Make your customers' buying experience faster and easier. Help your sales team create accurate quotes, provide multiple options to customers, and negotiate and close deals more quickly. Operationalize the pricing, discounting, and approval processes to create a transparent and easy-to-use system for sales, product teams, and management.
Case study
How Bolt Today Built Customer-Centric CPQ Solutions for HNL Lab Medicine
Customer Challenges
- Salespeople are on the road and want a mobile-friendly solution
- It took a long time to generate a quote, secure internal approvals, and share it with the customer.
- CFO had to approve every quote but had no visibility on the profit margin at the product level
Outcomes
- User-friendly quote creation with Mobile-First designs
- Reduced quote lifecycle from 3 Months to 2 Weeks
- Intelligent Auto-approval solution:
- CFO approval is requested only for product prices below the P&L threshold.
- Salespeople saw GREEN/ORANGE/RED markers, whereas CFO received P&L %.
- CFO approved all the RED products or a select few by email.
Salesforce CPQ
& Billing Services
We Offer
We make Salesforce CPQ & Billing implementation simple and painless. We follow the Salesforce best practices to reduce the time, complexity, and cost of ownership. In addition, we spend quality time understanding and documenting your business challenges, processes, and expected outcomes.
The combination of services you might need depends on your unique situation. We adhere to the Salesforce recommendation of 80% configuration and 20% customization. This delivers an efficient solution that can take advantage of future Salesforce enhancements.
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reduction in
quotes errors
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reduction in
product pricing errors
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reduction in quote
approval time
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reduction in the quote
lifecycle
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increase in sales
productivity
New Implementation or Migration
We have over five topics and 150 discovery questions to help document your unique requirements and identify the business goals and stakeholder metrics to ensure a successful roll-out.
Our Design Thinking methodology, along with a human-centric approach, ensures user adoption and an ROI-led roadmap to create the business case that will get funded. Our implementation method is well-tested and covers the following:
- Documenting requirements in Jira and securing sign-off from the stakeholders
- Creating a Solution Design document and technical architecture integrating into enterprise applications
- Agile implementation with weekly sprints
- Developing Champions from and within user groups and Iterative deployments to give early visibility to end users and collect feedback
- Data clean-up, migration, and setting up governance model to maintain clean data
Simplification and Optimization
If you have implemented Salesforce CPQ a few years back or encountering critical issues such as quote creation times-out or have heavy customization because an earlier version of CPQ did not have functionalities that you needed, then Simplication and Optimization service is right for you.
We can effectively:
- Unwind the custom code, configure out-of-box functionalities, and help you through change management
- Identity and fix critical errors
- Enhance the user experience based on different user groups/scenarios
- Simplify Product catalog and configure Salesforce CPQ to handle various scenarios such as Product bundles, configurable add-ons, subscriptions, one-time service fees, etc.
- Implement complex pricing models covering customer-contracted pricing, tiered-based discounts, volume discounts, etc.
Integration and Data Governance
Making Salesforce your system of records is critical for business success. This requires good data quality and governance to keep data clean. We have experience and expertise in integration across multiple enterprise applications such as Oracle, Microsoft, Workday, SAP, or your custom-built applications.
Maintenance
The Salesforce ecosystem is complex, and there are three major releases every year, which consist of new and improved features and some functionalities and API versions that are retired. On the other side, market dynamics are constantly changing, which demands quick changes to the product, pricing, or Sales process. Our Maintenance services can help you achieve rapid time to market. At Bolt, we ensure our Salesforce CPQ consultants are constantly learning new things and can help to ensure your CPQ implementation stays live and current. so that your sales cycle can run smoothly.
Why Choose Us for Salesforce CPQ Consulting and Implementation?
01
Certified Salesforce CPQ Consultants
We have Certified Salesforce CPQ Consultants with deep Salesforce Knowledge of diverse industries.
02
10+ Years of Salesforce Consulting Experience
We know the best frameworks and practices to implement for the best business outcomes. This strategic approach has compounded with years of hands-on experience and work in Salesforce Ecosystem.
03
Design Thinking-Led Solutions
Every Salesforce CPQ Implementation is blueprinted from a customer-centric approach. We use design thinking practices to build customized solutions for your business and customer needs.
04
Strategic Solutions to Maximize Your ROI
Managing the excessive cost businesses pay for Salesforce CPQ Implementation is necessary. As your Salesforce CPQ Consulting Partner, we strategize to ensure that this pricey investment becomes an upscaling solution for your business growth and competence.
Our
Customers Say
“We collaborated with Bolt Today team for our Salesforce CPQ+ implementation. The Team was incredibly knowledgeable, flexible, and solution oriented. They took enough time to understand our business process and expectations to provide their best recommendation. The team worked very well with our business teams in educating them of the new process, apply industry best practices and assisting with certain feature customization which was not available out of the box. The team was also available to support us post go-live when we needed additional help, they approached these requests with the same sense of urgency and displayed great competence (+passion) during the entire engagement. I would highly recommend working with Bolt Today! “
ARUN BHASKAR, Director, IS Engineering, HNL Lab Medicine
FAQ
Salesforce configure price quote is a sales tool that helps you predict costs and provides accurate pricing per your customer needs. Your sales team can smoothly select your customer's preferences and configure them. Then, further price it, present quote variations, and get approvals in an instant.
Salesforce CPQ improves your sales bottom line as it helps you:
- Smartly utilizes your time without wasting it.
- Use specializations, add-ons, and options to increase deal size.
- Accurate quote creation that helps you retain customers better.
- Shortened sales cycle with faster approvals.
- Increased profitability with easy integration of Salesforce CPQ with CRM.
By integrating your Salesforce CPQ with CRM, you can identify sales opportunities and have excellent responsiveness with reduced admin time. This will allow you to determine the right product fit for your customers and make rewarding cross-selling deals. In addition, you get dynamic insights into sales performance and related metrics making your work approach growth-driven.