management, Account & Contact Management, and Opportunity Management)
  • Core CPQ System Configuration
  • Setting up 10 Reports and 2 Dashboards
Data Import
  • Data Import for Leads, Accounts, Contacts, and Products with a Predefined CSV Format
Training (Up to 8 hrs)
  • Teach Key Concepts - Salesforce's Data Management Efficiency or Creating, Finding, and Updating Records
Key Resources
  • ScrumMaster
  • Salesforce Developer & Consultant
  • Customer Engagement Manager
* configuration partial and indicative


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