How to Optimize ROI with Expert Salesforce CPQ Consulting?

optimize ROI

Salesforce CPQ, a tool that assists businesses in simplifying their sales procedures and creating quotes efficiently, is challenging to implement fully on your own. This is where the expertise of Salesforce CPQ consultants comes into play. In this article, we’ll delve into how businesses can optimize ROI (return on investment) by teaming up with consultants to make the most of their Salesforce CPQ setup.

optimize ROI
Courtesy of Salesforce

What is Salesforce CPQ?

For the answer to that question, let’s turn to Salesforce itself:

CPQ Salesforce, or Configure, Price, Quote Software by Salesforce is a sales tool for companies to provide accurate pricing with any given product configuration scenario. CPQ applications take into account optional features, customizations, quantities, and discounts, allowing sales reps to quote prices quickly and accurately. Salesforce CPQ gives your sales team easy to use software, available on any device due to it’s cloud based platform. Hosted within the Sales Cloud platform giving you a direct link with your CRM to make the most impactful sales decisions.

Salesforce CPQ can help companies that frequently generate custom quotes for their customers and clients optimize ROI. The software reduces the time needed to develop custom quotes, helps identify options or add-ons to increase the AOV (average order value) of each quote, and ensures accurate quotes to ensure you recoup all necessary costs and achieve your target overhead on each project.

As you might guess from this discussion, implementing Salesforce CPQ isn’t as straightforward as inputting a price list. As with most Salesforce software, you need to set it up efficiently and completely to achieve the power offered by the company. Hence, hiring an expert to help you with the setup and maintenance of Salesforce CPQ can go a long way toward helping you optimize ROI from your efforts.

How to optimize ROI with a Salesforce consultant

Recognizing the significance of expert consultation for Salesforce CPQ

Deploying Salesforce CPQ without guidance may lead to obstacles like missed opportunities, incorrect setups, and resource wastage that reduce your profitability. Expert Salesforce CPQ consulting aims to grasp the complexities of Salesforce CPQ and offer insights to steer your business through the implementation phase and ensure it captures everything you need to optimize ROI.

Collaborating with consultants enables companies to streamline their processes, increase efficiency, improve customer satisfaction levels, and ultimately boost revenue growth. These experts possess in-depth knowledge of industry practices and can tailor Salesforce CPQ to meet each business’s specific requirements.

Revealing business aims and goals

Prior to commencing any consultation, it’s crucial to outline the business objectives and goals for optimizing Salesforce CPQ. This ensures the consultant focuses on achieving results that optimize ROI as well as helping you reach your goals.

Consultants will interact with your staff to grasp the challenges within your existing systems or procedures that require enhancement. By helping clients to establish goals, consultants can develop a tailored plan for optimizing Salesforce CPQ that includes both successes and meeting your long-term strategic objectives.

Evaluating current capabilities and constraints

To ensure the utilization of Salesforce CPQ features, experienced consultants conduct an assessment of the organization’s current infrastructure’s capacities and constraints. This evaluation encompasses aspects like pricing regulations, product setups, discount approval workflows, quote creation procedures, integration needs with systems (such as ERP or CRM), and data handling.

By pinpointing inefficiencies or hurdles, consultants can suggest improvements or modifications to boost efficiency and optimize ROI. This evaluation also aids in recognizing any skill gaps or training requirements that require attention.

Tailoring Salesforce CPQ for improved efficiency

One advantage of expert Salesforce CPQ consulting is the ability to personalize the platform to match a business’s needs. Consultants collaborate closely with stakeholders to comprehend their demands and align them with Salesforce CPQs’ features.

Through these custom adaptations, companies can automate pricing computations, product setups, discount processes, and quote generation, leading to speed, precision, and uniformity.

Streamlining workflows for improved productivity

Skilled advisors utilize their knowledge of the software combined with the experience gained working with other companies to create solutions that are ready for the future and can adjust to the changing needs of the market. One key focus area is optimizing workflows to boost productivity. With advice, companies can streamline their sales processes using Salesforce CPQ. Consultants evaluate systems and suggest enhancements that remove unnecessary steps, making operations more efficient. This allows sales representatives to dedicate time to nurturing client relationships and finalizing deals.

Automation is a component in this enhancement phase, enabling businesses to minimize tasks and reduce errors. Integrating Salesforce CPQ with software like CRM or ERP systems allows data to be transferred between departments, promoting collaboration and eliminating redundant data entry.

Enhancing customer experience

Moreover, Salesforce CPQ consulting aids businesses in utilizing the platform’s features to enhance customer experience during the process. Tailored workflows enable pricing calculations based on factors such as customer volume, loyalty status, or contract terms.

Consultants empower companies to automate quote creation while ensuring precision and consistency through templates and approval procedures. They also guide companies in utilizing features like e-signature integration or online portals for customers to view quotes, expediting deal closures and enhancing overall satisfaction levels.

Ensuring data accuracy for making informed decisions

Data is key for making decisions and building strategic plans. When it comes to Salesforce CPQ consulting, businesses can count on having efficient data governance and management practices in place. This involves ensuring data integrity, establishing system rules to maintain data quality, and implementing cleansing processes to protect data and streamline analysis.

Additionally, experienced consultants can assist businesses in developing reporting and analytics frameworks using Salesforce CPQ. These tools provide real-time insights into pipeline performance, revenue forecasting, and sales performance at team levels, offering insights for making informed decisions.


Optimizing ROI with Salesforce CPQ requires expert guidance to streamline its implementation throughout your business operations. Seasoned consultants can help you navigate the complexities of Salesforce CPQ configuration choices, optimize workflows, manage user adoption changes, and integrate with systems to reduce frustration and speed the process of creating quotes so you win more bids and earn more revenue from the successful ones.

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