- Migration of all sales processes to Salesforce CPQ.
- All existing quote templates.
- Consolidation of all booking-to-sales processes.
- Configuration of all pricing to enable customization per customer/segment.
- An adaptable configuration of validation and pricing rules.
- Reconfigure and validation of pricing rules, and models.
- Product configuration based on business needs.
- Upgrading the customers’ user experience.
- Guided flow
- Core CPQ functions enablement on mobile platforms
- Booking error prevention
- Supporting project and customer lifecycle activities.
- Including requirement gathering, design, development, testing, and deployment
Automating The End-To-End CPQ Quote Process
Project requirements included:
- Connect, expedite, automate and improve the quality of the lead-nurture process by integrating the Salesforce Sales Cloud, Service Cloud, Community Cloud, and Salesforce Chatter
- Validations to prevent users from selecting products that shouldn’t be selected together
- Prompts to guide the user to review products before continuing with product selection
- Enabled approvals with mobile capabilities
CCI team helped us reduce the customer response time and improved the overall experience. Their team was very professional and
Project Lead, CRCS Courier