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Salesforce CPQ

Salesforce CPQ

Implementing CPQ Takes Specialized Skill & Knowledge

Configure. Price. Quote. It seems simple enough. But correctly designing & implementing such a powerful part of Salesforce's Revenue Cloud system requires experienced professionals. Any mistake during the initial roll-out could be costly and create significant delays.

Having A Properly Working CPQ System Creates Enormous Benefits

Want to decrease errors in price quotes? Get proposals approved more quickly? And ensure customers get accurate branded proposals? All possible with a properly constructed CPQ system. Which in turn leads to more efficient and accurate handling of billing and payment management.

We'll Help You Get The Most Out Of CPQ

Since 2009, we've helped hundreds of clients implement, integrate, and fine tune Salesforce. And as Salesforce Certified CPQ Specialists, we'll do the same for you to get your quote-to-cash crm platform designed, implemented, and working smoothly.

We are experts in taking your vision and creating the perfect system that streamlines your business processes and enables your team members to be efficient and leverage best practices.

Here are just a few of the problems we solve for our Salesforce CPQ clients:

  • Set up guided selling to help your sales team find the right products and services for your customers and uncover cross-sell and upsell possibilities
  • Create business rules and logic to ensure your team is packaging your products and services correctly with correct pricing
  • Ensure proposals are created accurately that can be approved quickly and transmitted to customers easily - all within the Salesforce CRM
  • Design checks and balances for consistent pricing and discounting
  • Configure user permissions and create customized role-based page layouts
  • Create quotes faster and more accurately
  • Seamlessly integrate CPQ with your Sales Cloud subscription and other Salesforce technologies
  • And much more

Contact us today to learn how we can help your company implement Salesforce CPQ.

What Our Clients Are Saying

I would recommend StarrData for anyone looking to implement a custom solution. We were able to clearly scope the project, and execute to specifications. The team was very professional and ultimately delivered. Thanks, StarrData!

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Jake Brose
VP of Sales & Marketing, ExecuTime

I worked with StarrData when I needed to customize, cleanse and update an instance of Pro Edition. StarrData helped me create dashboards/reports and customized a script to integrate SF with Webex.

We decided to separate an instance in order to upgrade to EE and StarrData made it happen on time and in-budget. Actually going above and beyond just to ensure the project success and our satisfaction as a client. I would recommend the StarrData Team and always look forward to working with them.

 
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Geoff Talbot
Chief Growth Officer, Sourcing Interests Group

Darren has been a very good Project Manager who understood our situation, requirements and where we wanted to go. George is an excellent Business analysis resource with a front to back grasp of salesforce, its internals, shortcomings etc. Max was also a great implementation help for our project. 

All in all, I would recommend the StarrData team for your implementation, configuration, modification or any other questions you may have about your Salesforce instance.

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Sandeep Mishra
Director of Software Development, Kayne Anderson Rudnick Investment Management

StarrData proved to be one of the most customer-focused, intelligent and hard working consulting firms I've ever worked with on a project. From the beginning discussing our needs with the salesperson to the nitty-gritty work with the implementation engineer, everyone had one goal - to answer my questions and help us in any way possible.

They assisted us with implementing our new marketing automation system, Pardot, and ensuring our Salesforce connections were set up properly. The engineer who performed the work was extremely thorough in the discovery phase. His training was thorough, well paced and covered everything I needed to know. I took so many notes as he had some tremendous tips throughout the training! I would hands down use StarrData again for any needs that may arise.

 
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Jennifer Junda
Marketing Programs Manager, VBrick Systems

It has been a pleasure to work with StarrData to get our Salesforce instance up and running. George + team are very knowledgeable and were able to provide great recommendations and guidance throughout the entire process. Highly recommend them!

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Megan Fue
Senior Marketing Manager, Omada Health
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