Configure quotes to seal the deal

We show you how we configured your hardest bundles and quoting rules and help you configure the rest.

Sometimes companies need a slick quoting tool that helps the sales team configure error-free quoting. If you have a complex product master listing, multiple dependencies to products and/or subscription-based products, then Salesforce CPQ may be the answer. CPQ configuration differs from most Salesforce products in that Salesforce data records configure the tool rather than Salesforce metadata. So even if you are a whizz at Salesforce configuration, and have obtained your Salesforce (Advanced) Administrator certification you are going to need guidance on best practice CPQ configuration.

Salesforce CPQ & Billing Demo

Tap to unmute

How it works for you

Through a series of workshops, we show you how we configured your hardest bundles and quoting rules and help you configure the rest. The goal of the project is to enable you to configure your own quotes with bundles, product and price rules, and can produce an eye-catching, beautiful quote to send to your prospects.

Ready to let us help you?

With a great CRM solution in place, customer focus will be at the centre of everything your business does. We can help you transform your business.

Here is what our clients say

5

We found that contact from the team was prompt and purposeful with communication made via email, phone and digital meetings delivered outcomes that exceeded expectations.

Why Fullcrm?

We understand that to be successful, your business must prospect, acquire and nurture relationships to ultimately meet the needs of the end customer and win sales.

This is where our tailored Sales Cloud CRM service can help you evolve and improve your entire operation.

How Fullcrm works with you

At Fullcrm, we’re about three core services:

  1. A great solution has 4 pillars:
    • System
    • People
    • Process
    • Data

We align all four to produce an effective CPQ solution.

  1. Configure CPQ specifically to your business to leverage its benefits. This includes continual updates and improvements which you automatically receive as part of your subscription.

  2. With a workshop-style approach, we train your team to be self-sufficient post implementation.

This is why we work closely together with you to ensure that your systems, people, processes and data perfectly match your business and provide the solution you need.

Let’s discuss solutions

Want to talk about your business’ needs? Or have any further questions?

That’s great, as we’d love to help you.