Salesforce CPQ
Start Package
Essential
from
by request
Effortless Start-Up Solution
- Get clean setup of Products (up to 20) and Bundles (up to 5);
- You can simpy apply basic discounts;
- Enforce Approval rules using standard Salesforce Approvals;
- Ready-to-use email templates (up to 3);
- You can create Quotes with ease using new Quote Template;
- Admin and User Training.
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Growth Start
from
by request
Precision-Packed B2B Excellence
- All features from Essential;
- Enforce error-free Product Setup utilizing Validation and Constraint Rules;
- Search product faster with Guided Selling;
- Use Contracted Pricing, Partner Discount with DIscount Schedules to accommodate complex discounting;
- Work easily with customers from different countries with multicurrency setup (up to 3);
- Use dynamic Quote Templates (up to 3) for adapting Quote on fly for each customer;
- Don’t miss any opportunities with Contract Renewal process;
- Upsell easily with Amendmend process.
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Ultimate Start
from
by request
Efficiency-Driven B2B Transformation
- All features from Growth Start;
- Get your products together faster with Automated Selection Rules;
- Search products easily with Search Filters (up to 5);
- Manage different type of clients worldwide with up to 20 Price Books and up to 5 currencies;
- Tailor down your Quote PDF with dynamic Term Conditions;
- Get approvals faster with parallel approving using CPQ Advanced Approvals;
- Uplift your renewals with Auto Renewal automation;
- Manage your orders with Order Management.
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Simple and Sustainable
Pricing
Features
Essential
4-6 weeks
Growth Start
5-8 weeks
Ultimate Start
7-12 weeks
Discovery and Design
- Discovery Interviews
- Design Documentation
- Discovery Interviews
- Design Documentation
- Discovery Interviews
- Design Documentation
Development and Configuration
- Products Setup and Configuration
- Bundles
- Options
- Pricebooks (one currency)
- Discounting Requirements
- Setup Standard Salesforce Approval Process
- Email Templates
- Output Documents
- Products Setup and Configuration
- Bundles
- Options
- Validation and Constraint Rules
- Guided Selling and product selection process
- Price books
- Currencies
- Discounting Requirements
- Contracted Pricing, Partner Discount, Discount Schedule
- Approval Matrix / Rules / Process
- Email Templates
- Setup Standard Salesforce Approval Process
- Output Documents
- Conditional content and columns
- Renewals
- Amendments
- Products Setup and Configuration
- Bundles
- Options
- Automated Selection Rules
- Validation and Constraint Rules
- Search filter complexity
- Guided Selling and product selection process
- Pricebooks
- Currencies
- Discounting Requirements
- Contracted Pricing, Partner Discount, Discount Schedule
- Output Documents
- Conditional content and columns
- Quote Term Logic
- Approval Matrix / Rules / Process
- Email Templates
- Advanced Approvals
- Renewals
- Amendments
- Order Management
Adoption
- Admin training
- User training
- Admin training
- User training
- Admin training
- User training
Data migration
- Products - up to 1000 (only one-time)
- Pricebook Entries - for up to 5 Pricebook one currency
- Products - up to 1500 (including subscription)
- Pricebook Entries - for up to 10 Pricebook and up to 3 Currency
- Products - up to 3000 (including subscription)
- Pricebook Entries - for up to 20 Pricebook for up to 5 Currency
Post-Go-Live
- Support
- Support
- Support
* Total effort related to management items boundaries
- Bundles (up to 5)
- Products, including product options (up to 20)
- Setup Pricebooks (1)
- Email Templates(up to 3)
- Price Rules (up to 3)
- Quote Template (1)
- Bundles (up to 10)
- Products including product options (up to 50)
- Setup Pricebooks (up to 3)
- Email Templates(up to 5)
- Price Rules (up to 5)
- Product Rules (up to 3)
- Approval Rules (up to 5)
- Quote Template (up to 3)
- Discount Schedules (up to 5)
- Bundles (up to 15)
- Products including product options (up to 80)
- Setup Pricebooks (up to 5)
- Search Filters (up to 5)
- Email Templates(up to 8)
- Price Rules (up to 10)
- Product Rules (up to 5)
- Approval Rules (up to 10)
- Quote Template (up to 5)
- Discount Schedules (up to 10)
Addons
e-Signature
e-Signature
e-Signature
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Salesforce CPQ
Quick Start Benefits
Rapid Implementation: Salesforce CPQ Quick Start enables businesses to get up and running faster than traditional implementations by accelerating the implementation process.
Pre-Configured Templates: Quick Start comes with pre-configured CPQ templates and best practices that can be tailored to fit your specific business needs. This reduces the need for extensive custom development and simplifies the setup process.
Reduced Complexity: Quick Start simplifies CPQ implementation by providing a guided setup process and pre-defined workflows. This can be especially beneficial for organizations with limited technical resources or expertise in CPQ.
Improved Sales Efficiency: With Salesforce CPQ, sales teams can generate accurate quotes and proposals quickly, reducing manual data entry and calculation time. This can lead to improved sales efficiency and higher win rates.
Pricing and Discounting Control: Quick Start allows businesses to define pricing rules, discount structures, and approval processes, ensuring that sales teams adhere to pricing policies and maintain profitability.
Enhanced Quote Accuracy: With CPQ, quotes are generated with accurate product configurations and pricing, reducing errors and ensuring that customers receive consistent and reliable quotes.
Scalability: Salesforce CPQ is built on the Salesforce platform, which is highly scalable and can grow with your business. Quick Start lays the foundation for future growth and customization, adapting to your evolving business needs.
Integration Capabilities: Salesforce CPQ can be seamlessly integrated with other Salesforce products and third-party applications, enabling a unified and connected sales ecosystem.
Analytics and Reporting: Quick Start provides reporting and analytics tools that allow businesses to gain insights into their sales processes, track performance, and make data-driven decisions.
Customer Satisfaction: By providing accurate and timely quotes, Salesforce CPQ can enhance the overall customer experience, leading to increased customer satisfaction and loyalty.
Quick Start Stages
1. The First Call
We get to know all the stakeholders, requirements, and deadlines and schedule meetings to prepare the Statement of Work (SOW) — the duration is approximately 60 minutes.
2. The Discovery Call
We will clarify your goals and show you the list of possible solutions—the duration is approximately two meetings, 120 minutes each.
3. Your Salesforce Platform Development and Configuration Review
Together, we will review the functionality of your brand-new system, guide you through the user interface, and make any necessary adjustments. We will conduct these sessions weekly to ensure a smooth and optimized experience.
4. Preparation for Data Migration and the Migration Itself
We offer ready-to-use templates, guidelines and assist in building data mapping. Your task is to follow the provided directions. The duration may vary depending on the volume of data.
5. The Training
We train all stakeholders to use the system correctly — the duration is approximately 120-180 minutes.
6. User Acceptance Testing
We collaborate closely with your team to double-check and thoroughly test the system, ensuring it aligns with your requirements and operates smoothly. We guarantee that the system runs appropriately and meets your expectations.
7. Post Go-Live Support
We are committed to promptly resolving any issues that arise during the initial weeks after the release. Our dedicated support team is here to assist you, ensuring a smooth transition and helping you gain confidence in the software's reliability.
FAQs
What are the Most Popular Quick Start Packages?
We frequently configure Sales Cloud and Service Cloud within Salesforce Customer 360 Platform setup, as they are vital for various businesses. Salesforce Lightning helps you customize and enhance these components, delivering a flexible and more productive user interface.
Why Should We Choose Redtag for Quick Start Implementation?
Redtag has a lot of experience helping companies start with Salesforce quickly. We leverage pre-built templates to simplify the process and make it affordable and straightforward. You work with the same team members throughout the project and may be confident we assign the right talents to tackle your problems.
What’s In The Package?
The Quick Start service assists you with a smooth Salesforce (varies with your Salesforce Cloud Technology) adoption and implementation, preserving all your existing data migrated over. You can rely on a dedicated consultant and a QA team to ensure your success. We conduct regular meetings to discuss progress, user testing and acceptance, and training to ensure all stakeholders use Salesforce effectively. Let’s go through our Salesforce Quick Start guide to make it clear.
Quick Start Advantages
Salesforce Quick Start service assists you in adopting and implementing Salesforce smoothly (varies based on your Salesforce Cloud Technology). It ensures the preservation of all your existing data during migration. We conduct regular meetings to discuss progress, user testing, acceptance, and training, guaranteeing effective utilization of Salesforce by stakeholders.
What’s Not Included?
The Quick Start implementations are primarily designed to provide a time-limited and service-limited out-of-the-box solution that caters to the specific requirements of each business and serves as a sufficient starting point for Salesforce. However, it's important to note that certain items may be excluded from the defined scope of work.
- Custom integrations;
- Payment processing;
- Marketing automation;
- Middleware configuration;
- Tailored mobile solutions;
- Third-party storage services integration.
Pricing
Your final price varies with the selected Salesforce Quick Start Packages and your requirements.
Our offices
🇺🇸 Chicago, IL
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Chicago, IL 60654
+1 (312) 885 95 87
🇺🇦 Lviv, UA
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Lviv, 79024, Ukraine
+38 (063) 041 48 99
