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Salesforce CPQ Consulting

Configure, Price and Quote Fast and Efficient with Salesforce CPQ.

Muncly optimizes your Configure Price Quote (CPQ) solution with best-in-class capabilities on the Salesforce platform, enhancing your sales process and driving business success.

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Salesforce Certified Administrator Salesforce Certified Sales Cloud Consultant Salesforce Certified Platform App Builder Salesforce Certified Business Analyst Salesforce Certified Experience Cloud Consultant Salesforce Certified Experience Cloud Consultant II Salesforce Accredited Order Management Administrator
What we do

We Help Businesses Craft an Efficient Sales Process with Salesforce CPQ

At Muncly, our Salesforce CPQ consulting services will help streamline our client sales processes, by providing complex CPQ configurations that yield business performance . With quote-to-cash consulting service, we enhance configuration, pricing, contracting, quoting, and billing capabilities, helping you close more deals. Our Salesforce CPQ consultants ensure quick and efficient implementation, solving intricate quote-to-cash challenges and delivering high ROI.

salesforce cpq partners Certified Salesforce Partners
Our Services

We offer holistic Salesforce CPQ Services from start to finish

salesforce cpq pricing and quoting
01

Pricing & Quoting

Achieve consistent pricing, discounting, and approvals with our Salesforce CPQ consulting services. Ensure accurate quotes and efficient sales operations with streamlined pricing strategies.

salesforce cpq guided selling
02

Guided Selling

Simplify product selection with CPQ Guided Selling. As your Salesforce CPQ implementation partners, we use business rules and logic to offer tailored selling options, enhancing customer relationships and sales team efficiency.

salesforce cpq product bundles
03

Product Bundles

Configure product bundles effortlessly with our custom solutions. Streamline upselling and offer the right mix of products and services, improving customer satisfaction and operational efficiency.

salesforce cpq generate proposals
04

Generate Proposals

Create professional proposals quickly with our custom development services. Ensure each proposal is consistent, reducing time and effort in the sales process while enhancing sales representatives' productivity.

salesforce cpq subscription billing
05

Subscription Billing

With automated subscription billing, you will never miss a renewal. Our Salesforce CPQ consulting services generate renewal opportunities, supporting continuous revenue growth and improved customer relationships.

salesforce cpq revenue recognition
06

Streamline Revenue Recognition

With our Salesforce CPQ implementation best practices, you can recognize revenue faster. You can report accurately on quotes, orders, invoices, and payments, providing valuable insights for executive teams and enhancing business processes.

Free Consultation

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Book a 30-minute call with a certified Salesforce CPQ consultant. No obligations, no sales pitch, just straight answers to your questions.

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How we work

Three Clear Steps in Salesforce CPQ Services

At Muncly, we are committed to simplifying your work processes. Our Salesforce CPQ consulting follows three clear steps to ensure seamless integration of CPQ into your sales operations.

salesforce cpq process Proven Delivery Playbook
01

Discovery

Our Salesforce CPQ consulting starts with a thorough discovery phase. We assess your business requirements and goals, identifying the best Salesforce CPQ solutions for your unique needs. This step ensures a seamless integration of CPQ into your sales operations.

02

Delivery

During the delivery phase, our Salesforce CPQ consultants implement custom solutions tailored to your business processes. This includes configuring CPQ functionalities, integrating with existing systems, and ensuring everything aligns with your business objectives.

03

Hypercare

After implementation, we, as your Salesforce CPQ implementation partners, provide continuous support through the hypercare phase. We make necessary adjustments, offer training to your sales reps, and ensure the system operates smoothly.

how to start

What Are the Next Steps to Begin with Our Salesforce CPQ Services?

Get a Free Salesforce CPQ Consultation. Whether you're in the early stages of investigating Salesforce CPQ, need technical advice, or are ready for implementation, we provide the support you need.

01 Step 01

Tell Us About Your Project

Share your project details with us. Understanding your business goals and requirements helps us tailor our Salesforce CPQ consulting services to your needs, ensuring a customized approach.

02 Step 02

Find the Right Consultant

We match you with the best Salesforce CPQ consultant for your project. Our experts bring extensive experience and knowledge, guiding you through the complex process of CPQ implementation.

03 Step 03

Kick off​

Begin your Salesforce CPQ journey with us. From initial planning to final implementation, our Salesforce CPQ consulting company ensures a smooth and successful start to your CPQ transformation.

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Client stories

What others say about working with us

We worked with Jeff to organize our sales process for a small sales and service team. He set up pipeline tracking, reports, and dashboards that give me a clear view of tasks, key accounts, and opportunities. The biggest change is visibility. I know what the team is working on remotely, and I have more control and predictability in managing opportunities and forecasting. I recommend working with Jeff and will turn to him again for the next step.

Aleksey Lyutikov
Aleksey Lyutikov CEO · Meccanica Middle East

This is the second time I have worked with Jeff, now I know him for already 6 years. 6 years ago we built a very successful project for a local driving school, now we have created another sales system based on rules and tools. I should say that Jeff is an exceptional professional, a bit opinionated which creates a lot of debates, and sometimes we even argue, but all arguments are purely professional which I love and I definitely could recommend him as a great CRM professional.

Maksims Sroslovs
Maksims Sroslovs Marketing Director · Frame House Pre-fab Homes

Jeff helped us implement Salesforce to collect and manage leads coming from the stands in Japan. He built a simple process for tracking leads and worked closely with developers of other stand components to ensure the whole project was integrated and ran smoothly. We have worked with Jeff for a long time, and this is already our second project together. He is my go-to person for CRM implementations, and I would definitely recommend Jeff and his team.

Andris Zigurs
Andris Zigurs Business Development Executive · Vervo

Concrete working deliverables on time of what we needed. Extremely knowledgeable about the Salesforce platform. Incredibly smart team that understood our business and objectives right away. Highly recommended!

Julian Ciccale
Julian Ciccale Co-founder · Nextlane

Thank you to Jeff, Vishal, and their team for the support. They prepared the assets in record time, quickly adapted to our feedback, and handled every question with care. We definitely recommend working with them and look forward to the next set of assets together.

Tushar Hora
Tushar Hora Global Technology Partnerships · Salesforce
FAQ

Frequently Asked Questions

Salesforce CPQ (Configure, Price, Quote) is a powerful tool that streamlines the sales process by automating the configuration, pricing, and quoting of products and services. This Salesforce quote-to-cash solution ensures that your sales team can quickly and accurately generate quotes, reducing the likelihood of errors and increasing efficiency. By automating these tasks, Salesforce CPQ allows your sales representatives to focus more on building customer relationships and closing deals.

Our Salesforce CPQ consulting company follows best practices to ensure a successful CPQ implementation. We focus on seamless integration with your existing systems, thorough testing, and comprehensive training for your sales team. This approach ensures that your business can fully leverage Salesforce CPQ capabilities, from efficient quote generation to streamlined revenue recognition. Our goal is to provide the best Salesforce CPQ consulting to enhance your sales process and support your business growth.

Salesforce CRM (Customer Relationship Management) and Salesforce CPQ serve different, yet complementary, purposes within a business. Salesforce CRM is designed to manage and analyze customer interactions throughout the customer lifecycle, aiming to improve business relationships, enhance customer retention, and drive sales growth. It provides a comprehensive view of your customers, helps track sales activities, and offers tools for customer support and marketing automation.

Conversely, Salesforce CPQ specifically focuses on the sales process's configuration, pricing, and quoting aspects. While Salesforce CRM manages customer data and interactions, Salesforce CPQ automates the quote-to-cash process, ensuring that your sales team can quickly and accurately generate quotes. By integrating Salesforce CPQ with Salesforce CRM, you create a seamless sales process that enhances both customer relationship management and sales efficiency.

As a Salesforce consulting company, we specialize in helping businesses integrate these two powerful tools. Our Salesforce CPQ implementation services ensure that the CPQ functionality is seamlessly incorporated into your existing CRM setup. This integration allows for a unified view of customer data and sales activities, enhancing operational efficiency and providing your sales team with the tools to close deals faster. By following Salesforce CPQ implementation best practices, we ensure a smooth transition and effective use of both platforms.

Salesforce CPQ is widely used by businesses of all sizes across various industries, including manufacturing, technology, healthcare, and professional services. It particularly benefits companies with complex product configurations, variable pricing models, or requiring frequent and accurate quote generation. Sales teams, sales operations managers, and finance departments often rely on Salesforce CPQ to streamline their sales processes and ensure pricing accuracy. Companies aiming for revenue growth and operational efficiency find Salesforce CPQ invaluable.

Our Salesforce CPQ consulting services cater to diverse clients from small and medium-sized enterprises. Businesses seeking to improve their quote-to-cash processes, reduce quoting errors, and enhance their sales operations turn to Salesforce CPQ for its robust capabilities. As a Salesforce CPQ consulting company, we provide tailored solutions that meet the specific needs of our clients, ensuring they can leverage Salesforce CPQ's full potential.

If your business involves complex product configurations and variable pricing models or requires frequent generation of accurate quotes, Salesforce CPQ can be a significant asset. Salesforce CPQ helps streamline the quote-to-cash process, ensuring that your sales team can quickly generate precise quotes, apply appropriate discounts, and obtain necessary approvals. This speeds up the sales cycle, reduces the likelihood of errors, and enhances customer satisfaction.

Investing in Salesforce CPQ implementation can bring significant long-term benefits, including increased sales efficiency, better pricing strategies, and improved revenue recognition. By partnering with our Salesforce CPQ consulting company, you can ensure a smooth and cost-effective implementation process. We follow Salesforce CPQ implementation best practices to deliver a solution that meets your needs while optimizing the Salesforce CPQ implementation

Salesforce CPQ is designed to be user-friendly and does not require extensive coding for standard configurations and setups. Many of the customization and configuration tasks, such as setting up product rules, pricing strategies, and approval workflows, can be done through the Salesforce CPQ interface. This makes it accessible for users without a technical background to manage and maintain the system.

However, for more advanced customizations and integrations, some coding may be required. This is where our Salesforce CPQ consulting services come in. Our experienced Salesforce CPQ consultants have the technical expertise to handle complex customizations and integrations. Whether it involves custom scripting, API integrations, or developing bespoke features, we ensure that your Salesforce CPQ implementation meets all your business requirements.

At Muncly, we offer comprehensive Salesforce consulting services to help businesses optimize their Salesforce environments. Our goal is to ensure that your Salesforce platform drives maximum value and effectively supports your business objectives.

Our Salesforce implementation services cover the entire process, from initial planning and configuration to deployment and training. We follow the best Salesforce implementation practices to ensure a smooth and successful implementation. Our certified Salesforce implementation professionals work closely with you to deliver a solution that meets your specific requirements, optimizing your Salesforce investment.

We also provide ongoing Salesforce support and maintenance services to ensure your Salesforce environment continues operating at peak performance. Our support services include regular system health checks, troubleshooting, and custom development to address evolving needs. By partnering with Muncly for Salesforce support, you know that your system remains up-to-date, secure, and aligned with your business goals.

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Got questions? We're here to help! At Muncly, we are committed to providing exceptional customer service.

Whether you have questions about ecommerce solutions, need help with your existing setup, or have any other CRM questions, our team is ready to assist you.

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