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5 Best Practices of Salesforce Services for a Successful CPQ Project

 

Working on a CPQ project can be daunting. But when done right, it can help to yield big rewards for your company. It is important to understand some ground rules before you start with the implementation. The right knowledge will help you make your CPQ project a successful one.  


It is advisable to hire experienced Salesforce services for integrating CPQ into various customer environments. The experts have a good hand on some best practices to start a CPQ project on the right ground.

  1. Focus on adoption

Any level of effort would be pointless if the sales team is not able to adopt the CPQ solution. With consulting services, you can get the documentation that covers all actions and recommendations that will help to kick off the adoption. The salesforce professional services will guide the team through the change management processes and provide needed material to ensure that the sales team doesn’t encounter issues weeks from launch. User adoption is the key consideration and is considered from the beginning of a project and examined throughout the process.

  1. Pure agile won’t work

While the agile methodology has lots of benefits, it has been found that the interdependent complexities of CPQ and the lack of detailed end-to-end design of agile can complicate the CPQ implementation and would create a need for more rework. That is why experts tend to set up a combination of suitable methodologies throughout a CPQ project, enabling the stakeholders to choose between the development sprints or traditional methods.  

  1. Don’t bend the product

The main purpose of a CPQ product is quoting. But somethings the customers end up building too many processes with their sales cycle in the CPQ solution. This is something the leads to failure. Bringing in too many instances might create trouble, and it can reflect into the implementation and in the CPQ project. CPQ is one effective tool for the quote-to-cash process, but you need to bring in fitting tools for other processes.

  1. Commitment

Projects fail when the team assigned to them is not staffed adequately, which leads to an inability to complete the activities on time. Salesforce consulting team believes that commitment and dedication to a project is one main ingredient to a successful CPQ implementation. The team needs to engage in the project and work on it by reviewing the performance at every level.

  1. Know the uniqueness of CPQ

CPQ leads to an increase in ROI, but it also brings a level of complexity that might get companies in a difficult situation. CPQ handles multiple aspects like legal, sales, financial, product pricing, and product management, and everything works together in a unified process. All these intersections can cause complexity, which needs to be resolved early. The uniqueness of CPQ needs to be handled the right way, and an experienced Salesforce partner can be of great help here.

Reach to CPQ Success with the Trusted Support

Salesforce CPQ has its perks to cut down multiple processes and unify them for easier management and increased efficiency. But to make the most of it, you need a team that knows its way along CPQ and can get through the complexity to benefit your company with this platform. Our Salesforce support services can be of great help to implement CPQ and guide you well through it.


https://360degreecloud.com

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