Ultimate Guide to Ensure Salesforce CPQ Implementation Success

1. Ultimate Guide to Ensure Salesforce CPQ Implementation Success Establish Overall Objectives Understand your Sales process needs and set up measurable goals for your CPQ. Some of the KPIs, you need to consider include reduction in time spent on selling, decrease in quotation turnaround time, average increase in order value, accuracy of quote generated, increase in win-rates and renewal rates. Companies that have complex product and pricing combos, leverage CPQ software to deliver customized quotes to their customers. If implemented correctly, CPQ software enables sales reps to quote prices quickly and accurately. If you are keen to adopt Salesforce CPQ (Configure-Price-Quote) software to enhance the business opportunities, then you’re surely making a correct choice. Optimize Quote to Cash (QTC) process Implementation of the Salesforce CPQ helps you fix existing QTC process challenges (if any). You can define, optimize and document the most efficient quote generation and approval process. You can define rules to ensure that your salespersons are automatically shown the best product-specific deals to offer prospective clients. Statistics suggests that Salesforce CPQ platform enables 36% faster quote generation and results in 27% fewer invoicing errors. However, implementing Salesforce CPQ can be tricky, if you don’t have experience with the platform. Based on our experience, we’ve created guidelines implementation success. Prioritize CPQ features to ensure CPQ Since Salesforce CPQ is a very complex tool with multiple features, you need to prioritize your sales goals based on how essential they are to your business. You can implement Advanced Approval feature that automates cross-functional approval chains to improve the speed of the approval process. You can also use other features such as product Before initiating Salesforce CPQ Implementation, you need to do the following

2. Run Change Management Initiative catalogue, price book, product bundles, order management and guided selling. There may be resistance to changes in the workflow. Thus, you need a well-detailed change management plan. System Integration & data update Salesforce CPQ Implementation – How to get it right CPQ runs on data sourced from different systems. So, you need to identify what data is needed for the CPQ process and where it should be sourced from. It is recommended to clean up data before CPQ implementation for accuracy and consistency. For CPQ implementation, you need to have access to the CPQ package to the developer login. For this,  You can purchase CPQ login from Salesforce team and ask them to integrate it to your developer login. You can download the appropriate package for installation and download and integrate for our desired user login. 

3. Step to Integrate Salesforce CPQ to Developer Login Once you create Salesforce Developer Account, you need to use the given below link to download the Salesforce package: https://steelbrick2.force.com/apex/installPremium The downloaded package can be installed either in Production or SandBox. Give permission to the users and install Salesforce customizations. Wait for 20-30 minutes to complete the installation process. CPQ with required Configuration settings for Salesforce CPQ to the Developer login Once CPQ package is installed, you need to review the objects and features. Few objects and fields are default and standard for CPQ layout. These objects and fields are used to develop the configuration, pricing & quoting of the products. Configure CPQ Page Layout to Profile CPQ Page Layout must be assigned to a profile. For instance, System Admin Profile. For this, How can we help you? Login to Salesforce- >Setup-> Locate “Profiles” in the Quick Find Search box-> Administrator”- >Edit->Page Click View Assignment->Edit Assignment->Select “CPQ Opportunity Layout”->Save. If you want to decrease errors in price quotes and also want to ensure customers get accurate branded proposals, then you should feel free to contact Kcloud Technologies. We harbour team of seasoned Salesforce CPQ Experts who can help in designing and implementation ofquote-to-cash CRM platform that works smoothly for your business. Select Layout->Account-> “System Add Users to the Salesforce CPQ Package Installed Source : https://www.kcloudtechnologies.com/ultimate-guide- to-ensure-salesforce-cpq-implementation-success/ Login to the Salesforce → Go to “Setup” → In the Quick Find Search For “Installed Packages” → Click on “Manage Licenses” → Click on “Add Users” → Select the required Users From “Available Users” Section → Add.