Benefits of CPQ Health Checks
Like any other configurable and customizable software platform, Salesforce CPQ requires constant attention and evolution. As your company grows, changes are needed in your solution on a regular basis. Unfortunately, many of these changes are applied too often as a band-aid approach for new requirements or bug fixes. You almost always end up with heavy technical debt. It’s also a fact of life that not all designs and implementations are optimal. We hear from too many companies that performance and scalability complaints arise.
In parallel, you might want to prepare your solution for future major policy changes, or to introduce a new business model such as subscriptions or consumption models. How do you prevent performance issues from appearing during critical business changes?
These are all good reasons for a Salesforce CPQ Health Check. As everything we do, it’s high end and these projects are performed exclusively by master CPQ certified experts who will perform a deep dive into your Salesforce CPQ solution. We dig deep into all critical components of your implementation and generate a road map system to point out areas of risk. We give you concrete recommendations on how to optimize and improve the code base, your configuration, and policies that will help you get back to an optimized state and prepare for future growth.
We have done dozens of Salesforce CPQ Health Checks and received unanimously positive feedback. You can trust you will get tremendous value out of it!
Salesforce CPQ Health Check Options
Select your Salesforce CPQ Health Check option below. All Health Check projects are fixed price. No surprise!
Note that for Advanced Health Checks, we will need first to access your Org to evaluate your CPQ-related customizations. After review, we will provide you with an fixed price estimate for the Health Check.
Scope
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CPQ Objects
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Fields
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Formulas
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Bundles
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Product Rules
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Price Rules
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Quote Templates
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Advanced Approvals
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CPQ Plugins
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Other Customizations (triggers, flows, PBs)
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Typical Turnaround
Standard Health Check
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Included
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Up to 100
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Up to 50
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Up to 10
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Up to 10
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Up to 30
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Up to 2
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Included
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Excluded
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Excluded
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1-3 Weeks
Advanced Health Check
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Included
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Included
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Included
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Custom
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Custom
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Custom
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Custom
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Included
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Included
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Custom
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2-4 Weeks