The best practices for CPQ implementation
CPQ implementation is no different from any standard Salesforce implementation, and we need to follow the standard best practices. CPQ implementation is also a transformation product, and we need to think about additional best practices. Let's learn some of them:
- Thoroughly understand your company's sales process and analyze whether there is a need for CPQ. Are the sales reps struggling to close deals? Do you have disconnected systems? Generically, there needs to be a very strong business case for bringing CPQ into a Salesforce environment, but what that business case is can vary widely from client to client.
- Clearly define the implementation objectives and identify the right time to implement CPQ.
- Analyze whether you need Industries CPQ with Industry Cloud or the standard Salesforce CPQ.
- Understand how the existing processes and integrated systems will be affected by CPQ implementation and make sure that the...
