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Salesforce CPQ product Expert

The Client is a major player in the Machines & Spare Parts Manufacturing Sector having its operations spread all over the world. Client uses Salesforce Sales Cloud for managing new Leads, Accounts, Contacts and Opportunities as a CRM solution and is now using Salesforce CPQ as managing product price, quantity, apply discount for customer and complete quote to cash solution.


  • Salesforce CPQ is new for the client so it is very difficult to explain the client.
  • Setting up pictures and Pricing for each product.
  • Setting up their quote dynamically with pricing information from the quote.
  • The approval on the discounts offered was not being tracked thus resulting in loss of income.
  • Customers use Excel sheets to prepare Quotes for their different products and are very used to the flexibility it provides them to copy line items, put custom cell level formulas etc. though it is error prone and lacks standardization.
  • Thus the biggest challenge for the project was not only to configure CPQ per the business need, but to also customize CPQ such that it enables a mind set change which helps them to adapt to a system driven Quotation process using Salesforce CPQ.
  • In the as-is process there were multiple sheets in which cost data was managed. Salesforce CPQ had to be set up so that it not only supports all the existing functionality in the excel sheet but also reduces errors during quotation by standardizing processes.

Industry: Machine & Parts Manufacturing

Project Length: 6 month

Team Size: 2

Our Role: Our role was Salesforce CPQ product Expert, Solution architect and developer.


The GOC team understood the current processes for the client and all the manual activities performed by Sales Reps.

1. CPQ Configuration

  • Configure Products based on business needs
  • Salesforce CPQ was implemented, and delivery included highly customizable templates, validation testing and prompts to successfully guide customers throughout the buying journey – including flagging products that should not be bought together
  • The client now has a fully integrated quoting and ordering process with a 360-degree view of its customers, including which products they’re using, payment terms and processes, quotes in progress, suggestions for other products, and account and conversation history.
  • The Salesforce CPQ and Billing license was selected as the most viable solution to configure products and create bundles, configure price book with setting up complex discounting rules for volume based pricing.

2. Customizable quote templates

  • The quoting engine was leveraged to make sure the data flow was seamless and the amount was matching with Opportunities. Quote status could be tracked easily after sending to the end customer.
  • The approval workflows for exception scenarios were set up to smoothen the process and result in faster turnaround time.
  • The order, invoicing and payment management was used off the shelf with minimal configuration done on the Salesforce CPQ product

3. Produce proposals & contracts

  • quickly & easily Choose products & Eliminate errors Multi Dimensional Quoting Add-ons & renewals 
  • Quickly create accurate quotes & proposals in multicurrency. 
  • Configure a Product with multiple Price dimensions.
  • Allowing each dimension segment to be priced independently 
  • Automatically generate renewal opportunities and quotes.
  • The integration with Salesforce CPQ resulted in increased efficiency with quote creation and approval time being reduced to one tenth of the original time and errors dropping to less than 2%.
  • As all data was now stored in Salesforce the sales managers could analyze using reports and an intuitive dashboard to check how much revenue was realized for the quarter.
  • As the Salesforce CPQ is completely native to Salesforce the training time for the Sales Reps was less than a week with the new cloud based tool.

4. Create a Price Rules for set markup Price

  • Client want to add markup in all product price so for that we create a price rule to add 45% markup in product price.

5. Generate order from quote object as well as opportunity object

  • Clients want to generate order from quote and opportunity both objects so it is necessary to combine opportunity product with quote object product. We have to do this and create a separate button on both objects to create order.

6. Upload a product picture in the Product object

  • Client can add a direct product picture from notes & attachment related list for that we have write a code so it easy to upload a product picture for client.

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