Revenue Cloud (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. Experienced: Minimum 7+ Years of Experience per Senior Salesforce Consultant
2. Knowledgeable: Multi-Cloud Salesforce Expertise
3. Efficient: Point of Contact is a Consultant Not a PM
4. Results: Agile Development Methodology
5. Success: History of Customer Success (see our Success Stories and Customer Testimonials)
6. Local: All Resources are SkyVenn Employees based in Canada
7. Leadership: Led by Salesforce Alumni and Established in 2010
"Our Company has been working with SkyVenn for over a year now and we have been extremely happy with the work their team has produced! SkyVenn offers peace of mind with our complex infrastructure, and they are proactive with monitoring, backups, and potential areas of concern. I personally appreciate the time SkyVenn takes to fully spec out our projects, and particularly how it will function after the handoff. We lean towards declarative development that can be managed by more members of our internal team (that may not have the same technical ability) and SkyVenn has been great at meeting this requirement. SkyVenn has done an incredible job with our projects and I would recommend them to anyone!"
Michael ScottTechnical Project Manager, Revenue Operations at Clearco
"We have worked with the SkyVenn team for over a year and have been nothing but satisfied with the team's work. Our Salesforce instance is complex and we are often asking for assistance with custom builds and managed services. Each time we ask something of the team, it is implemented thoroughly and seamlessly. If there are ever any minor issues, they are fixed incredibly quickly. We started with a smaller contract and have continued to add on more and more projects and hours with SkyVenn because of their great work! In addition to providing what we ask, SkyVenn does a phenomenal job of asking the right questions and making sure to thoroughly understand not just the specific change or tool we are looking for, but the problem in general. Often SkyVenn has made recommendations for the addition of particular details we hadn't thought of or more efficient ways to implement something that end up really paying off. SkyVenn also has a robust and knowledgeable team that is only growing and getting better and better. We certainly attribute the ability of our Salesforce instance to consistently keep up with our growing and scaling company to the ongoing assistance of SkyVenn. We couldn't do it without them! Highly recommend the SkyVenn team for all your Salesforce needs.
Annalissa BrodersenSenior Business Operations Manager
"We have been working with SkyVenn for close to a year now and they have been amazing to work with. Extremely responsive to the requirements of our business, 7 days a week. They truly listen to the needs of their customers. We have involved them in several projects including a CPQ implementation, Lightning Migration, 3rd Party Software integrations, as well as general process flow cleanups and deployments. We have worked with several other Salesforce partners in the past and our experience with SkyVenn has been a refreshing change. If you are looking for a Salesforce Consultant that truly knows the meaning of the word "partner" then SkyVenn is the company for you."
Kris O’BrienDirector of IT at iWave
"Innovasea selected the SkyVenn team as our Pardot implementation partner and they’ve proved to be an excellent choice. The team is responsive, professional, and extremely knowledgeable on Pardot/Salesforce set up and best practices. SkyVenn got our team up and running with Pardot in 3 to 4 weeks and even helped us figure out a few items post-launch. We would definitely recommend them for anyone looking to get setup with Pardot!"
Kelly SonnensheinGlobal Marketing Manager at Innovasea Systems
"Knowledgeable and creative, SkyVenn was integral in the transformation of our inherited Salesforce instance. Their patience in reviewing the current landscape, listening to concerns, brainstorming new ideas and then consulting and executing was both appreciated and extremely effective. I would gladly recommend their teams balanced business and technical acumen to any customers looking to bring their Salesforce to the next level."
Deanna WoodlandSales Operations at Trusscore
"Moving into Salesforce was a bit of a new experience for our team - but - SkyVenn has been an integral partner in easing us into it. They are extremely talented - and we are excited about them helping us change our organization!"
Tony BitontiManager, Marketing and Creative Services at Sault College of Applied Arts and Technology
"We have been working with SkyVenn since Nov 2019. They have assisted us with B2BMA set-up with Pardot and Salesforce assisting us with case escalations to address issues that we were unable to resolve on our own from the previous year. Additionally, they assisted us in implementing a number of other features and we continue to rely on their expertise. The SkyVenn team are a very knowledgeable resource for me and the team. We frequently use them to verify and provide solutions for our challenges and ensure we are getting the most out of our Salesforce and Pardot investment - thank you SkyVenn"
Rohela EllahiMarketing Automation Manager at Livingston International
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