Salesforce Configure, Price, Quote and Billing

Salesforce Configure, Price, Quote (CPQ) and Billing Implementation Services

Salesforce CPQ allows organizations to eliminate errors and improve accuracy of quotes to generate new business, contracts, amendments and renewals. Adding the native SFDC CPQ app to your Sales Cloud enables the Sales organization to optimally configure, price and share a branded quote document with a consistent experience. CPQ brings the flexibility to address various pricing models, which include subscriptions, volume-based and key customer pricing integrated with Products and Price Books in Salesforce. Jade Global has enabled several leading high-tech organizations to scale their business operations and achieve sales excellence. Our CPQ experts are available to help your organization optimally create and price deals, share consistent quotes, accelerate renewals and enhance customer relationships.  

Why Leverage Jade Global as your CPQ Implementation Partner?

  • We help customers envision the journey to connect front office, middle office and back office with inhouse consultants in various technologies
  • 250+ Certified expert with experience to implement CPQ with multiple enterprise companies
  • Expertise in implementing complete Lead to Cash lifecycle (CPQ + BILLING + ERP)
  • Help companies shift to a renewable revenue model (recurring)
  • Expertise in painting an end to end process for customer connecting front office, middle office & back office

How Jade Global will help you implement CPQ?

Select right CPQ tool for your sales organization?
Jade Global can help you to select right tool between Salesforce CPQ or Conga (Apttus) CPQ. We have extensively worked on implementing both CPQ solutions and can advise which would be the right CPQ solution for your organization.

Key considerations while implementing CPQ is to envision how would your data flow in your complete Lead to Cash lifecycle. Jade Global has inhouse capabilities in frontend in the form of Salesforce and middleware like Boomi, Mulesoft, and backend systems like NetSuite, Oracle EBS, Oracle Cloud, Workday, SAP, etc.

front office middle office back office

Expertise in implementing all SaaS scenarios (Net new business, New business, Upsell, Downsell, Upgrade, Downgrade, Product Swaps, Cancellations, Automated Renewal)
More than 50% of sales wins go to companies that are first responders. Long sales and quoting processes will negatively impact sales quota. CPQ is the ultimate sales tool for speed and efficiency. It eliminates manual quoting and simplifies business complexity, so your salespeople have more time to sell. CPQ drastically shortens the sales cycle by having one central location for all product and pricing information, providing guided selling recommendations, user-friendly interfaces and configurations that manage product complexity.
We are experienced advisory partners in helping customers successfully implement various selling models (One Time, Recurring, Usage based models, Capacity based models)
You can get following Non-GAAP metrics from your CPQ implementation for seamless coordination between finance and sales teams:
  • Cost per Acquisition
  • Monthly / Annual Recurring Revenue
  • Total Contract Value
  • Churn / Renewal Rates
  • Customer Lifetime Value
  • Avg. Revenue per User
  • Days Sales Outstanding
  • Revenue Backlog

Traditional Features: Experts at connecting Orders to ERP System (Billing downstream)

New Features: Experts in doing billing upstream using Salesforce Billing/ Conga (Apttus) Billing and invoicing (Lead to Invoice)

New Features: Experts in doing billing using Salesforce Billing/ Conga (Apttus) Billing and payment gateway integrations upstream (Syncing financial information downstream)

Benefits of Leveraging Jade Global as your CPQ Implementation Partner

  • Establish (Critical) Success Criteria Our advisory team partners with sales leadership to establish critical success criteria including pricing configurations, quoting, contract and e-signature integration.
  • 360° Views Sales reps and sales operations benefit from enhanced 360° views of each customer, service contract, adoption metric, renewal status and order history.
  • Facilitate Change Enable business readiness and optimize the enterprise footprint. Seamlessly sequence data and sales rep experiences to create a happy path for new customer contracts, renewals and better customer relationships.
  • Uncover Soft Requirements & Best Practices Leverage guided selling to share how top performers navigate product selection, winning sales paths, and achieve quotas.

Insights

Jade Global’s latest solutions, success stories, and visions for the future.

Explore our insights to discover trends, capabilities, and industry approaches that will transform your business and deliver a fresh perspective.

How Can We Help You?

Let’s Talk about your Next Salesforce Project.
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