Summary

This proposal outlines a comprehensive project to enhance partner and channel operations through the implementation and optimization of Salesforce CPQ. By leveraging the capabilities of Salesforce CPQ, we aim to streamline product and pricing structures, automate processes, and improve overall efficiency.

Project Goals

• Simplify product and pricing structures: Rationalize complex product configurations and pricing models to enhance sales efficiency and accuracy.
• Optimize amendment and renewal processes: Streamline the management of contract amendments and renewals, reducing administrative overhead and improving customer satisfaction.
• Implement robust Salesforce CPQ configuration: Configure Salesforce CPQ to accurately represent business rules, pricing models, and product hierarchies.
• Automate partner and channel processes: Automate key processes such as partner onboarding, deal registration, and partner program management to reduce manual effort and errors.
• Enhance collaboration and knowledge sharing: Foster a culture of collaboration and knowledge sharing among teams to maximize Salesforce adoption and utilization.

Project Scope

• Business requirements gathering and analysis: Conduct in-depth interviews and workshops with stakeholders to gather and analyze business requirements for Salesforce CPQ.
• Solution design and configuration: Design and configure Salesforce CPQ to meet the identified business requirements, including product catalogs, pricing rules, and approval workflows.
• Process mapping and automation: Identify opportunities to automate key partner and channel processes using Salesforce CPQ and other relevant tools.
• User story development: Develop well-defined user stories to guide the development and implementation of Salesforce CPQ features.
• Training and knowledge transfer: Provide training and support to end-users to ensure effective adoption and utilization of Salesforce CPQ.