CPQ Implementation

Implementation Services for CPQ

Have the right mix of packaged services designed to enable you to carry out the implementation entirely on your own, if that is the best approach for you.

Service Offering


Quick Start

Get a jump start on your implementation

  • Project Milestones
  • Workbooks
  • Workflow
  • Custom Tables
  • Quote Documentation
  • CRM Integration

General Physical

Get a check-up and get on a sound exercise routine

  • Review implementation
  • Review Product Documentation and communication to Admin (workbooks)
  • Review Quote documentation
  • Review Workflow
  • Review Catalog change process
  • Review Pain points

Catalog Workshop

  • Catalog Structure
  • Simple products

Configuration Workshop

  • Attributes
  • Complex Products

Sales Workflow Workshop

  • Complex sales workflow

Approval Discounting Workshop

  • Complex Discounting and approval process

CRM Workshop

  • Integration with Salesforce, Seibel CRM OnDemand

Integration Workshop

  • Links to other systems using POST and PRE actions

Branding Workshop

  • XSLT Templates

Output Documentation Workshop

  • Quote Documents
  • Terms and Conditions Documents
  • Specification Documents