CPQ Starter Pack
Your reps shouldn't need a spreadsheet to build a quote.
Every day your sales team manually builds quotes, pricing errors compound, margins erode, and deals stall waiting for approvals. The CPQ Starter Pack replaces spreadsheets and workarounds with a fully automated Configure / Price / Quote engine inside Salesforce: product catalog, dynamic pricing, discount controls, approval workflows, and branded PDF quotes. Production-ready in 10 weeks. No scope creep. No surprises.
What Makes This Starter Pack Different
Most CPQ projects fail before they go live: not because of the technology, but because the product catalog is never properly mapped, pricing logic isn't documented, and no one owns the approval chain. The CPQ Starter Pack starts with your reality: your SKUs, your discount structure, your deal types. We configure Salesforce CPQ around your actual quoting process, not a generic template. The result is a quoting engine your reps will actually use, built natively on Salesforce and future-proofed for Revenue Cloud.
WEEKS
From kickoff to go-live
PLATFORM
Sales CPQ, fully configured
SPECIALISTS
CPQ Expert, PM and PD
The problem
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Sales reps spend only 34% of their time actually selling.
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40% of pricing and configuration errors are caused by manual quoting.
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Companies using CPQ report a 28% reduction in sales cycle length.
If your team is telling you that « Creating a quote for a complex deal takes us days, not hours » or « Every rep prices the same product differently », you have a quoting problem that’s silently leaking revenue..
What We Deliver
Quoting errors don’t come from bad salespeople, they come from bad processes. This Starter Pack replaces spreadsheets and manual workarounds with a fully automated Configure / Price / Quote engine inside Salesforce. Product catalog, bundles, dynamic pricing, discount schedules, approval workflows, and branded PDF quotes, all configured and production-ready.
Platform Capabilities
Salesforce CPQ automates the entire quoting process : product selection, pricing calculation, discount management, and document generation.
Built natively on the Salesforce platform, Salesforce is evolving CPQ into Revenue Cloud, so your investment today translates directly into tomorrow’s platform with no vendor lock-in risk.
What We Build
Product Catalog
Product and price book setup (up to 50 SKUs), bundles and options configuration, configuration rules (inclusion, exclusion, validation), product features and constraints.
Pricing
Standard and tiered pricing models, discount schedules (volume, partner, promotional), contracted pricing per account, multi-currency support (up to 3 currencies).
Quote Generation
Branded PDF quote template, quote line editor configuration, terms and conditions management, e-signature integration readiness.
Approval Process
Multi-level discount approval chains (up to 3 levels), approval rules based on discount %, deal size, and product type, email notifications and escalation paths.
Renewals & Guided Selling
Contract-based renewal configuration, amendment workflow setup, subscription and recurring pricing, guided selling flows (up to 2 scenarios).
Do you have a question? We are here to answer you
Your Project Team
CPQ Expert / Analyst
Discovery workshops, product catalog mapping, CPQ configuration (products, pricing, bundles, templates, approvals), renewals, guided selling, data migration, UAT.
Project Manager
Planning, timeline, risk management, weekly status, scope control, client communication.
Project Director
Strategic guidance, architecture validation, quality reviews, go/no-go at each phase gate.
Accelerate NOW
your Growth & Innovation
Your growth journey starts with a conversation. Connect with our senior partners today to align our expertise in Business Model Innovation and Digital Transformation with your strategic topline priorities.