Salesforce CPQ Implementation Services - Cyntexa
 
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Features of Salesforce CPQ

Make way for more opportunities


Close 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.

Pricing and Quoting Setup

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.

Pricing and Quoting Setup
Guided Selling
Guided Selling

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.

Proposals and Contracts

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.

Product Bundles Configuration

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.
Product Bundles Configuration
Streamline Revenue Recognition
Streamline Revenue Recognition

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.

Subscription Billing

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.

Salesfroce CPQ Integration

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.

Salesfroce CPQ Integration

Our Process

We not only help you boost Sales;

We help you boost your brand.

listen

LISTEN


STEP 1

We do not listen to answer but to understand.

We connect you with our experts who try to understand your business requirements and challenges that you are facing with your current implementation by asking relevant questions.

suggest

SUGGEST


STEP 2

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

We provide the best solution to your complex business challenges by considering what is right for the business and its customers instead of what we think is right. This is a real definition of digital transformation for us.

implement

IMPLEMENT


STEP 3

We are not your vendors but your success partners.

We believe in working together rather than for anyone because we all know together we always achieve more. Hence we act as your partners who are responsible for making you and your business successful with the implementation.

iterate

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.

Salesforce CPQ Dashboard

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 services, customization, and development which is clearly justified by the numbers mentioned below.

4+

Salesforce Certified CPQ Consultants

15+

Industry Specialization

20+

Salesforce CPQ Implementation Projects

Industries we serve

Real Estate Industry

Real Estate

Now get more time and resources to build the world a better place using Salesforce CPQ.

Education Industry

Education

Facilitate learning, knowledge, and skills to your students in a more efficient way using Salesforce CPQ.

Financial Services Industry

Financial Services

Reach out to more clients and efficiently provide them financial stability using Salesforce CPQ.

Insurance Industry

Insurance

Now protect your clients, generate new leads and provide better customer service using the Salesforce CPQ.

HealthCare Industry

Health Care

Manage and optimize various tasks to provide a seamless experience to your patients. Now cure better using Salesforce CPQ.

Marketing Industry

Marketing

Create a brand and take it to the next level by reaching out more using Salesforce CPQ.

Communication Industry

Communication

Reach out to your clients in a more effective and efficient way by using Salesforce CPQ

Compliance Industry

Compliance

Manage even the small details about your potential clients easily and work with them closely using Salesforce CPQ.

Non Profit Industry

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 Industry

Computer software

Now protect your clients, generate new leads and provide better customer service using the Salesforce CPQ.

E-commerce Industry

E-commerce

Now manage all of your sales and its data efficiently using Salesforce CPQ and take your business to new heights

Professional Service Industry

Professional Services

Reach out to more clients and efficiently provide your exceptional services using Salesforce CPQ.

Our Portfolio

Awesome
Reviews & Comments

 Kritstin Harris

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.

starstarstarstarstar

Kristin Harris

Project and Process Development Manager

Abstrakt Marketing Group

John

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.

starstarstarstarstar

Idea Center

Devin Bostick

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.

starstarstarstarstar

Devin Bostick

CEO

LuckyTruck

Kritstin Harris

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.

starstarstarstarstar

Kristin Harris

Project and Process Development Manager

Abstrakt Marketing Group

Bryant Lau

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.

starstarstarstarstar

Bryant Lau

Founder

Funnel Guage

Anil Jogani

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.

starstarstarstarstar

Anil Jogani

Sr. Director Field Operations

MetricStream

Let's Discuss Your Project

The gateway to your success is just a call away

Frequently
Asked Questions


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


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.


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.


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.


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.


  • 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

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.


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.


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.


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.


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.


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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