Summary

To implement a robust Salesforce CPQ solution that automates and streamlines the quote-to-cash process, enhancing operational efficiency and improving customer experience.

Scope of Work:

1. Requirement Gathering and Analysis:

   • Conduct in-depth workshops with key stakeholders to understand complex business requirements.
   • Analyze existing sales processes and identify areas for improvement and automation.
   • Document detailed functional and technical specifications.

2. CPQ Configuration and Customization:

   • Configure core CPQ settings, including product catalogs, price rules, discount schedules, and quote templates.
   • Develop custom Apex classes, triggers, and Visualforce pages to extend CPQ functionality as needed.
   • Leverage Lightning Web Components (LWC) to create dynamic and user-friendly quote interfaces.

3. Integration with Salesforce and External Systems:

   • Integrate CPQ with other Salesforce modules (Sales Cloud, Service Cloud) to ensure seamless data flow.
   • Establish integrations with external systems (ERP, CRM, etc.) using APIs (REST/SOAP) or middleware (Mulesoft) to synchronize data and automate processes.

4. Testing and Quality Assurance:

   • Develop comprehensive test cases to validate the functionality and performance of the CPQ solution.
   • Conduct thorough unit, integration, and user acceptance testing to identify and resolve issues.

5. Deployment and Go-Live:

   • Deploy the CPQ solution to the production environment, ensuring a smooth transition.
   • Provide comprehensive training to end-users on the new CPQ system.
   • Monitor the system post-implementation to identify and address any performance or functional issues.

Required Skills and Experience:

• Salesforce CPQ Expertise: Strong hands-on experience with Salesforce CPQ, including configuration, customization, and integration.
• Salesforce Development: Proficiency in Apex, Visualforce, LWC, SOQL, and declarative development (flows, process builders, validation rules).
• Integration Skills: Knowledge of Salesforce integration tools and middleware (Mulesoft, REST/SOAP APIs).
• Problem-Solving and Analytical Skills: Ability to analyze complex business requirements and identify innovative solutions.
• Communication and Collaboration: Excellent communication skills to interact with stakeholders and work effectively in cross-functional teams.