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Make way for more opportunitiesClose complex deals faster with a structured and scalable sales process through
Salesforce CPQ Implementation

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Make Way for New PossibilitiesClose complex deals faster with a structured and scalable sales process through
Salesforce CPQ Implementation

Create a personalized experience for your sales team by helping them quickly and accurately generate quotes and prices for an order using Salesforce CPQ

Being Salesforce CPQ Consultants, Cyntexa offers CPQ implementation and customization services to build an application that can help you reduce the time taken to generate a sales quote hence increase the ROI.

We also provide Salesforce CPQ integration services with Salesforce Billing that provides billing services with the invoicing, payment, and revenue recognition for the order.

How Salesforce CPQ implementation can help you generate quotes faster with minimal errors?

  • Helps sell the right product combinations
  • Controls the discounting on your products
  • Automated approvals for a faster service
  • Gives companies control and visibility over deals and products
  • Enables launch of new revenue models

Our Offerings

Being Salesforce CPQ Specialists, we customize your work with our in-depth knowledge and expertise to help you manage your time as well as sales with CPQ implementation.
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Pricing and Quoting Setup

At Cyntexa, we setup Pricing and Quoting that helps businesses sell their products at a full list price to their customers. They can also offer special pricing, bundle pricing, or volume pricing to their customers. It helps companies handle volume discounts, total subscriptions, pre-negotiated contract pricing, and partner pricing. It ensures that the pricing is optimized and accurate.

We set up the Quote generation process which allows the sales reps to create a quote, send it through emails, and include their e-signatures while closing the deals. It automatically checks on the configured products and pricing and ties the whole process together to ensure consistency in the work.

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Guided Selling

Guided Selling with Salesforce CPQ implementation helps users easily sort through a large product catalog to find what they’re looking for. It provides a list of targeted questions that help the users navigate through the product catalog. Once the users answer the questions, it presents all the products that match their criteria.

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Proposals and Contracts

Salesforce CPQ Implementation helps you create professional and branded proposals for your products. It provides customizable templates to match the branding standards of a company. Proposals and contracts can be generated with ease through the software that facilitates integration with your choice of e-signature applications.

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Product Bundles Configuration

We offer to configure the product bundles that help assess the products that the customers want to buy as well as products that the customers might need but they do not realize yet. The users can create a selection of bundle alternatives depending on their requirements. Three areas allow users to group products sold together, work for reduced errors, and provide an accurate complete service. These include:
Static bundles- bundles that gather necessary products together to minimize errors while creating quotes.
Configurable bundles- bundles that make recommendations based on the customer’s preferences. These bundles work well with alternatives as they customize the work for the customers.
Nested bundles- bundles that include other bundles within them. These bundles can be seen as an amalgamation of different bundles within the main bundle.

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Streamline Revenue Recognition

With the implementation of Salesforce CPQ, you can use standardized methods for recording revenue. This helps to monitor funds, determine budgets, assess tax liability, and provide a larger picture of the financial conditions of the organizations. Revenue recognition makes the process more transparent for companies and provides a template that can be followed for addressing doubts about the revenue. It provides an overall report on the companies quotes, orders, invoices, and payments for efficient functioning.

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Subscription Billing

We set up Subscription Billing while implementing Salesforce CPQ which provides an easy way of generating subscriptions and renewals for your services. This ensures that businesses can build better relationships with their clients and gain better access to the analytics data. Subscription billing gives users the ability to manage subscription operations by automating the collection of subscription payments.

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Salesforce CPQ Integration

We offer integration of Salesforce CPQ with other third-party applications like SteelBrick and Apptus B2B business software platforms to suit the needs of your business.

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Our Offerings

Being Salesforce CPQ Specialists, we customize your work with our in-depth knowledge and expertise to help you manage your time as well as sales with CPQ implementation.
https://cyntexa.com/wp-content/uploads/2020/05/Pricing-and-Quoting-Green-320x320.png

Pricing and Quoting

At Cyntexa, we setup Pricing and Quoting that helps businesses sell their products at a full list price to their customers. They can also offer special pricing, bundle pricing, or volume pricing to their customers. It helps companies handle volume discounts, total subscriptions, pre-negotiated contract pricing, and partner pricing. It ensures that the pricing is optimized and accurate.

We set up the Quote generation process which allows the sales reps to create a quote, send it through emails, and include their e-signatures while closing the deals. It automatically checks on the configured products and pricing and ties the whole process together to ensure consistency in the work.

https://cyntexa.com/wp-content/uploads/2020/05/Guided-Seling-green-320x320.png

Guided Selling

Guided Selling with Salesforce CPQ implementation helps users easily sort through a large product catalogue to find what they’re looking for. It provides a list of targeted questions that help the users navigate through the product catalogue. Once the users answer the questions, it presents all the products that match their criteria.

https://cyntexa.com/wp-content/uploads/2020/05/Product-Bundlle-Green-320x320.png

Product Bundles

We offer to configure the product bundles that help assess the products that the customers want to buy as well as products that the customers might need but they do not realize yet. The users can create a selection of bundle alternatives depending on their requirements. Three areas allow users to group products sold together, work for reduced errors, and provide an accurate complete service. These include:
Static bundles- bundles that gather necessary products together to minimize errors while creating quotes.
Configurable bundles- bundles that make recommendations based on the customer’s preferences. These bundles work well with alternatives as they customize the work for the customers.
Nested bundles- bundles that include other bundles within them. These bundles can be seen as an amalgamation of different bundles within the main bundle.

https://cyntexa.com/wp-content/uploads/2020/05/Proposals-and-Contracts-Green-320x320.png

Proposals and Contracts

Salesforce CPQ Implementation helps you create professional and branded proposals for your products. It provides customizable templates to match the branding standards of a company. Proposals and contracts can be generated with ease through the software that facilitates integration with your choice of e-signature applications. 

https://cyntexa.com/wp-content/uploads/2020/05/Subscription-Billing-Green-320x320.png

Subscription Billing

We set up Subscription Billing while implementing Salesforce CPQ which provides an easy way of generating subscriptions and renewals for your services. This ensures that businesses can build better relationships with their clients and gain better access to the analytics data. Subscription billing gives users the ability to manage subscription operations by automating the collection of subscription payments.

https://cyntexa.com/wp-content/uploads/2020/05/Streamline-Revenue-Recognition-320x320.png

Streamline Revenue Recognition

With the Salesforce Sales Cloud campaign setup, you can manage your outbound marketing campaigns and can get a clear insight into the effectiveness of the marketing efforts that you are putting in.You can group your campaigns with one another by setting up campaign hierarchies, add members in your campaigns and track the status of each member while they go through different campaign stages.
https://cyntexa.com/wp-content/uploads/2020/05/3rd-Party-Int-320x320.png

Salesforce CPQ Integration

We offer integration of Salesforce CPQ with other third-party applications like SteelBrick and Apptus B2B business software platforms to suit the needs of your business.

Our Process

We not only help you boost sales;
We help you boost your brand.

LISTEN

STEP 1
We do not listen to answer but to understand.

We gather the necessary details for your CPQ implementation with the configuration requirements. Our Salesforce CPQ specialists design your Sales process look upon a comprehensive checklist and guidance notes are prepared.

SUGGEST

STEP 2
We believe in not only solving the problem but also the cause of it.

We analyze the feedback on the work and structure a Blueprint CPQ for your products and services. Our CPQ specialists design your structure for ease of use by the sales team and simple maintenance by the administrators.

IMPLEMENT

STEP 3
We are not your vendors but your success partners.

We gather all the input from the data sourced and your team’s feedback to recommend an implementation that is built around your needs, desired timeline and budget.

ITERATE

STEP 4
Your dream becoming reality makes us happy.

We strive for continuous improvement instead of perfection. Hence we listen to your feedback and according to that, we focus on making improvements continuously within each milestone, sprint, and release.
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What makes us
different from others?

We believe that the way you define yourself is the way the world perceives you. Hence we define ourselves as the innovative leaders when it comes to Salesforce CPQ implementation, customization, and development which is clearly justified by the numbers mentioned below.

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Salesforce Certified CPQ Consultants
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Industry Specialization
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Salesforce CPQ Implementation Projects

Industries we serve

Real Estate
Now get more time and resources to build the world a better place using Salesforce CPQ.
Education
Facilitate learning, knowledge, and skills to your students in a more efficient way using Salesforce CPQ.
Financial Services
Reach out to more clients and efficiently provide them financial stability using Salesforce CPQ.
Insurance
Now protect your clients, generate new leads and provide better customer service using the Salesforce CPQ.
Health Care
Manage and optimize various tasks to provide a seamless experience to your patients. Now cure better using Salesforce CPQ.
Marketing
Create a brand and take it to the next level by reaching out more using Salesforce CPQ.
Communication
Reach out to your clients in a more effective and efficient way by using Salesforce CPQ
Compliance
Manage even the small details about your potential clients easily and work with them closely using Salesforce CPQ.
Non-Profit
Now get more time and resources to make the world a better place as Salesforce CPQ eases the burden on your shoulders.
Computer software
Now protect your clients, generate new leads and provide better customer service using the Salesforce CPQ.
E-commerce
Now manage all of your sales and its data efficiently using Salesforce CPQ and take your business to new heights
Professional Services
Reach out to more clients and efficiently provide your exceptional services using Salesforce CPQ.

Our Portfolio

Awesome
Reviews & Comments

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Quick and Effective Service!
Cyntexa is a high touch and results-oriented partner that executed a project quickly and with solid initiative. They hit our timeline, budget, and delivery objectives. Additionally, they were high touched and genuinely cared about the quality of our work (on our slack channel, hoping on early and late calls as needed). I would use them again.

Devin Bostick
CEO
LuckyTruck

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Expert Team!
Cyntexa has continuously demonstrated a high-level of Salesforce expertise and a willingness to go beyond what is necessary to ensure the project is a success.

Bryant Lau
Founder
Funnel Guage

AccoLend
The best experience & support!
The implementation of Salesforce at Accolend has been incredible. Cyntexa helped us to identify and relieve our biggest organizational pain points around the ways we were collecting, storing, and analyzing data, and worked with us to build the solution to our problems. Now we can take actions and shorten our delivery time. Since all The Cyntexa team members were skilled and worked fast, we enjoyed working with them and trusted their input. This is helpful for our Customers because they now have a deeper pool of experts to rely on.

Boris Grinberg
Managing Partner
AccoLend

MetricStream
Excellent, hard-working team!
I have nothing but praise for this team. I had a need to find a qualified person to do custom Salesforce Forecasting & Sales Insights for our Organization. Not only did they accomplish the goal but the team has a certified Salesforce expert that exceeded my expectations. The developer implemented the algorithms & formulas to my specífications, wrote test classes and provided documentation in a very timely and highly professional and friendly manner. Cyntexa has an excellent team of Salesforce developers who are hard-working and dedicated.

Anil Jogani
Sr. Director Field Operations
MetricStream

Abstrakt Marketing Group
Quality & Quick Project Delivery!
Very thorough when reviewing project requirements turns around quality work very quickly. Will definitely work with again. Great work, the project went very smoothly. Helped us take all of our data which was in multiple excel spreadsheets helped us load and integrate data and Customize and create fields in Salesforce.

Kristin Harris
Project and Process Development Manager
Abstrakt Marketing Group

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Top Team!
Cyntexa is hyper-communicative, fast and does a thorough job. Cyntexa was helpful in creating a strategy for our client and worked seamlessly as a part of our team to ensure successful project delivery and launch.

Idea Center

Let’s Discuss Your Project

The gateway to your success is just a call away.

Frequently
Asked Questions

What is Salesforce CPQ?

Salesforce CPQ (Configure Price Quote) is a sales tool that enables faster and accurate quote generation with fewer invoicing errors for orders.

Why is CPQ important?

CPQ allows the storage of data in a cloud and the data can be accessed and managed from anywhere. It can be used to align the sales process and sales channels as well as implement company policies as well as security rules. CPQ provides you with better integration options to ensure a smooth and error-free data flow. It uses modern UI Design Concepts that create better interactions, shorter sales cycles, fewer interruptions, and better user experience.

How much does Salesforce CPQ cost?

Salesforce CPQ (Configure, Price, Quote) comes at the starting price of $75 per month. The advanced version CPQ+ comes at the price of $150 per month. The price stands for usage for one user.

What does CPQ stand for?

CPQ stands for configure, price, quote. It works as a sales tool for Salesforce and provides accurate prices and quotes for any product configuration scenario.

Who uses CPQ?

A number of high-end companies use Salesforce CPQ for their sales processes. These include Elastic, Red Hat, General Electric, Fortive Corporation, Elemental Technologies, 7Summits, etc.

Why do I need CPQ?

CPQ helps you minimize errors in your proposal by providing accuracy in pricing and quoting. It provides an automated list of your products and updated prices for the customers so that they can make decisions faster and conveniently. It automates the billing process that prevents errors and extra work on the part of the employees. CPQ also facilitates contracted pricing and automated subscriptions that work well for businesses and speeds up the sales process.

How does Salesforce CPQ work?

Salesforce CPQ software helps in creating quotes for your products with consistent pricing, including available discounts, and tie the whole process together to ensure consistency.

Is CPQ a part of CRM?

CPQ is not a part of CRM but CPQ applications often work with CRM platforms to ensure data accuracy and data integration. The integration of CPQ solutions with CRM can benefit the systems by creating a more holistic, effective, and profitable selling environment for the sales team. It would ensure higher customer satisfaction, shorter sales cycles, central data catalogue, reporting of insights, reduced costs, fewer errors, brand consistency, better deals, and better sales Pipeline visibility.

How Salesforce CPQ can change the way you serve your customers?
  • Consistent pricing and discounting control
  • Advanced discounting and approval workflows
  • Average increase in order value
  • Accuracy in generating quotes
  • Increase in win-rates and renewal rates
  • Decrease in quotation turnaround time
What does Salesforce CPQ allow you to do?

Salesforce CPQ allows businesses to configure their offerings based on the needs of the customers; it allows them to create quotes with accurate pricing with discounts and other benefits and creates quotes alongside an appropriate proposal for the clients.

What is CPQ Cloud?

CPQ Cloud allows storage of data in a cloud, making it more accessible. It makes the sales process faster, more secure, up to date, and efficient. Businesses that contain multiple products and services benefit from CPQ Cloud as it helps them configure their business solutions easily.

What are the Salesforce CPQ pricing methods for products?

Salesforce provides the following pricing methods for customized pricing and discounts on products:

  • Block pricing
  • Cost-and-markup pricing
  • Batch pricing
  • Contracted pricing
  • Custom Product Pricing

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