Following are the challenges which they were facing:
- Setting up the CPQ: The client was using Salesforce Sales Cloud for managing new Leads, Accounts, Contacts, and Opportunities as a CRM solution, and wanted to use Salesforce CPQ for managing product price, quantity, applying the discount for the customer, and complete quote to cash solution. They were looking for someone who can configure CPQ as per the business need and customize CPQ. It enables a mindset change that can help them adapt to a system-driven Quotation process using Salesforce CPQ.
- Setting up the Pictures and Price Books: The client wanted to set up images and pricing for each product. They also wanted to set up a markup price for all products. Also, they wanted to add pictures to the product.
- Issues in Managing the Quote: The client used Excel sheets to prepare Quotes for their different products, and we’re very used to the flexibility it provided them to copy line items, put custom cell level formulas, etc. though it was error-prone and lacked standardization. Also, they wanted to set up their quote dynamically with pricing information from the quote. The approval on the discounts offered was not being tracked, thus resulting in loss of income.
We implemented the following solution to overcome the above challenges for our client
- Configured Salesforce CPQ: We configured products based on the client’s business needs. We implemented Salesforce CPQ, and delivery included highly customizable templates, validation testing, and prompts to successfully guide customers throughout the buying journey– including flagging products that should not be bought together. The Salesforce CPQ and Billing license was selected as the most viable solution to configure products, create bundles, and configure price books by setting up complex discounting rules for volume-based pricing.