Streamline Quote-to-Cash using Salesforce CPQ
Manage your customer life-cycle. Reduce your financial risk and compliance burden.
With ERP integration, seamlessly link Sales, Delivery, Operations & Finance.
Manage your customer life-cycle. Reduce your financial risk and compliance burden.
With ERP integration, seamlessly link Sales, Delivery, Operations & Finance.
Salesforce certified personnel with experience working on all aspects of the implementation. Salesforce Architect ensures that the ideal architecture gets implemented.
Best practices recommended and employed based on years of implementing projects with varying complexities.
Your satisfaction is our only mantra. A Senior PM shall drive requirements gathering to analysis, design, to-be process flow, planning, implementation, unit testing, UAT, training and go live.
Increase sales force productivity and revenue.
Deliver quick and accurately priced Quotes, Proposals and Contracts.
Unify Sales and Finance with integrated Quoting, Order Management and Invoicing
Rapidly respond to your customer needs/issues from any channel.
Quickly launch solutions for your partners or channel partners, customers and employees.
Create custom objects and integrate into your workflow.
Extract data from your data sources, cleanse, normalize and prepare for import.
Work with 3rd party vendor to integrate your ERP for end-to-end linkage between Sales, Delivery, Operations & Finance.
Manage day-to-day Salesforce administration activities. Provide support services for implemented projects.
We follow proven agile methodology to fast track the project life-cycle
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Each project is initiated with a kick-off introducing all collaborating stakeholders and team members involved in the lifecycle of the project.
Post kickoff, very frequent deep-dive calls are scheduled with the key stakeholders to gather detailed business requirements. All existing pain-points and/or expectations on the to-be state get documented as key input into the overall architecture and design.
For all projects, we require, at a minimum, a partial sandbox environment for each of the systems involved in the project – Salesforce & ERP, if in scope and especially if this is a production CRM in use.
Leverage industry best practices to design the to-be architecture. Focus on leveraging out-of-box processes as much as possible to allow for maintainability with minimal overhead in the future.
Put together to-be process flow in a spreadsheet with:
Get sign-off on the to-be process to ensure stakeholder buyin prior to implementation stage.
Leveraging the signed-off business requirements along with the to-be process, complete the required configurations, creation of custom objects, implementation of various triggers and custom code as needed in the provided Sandbox environment.
Agile methodology is followed to ensure that frequent demonstrations of partially completed requirements can be made.
Test Classes are created for every single customization and custom code to ensure that all corner cases are accounted for.
Unit Testing is conducted using each Test Class to ensure that expected results are achieved.
In this phase, the user will conduct end-to-end testing to validate the streamlined and integrated (if ERP integration is in scope of the project) testing to ensure that it demonstrates the to-be process.
Any feedback received gets incorporated during this phase.
User Training is provided to key personnel and stakeholders on the newly implemented process.
Post UAT and incorporation of feedback, with customer sign-off, preparation is made to migrate from sandbox to production environment at the scheduled go-live date.
A weekly status update call is scheduled to review:
Here are the typical questions our customers commonly ask of us….
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The team comprises of 12 Salesforce certified personnel that have varying degree of experience from 3 years to more than a decade on all aspects of Salesforce.
The team is very well versed with Salesforce Administration, Salesforce CPQ configuration, Salesforce CPQ with Billing, Custom development (APEX triggers) amongst other services.
Additionally, we consult with our inhouse Salesforce Architect for very complex projects to ensure that the architecture allows for future proofing and incorporating any future scenarios not thought off on the get go within the scope of the project.
Absolutely. Post review of the requirements, along with expectations for on-going day-to-day administration, a cost effective approach can be easily put together to help you on that front.
Our mantra is always to stay as much in-the-box as possible so as to minimize cost as well as maintenance overhead over the long term.
But if there is a need to develop a custom APEX code with custom objects, the team with years of experience implementing add-on turnkey products can easily take on such projects.
Not usually. We recommend excellent 3rd party vendors who have a very strong solution that can meet the needs of the most complex integrations including Salesforce – NetSuite, Salesforce – Dynamics amongst others.
Of course. Our team is well versed with DocuSign integration and can definitely take care of that for you.
Duration can vary greatly based on the following scenarios:
Depending upon the complexity, ERP integration projects can take between 1.5 months up to 3 months.
Standard Salesforce CPQ only projects can take between 1 month to 2 months based on the complexity.
For each project, we reserve dedicated time for User Acceptance Testing (UAT) to ensure that the project delivers on the business requirements prior to Go Live.
The pricing can vary based on:
Of course. We typically include between 30 to 60 days of support for any changes implemented by our team depending upon the project complexity.