Summary

This project aims to enhance the client's sales and quoting processes by implementing and optimizing a Salesforce CPQ solution. By leveraging a skilled Salesforce CPQ Business Analyst, we will streamline operations, improve accuracy, and increase sales efficiency.

Project Goals

• Implement a robust Salesforce CPQ solution aligned with business objectives.
• Optimize quote-to-cash processes for improved efficiency and accuracy.
• Enhance product configuration and pricing capabilities within Salesforce.
• Foster collaboration between sales, finance, and operations teams for seamless quote generation.
• Establish a strong foundation for data-driven decision making.

Project Deliverables

• A fully functional Salesforce CPQ system tailored to client-specific needs.
• Streamlined quote-to-cash processes with reduced cycle times.
• Accurate and consistent pricing and quoting across the organization.
• Enhanced product configuration capabilities for complex offerings.
• Improved data quality and reporting for informed decision-making.

Project Timeline

• Phase 1: Assessment and Planning (2-4 weeks)
• Conduct a thorough assessment of current sales and quoting processes.
• Identify gaps and opportunities for improvement.
• Define project scope, goals, and deliverables.
• Develop a detailed project plan and timeline.
• Phase 2: Design and Configuration (4-6 weeks)
• Design the Salesforce CPQ solution architecture based on business requirements.
• Configure CPQ features such as product catalogs, price books, and quote templates.
• Develop custom logic and integrations as needed.
• Phase 3: Testing and User Acceptance (2-4 weeks)
• Conduct rigorous testing to ensure system functionality and data accuracy.
• Obtain user acceptance testing (UAT) sign-off.
• Develop user training materials.
• Phase 4: Deployment and Go-Live (2-4 weeks)
• Deploy the optimized Salesforce CPQ solution to users.
• Provide comprehensive user training and support.
• Monitor system performance and address any issues.

Project Team

• Salesforce CPQ Business Analyst
• Salesforce Developers
• Business Stakeholders
• IT Support