At Quickturn Digital, our Salesforce CPQ implementation process involves a step-by-step approach. Implementing Salesforce CPQ (Configure, Price, Quote) can transform your sales process, helping you streamline quoting, reduce errors, and close deals faster. Here’s how a typical implementation process unfolds, tailored to meet the needs of your business.

1. Discovery, Ideation, and Requirements Gathering (In 1 Week)

In the first phase, we collaborate closely with your key stakeholders to understand the intricacies of your business and sales processes. This stage involves:

– Identifying business goals

– Defining CPQ requirements

– Gathering detailed data about your current quoting process and product catalog

Our goal is to build a clear roadmap for the Salesforce CPQ solution that aligns with your specific needs ensuring that the solution will ultimately deliver the most value in accordance with your strategic objectives.

2. Solution Design, POC, and Implementation Plan (In 1 Week)

Once we understand your requirements, we move into solution design. This involves developing a proof of concept (POC) to validate assumptions, creating a detailed implementation plan, and ensuring that your business processes will be streamlined with Salesforce CPQ. This phase includes:

– Defining product rules, pricing logic, and approval workflows

– Customizing the solution to align with your business models

– Planning for system integrations with other Salesforce clouds or third-party systems

We ensure the design meets all technical and operational needs before moving forward.

3. Build, Test, and Go Live (In 8 to 12 Weeks)

With the solution design in place, we begin the configuration and development of your Salesforce CPQ instance. This phase is where we bring the plan to life:

– Building CPQ configurations based on the approved design

– Testing for any edge cases to ensure smooth operations

– Conducting user training to familiarize your team with the new system

The testing and build phase typically takes 8-12 weeks, depending on the complexity of the system and specific requirements. Upon final validation, we move to a seamless go-live process.

4. Post Go Live Support (1 to 2 Weeks)

After your CPQ solution is live, we stay engaged to ensure a smooth transition. Post-launch support includes:

– Monitoring performance

– Addressing any issues or adjustments

– Providing ongoing training to ensure user adoption

This ensures your sales team is fully equipped to utilize the new system to its fullest potential.

Schedule a Call for a Walkthrough of Our Salesforce CPQ Implementation Process

With our streamlined approach to Salesforce CPQ implementation, we ensure that your system is up and running in just 10 to 14 weeks, from initial inquiry to go-live support. This efficient process is designed to minimize disruption and maximize your return on investment in Salesforce.