Salesforce CPQ consulting for products, pricing and quotes.
When products, options and commercial terms become complex, a structured quoting process helps the team work with shared rules. Salesforce CPQ consulting covers the configuration and enhancement of the package your business uses, with attention to calculation accuracy and the steps following a quote.
Products, bundles and compatibility
We study your catalogue and how options should be offered alongside main products. Product rules can guide choices and checks, while bundle structure should reflect how you sell and deliver the solution. Before making changes, we gather representative examples and edge cases.
Pricing, discounts and approvals
Price lists, contractual terms, price rules and discounts need to produce understandable, verifiable results. We analyse the order in which rules apply and their effects on totals. Approvals are designed around agreed roles and thresholds, also checking any additional packages already in use.
From quote to operational systems
Document generation and connections to orders, contracts and other systems require consistent data. We verify the process steps within the project scope and expected behaviour for each product type. We do not assume every line follows the same path.
CPQ and Revenue Cloud: identify the product in use
Salesforce CPQ and Revenue Cloud offerings are not interchangeable names for the same implementation. Before making a proposal, we identify the actual products and licences. This page mainly covers Salesforce CPQ configuration and maintenance, without promising automatic migrations between platforms.
Questions about this service
Can you fix existing price rules?
Yes. We need calculation examples, expected results and access to the configuration to assess dependencies and impact.
Can you customise quote documents?
We can work on templates compatible with the product in use, defining fields, groups and display conditions.
Let’s start with your needs.
Tell us about the process you want to improve and your current CRM setup.
Let’s discuss your project ↗