Revenue Cloud (CPQ)

Salesforce CPQ

SkyVenn can help you automate your sales processes with CPQ (Configure Price Quote). Create detailed quotes and proposals, leverage advanced rules and automations, streamline renewals and processes to manage all of your orders.

SkyVenn can help you:

  • Help you manage and automate your entire lead to cash processes for your business unit(s)
  • Automate special pricing and discounts based on your complex business needs
  • Make informed management decisions based on pricing data in Salesforce
  • Create a robust system to generate error free quotes to your customers and partners
  • Streamline sales efforts and back office operations
  • Improve forecast accuracy
  • Reduce user errors with automations, product rules and pricing rules
  • Generate documents and easily integrate CPQ with eSignature tools (e.g. DocuSign and CongaSign)
  • Optimize your contract lifecycle management
  • Managed all renewals and subscriptions in one place and automate reminders for renewals
  • Streamline your complex approval processes
  • Create Sales leader reports and dashboards
  • Reduce your reliance on Excel spreadsheets and manual internal processes
  • Manage multiple price books across multiple currencies
  • and much more…

CPQ features we can help you deploy:

  • Product and Pricing Rules
  • Product Catalogs and Price Books
  • Product Bundles
  • Guided Selling
  • Product Configurator
  • Multidimensional Quoting
  • Proposal Document Templates
  • Advanced Order Management
  • Subscriptions and Assets
  • Contract Management
  • Automated Renewals
  • Contracted Pricing
  • Advanced Approvals
  • Invoice Scheduler
  • Milestone Billing
  • Consolidation Invoicing
  • Conditional Quote Terms
  • Analytics
  • and much more…

The SkyVenn Value:

1. Certified Salesforce Summit/Platinum Partner
2. Certified Salesforce Managed Services Expert
3. Certified Salesforce Experience Cloud Expert
4. Minimum 7+ Years of Experience per Senior Salesforce Consultant
5. Multi-Cloud Salesforce Expertise
6. Point of Contact is a Consultant with Multiple Certifications
7. Agile Development Methodology
8. History of Customer Success (1,000+ Completed Projects)
9. All SkyVenn Resources are based in North America (i.e. no off-shore resources)
10. Led by Salesforce Alumni