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5 Best Practices of Implementing Salesforce CPQ

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Phani Madhav Chegu,

May 18, 2023


5 Best Practices of Implementing Salesforce CPQ

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Rick is the IT manager of a large manufacturer of industrial castings, based in Milwaukee, Wisconsin, USA. Recently, his company embarked on an implementation of Salesforce CPQ to streamline its Quote-to-Contract (Q2C) cycle and maximize its sales revenues. Unfortunately, the organization didn’t come up with a robust plan to manage the changes in processes resulting from the implementation leading to its failure. Rick was in big trouble.

Neil is in-charge of the IT department of a well-known manufacturer of components used in the shipbuilding industry. A few months ago, the organization kickstarted the implementation of Salesforce CPQ. However, the company accorded a low priority to the development of an effective strategy to utilize data effectively. This resulted in data of poor quality entering the system, and the company had to spend a lot of money and time to rectify the problem. Niel had to shoulder the entire blame.

Do these stories sound familiar? How can organizations implement Salesforce CPQ with high efficacy? Among various other factors, they need to focus properly on 5 major aspects. Check out this interesting post to know what they are and how they help implement the novel Salesforce solution effectively.

5 Best Practices of Implementing Salesforce CPQ

Thus, by following the best practices listed above, you can make optimal use of Salesforce CPQ. At Solunus, we work with you to enable you to harness the immense potential of the solution to manage quoting cycles and boost selling efficiency. Our experienced team of Salesforce CPQ professionals leverage their rich expertise to develop the perfect solution to your unique Q2O needs.

Hope you enjoyed the infographic. How do you use Salesforce CPQ? We’d love to hear from you.

About Solunus

Solunus is a leading Salesforce consulting company, based in Dallas, TX, USA. Our proven ‘needs-first’ approach coupled with our unrivaled expertise of the Salesforce platform enables us to provide the perfect solution to help you deliver delightful services to customers and achieve rapid growth.