ITechWize | IT Consulting, ERP & CRM Services

CPQ Setup and Configuration

The client needed a comprehensive system to

Product Configuration:Manage a comprehensive product catalog with variations, configurations, and process workflows.
Pricing and Discounts:Implement a dynamic pricing structure with customizable discounts based on corporate agreements, bundled packages, and government schemes.
Quote Generation:Facilitate efficient quote creation based on product selections and applied discounts.
Approval Processes:Define clear and streamlined approval workflows with designated approvers.
CRM Integration:Integrate CPQ functionality seamlessly with the existing Salesforce CRM system.
User Access Control:Implement robust security measures to restrict data access based on user roles and permissions.
Enhanced User Interface:Improve data input and cart customization through screen enhancements and automation.

TechWize delivered a tailored CPQ solution leveraging Salesforce CPQ and Vlocity

Product Catalog:Established a comprehensive product catalog encompassing product variations, configurations, and process workflows.

Pricing and Discounts:Implemented a flexible pricing structure with customizable discounts based on various criteria.

Quote Generation:Enabled efficient quote creation with accurate pricing and discount application.

Approval Workflows:Defined and configured approval processes with designated approvers for streamlined quote approval.

CRM-CPQ Integration:Seamlessly integrated CPQ functionality with the existing Salesforce CRM system for unified data management.

Security Configuration:Implemented granular access control through Salesforce's security mechanisms, ensuring data visibility based on user roles and permissions.

UI Enhancements:Optimized data input screens and automated cart customization functionalities for improved user experience and efficiency.

The client was able to get the following results –

The implemented CPQ solution provided significant benefits

Streamlined Sales Process:Simplified product configuration, pricing, and quote generation, leading to faster sales cycles.
Improved Accuracy:Reduced errors and inconsistencies through automated calculations and discount applications.
Enhanced User Experience:Streamlined data input, automated cart customization, and clear approval processes contributed to a more user-friendly experience for sales teams and customers.
Increased Efficiency:Automation and streamlined workflows significantly improved quote generation and approval times.