Quick Start for Salesforce CPQ
Want to self implement but don’t know where to start or how to strategize? Then consider a Quick Start Implementation for Salesforce CPQ! Our unique approach is focused on absolute best practices and advanced leverage of out-of-the-box functionality. We keep things simple but extremely efficient.
We start with a few workshops to understand your business, your product catalog, your pricing policies, your approval process. We work together on identifying which products and services the Quick Start will focus on. We give you some homework to do while we prepare a design following best practices. We implement the design, help prepare for launch (testing, training). We do the necessary knowledge transfer to your team so that you can self maintain your solution and you even get one week of hypercare. You go live and your start benefiting from this fast track effort.
Quick Start projects are also a great way to train your team members on the Salesforce CPQ package, in a personalized fashion.
Check the scope of each Quick Start below and purchase the service directly from our online store.
Scope
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Custom Fields
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Product Bundles
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Product Features
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Product Options
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Product Rules
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Price Rules
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Quote Templates
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Advanced Approval Rules
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CPQ Plugins
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Other Customizations
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Typical Duration
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Hyper Care
Standard Quick Start
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Up to 20
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Up to 3
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Up to 10
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Up to 30
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Up to 5
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Up to 10
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1
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Up to 5
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Excluded
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Excluded
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2 - 4 Weeks
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1 Week
Advanced Quick Start
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Up to 50
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Up to 10
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Up to 30
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Up to 100
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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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Up to 15
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Basic QCP Only
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Excluded
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3 - 6 Weeks
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1 Week
FAQs about Quick Starts
Will I have a fully implemented solution once the project is complete?
Probably not, unless your product catalog is very small and your processes are a perfect fit for out-of-the-box functionality in Salesforce CPQ.
A Quick Start project is a quick way to get your started on your full implementation. It gives you a blueprint for your bundles, your pricing and discounting requirements, and your quote templates. If you run a subscription-based business, you will be able to support the full subscription lifecycle, from new business deals to amendments and renewals.
What resources will CPQ Mastery provide for the project?
CPQ Mastery will provide a Solution Architect, who is responsible for both design and implementation. Additional resources might be provided on a case by case basis, which might result in additional costs.
What resources do I need to provide to support the project?
We highly recommend that you provide a project manager, at a minimum to facilitate booking of meetings with the right people on your side. The initial workshops will require time from your business stakeholders which will have to do some homework, such as preparing product catalog information, pricing policy details, discounting policies, templates for quote documents. Someone from your finance and legal department might be needed to provide requirements as well.
Will I be able to see the progress during implementation?
Absolutely! The project includes several Show & Tell sessions. The primary objective of these sessions is to capture your feedback early on so that we can take quick corrective actions when necessary.
Will you implement customizations?
Most likely not, although the Advanced Quick Start includes the possibility to write a basic QCP (Quote Calculator Plugin) with common helper methods. One of the key objectives of a Quick Start is to leverage out-of-the-box functionality.
If customizations are needed to support your business requirements, we normally expect that your IT team will take care of them. If you don’t have technical resources available with the proper skill set, talk to us and we will look into providing additional resources in the context of a change order.