Automate Quote to Cash

Streamline your Price Books, Quotes, Invoicing, Billing and Cash Collection process through an effective CPQ and Quote to Cash (QTC) Configuration

Comprehensive CPQ and Quote to Cash (QTC) Configuration Services

CPQ and Quote-to-Cash (QTC) has gained a lot of traction with businesses over the last decade and it is imperative to have the right consultant to help you with such an implementation. CPQ Salesforce integration is an online platform that connects organization’s vendors and traders in an environment that provides them with the sales processes and resources. A comprehensive CPQ and QTC solution will align your products, pricing and subscription models leading to improved efficiencies, timely payments, better customer experience and error elimination. Salesforce CPQ quote to cash will give access to your sales tools so that your partners can easily find product information through Salesforce cloud.

What is the Scope of CPQ and QTC?

Salesforce CPQ ensures that you get a wide visibility into your partners' pipelines and predictions of QTC. Forecasts get updated as your partner generates quotes. The complete Sales Automation means that the following are in place:

  • Product Configuration with Bundles Configurations
  • Price Book Configuration with Tiered Pricing, Discounts and Bundle pricings
  • Subscription billing configuration with Taxes, Usage Based Pricing and other business rules configurations
  • Invoice automation
  • Subscription Billing
  • Payment Collection
  • Integration with ERP/Accounting systems
  • Intelligent Alerts
  • Reports

Gain from our experience with CPQ and QTC Configurations

Our CPQ and QTC consultants provide the most customized solutions and approach to implement quote to cash solutions which also considers the size of the business and the best practices in the industry to leverage maximum value from the rollout. With the help of CPQ Salesforce you can submit new leads and price quotes of the products conveniently without any hassle. The vendors and traders can communicate from anywhere, using the Salesforce Sales Cloud.

  • A proven CPQ and QTC configuration methodology that starts with end to end solution blue print highlighting the automation and standardization
  • Creative approaches for managing complex product, pricing and billing models
  • Complete Data migration of products and price books from existing systems
  • Creation and Configuration of the quote, invoices and other templates.
  • Digital Signature Integration with Docusign and other related apps
  • Suggesting & implementing Process improvement and automation, including workflow approvals
  • Integration with Accounting and other systems
  • Capabilities for custom development
  • SalesforceTM Systems Admin Training

    Why Us?
  • Experienced: Over the last eleven years we have efficiently managed over 300 solution engagements while transforming businesses through better analytics, organizational process changes, and cloud CRM solutions.
  • Consistent: Our SalesforceTM Certified professionals are trusted and recommended by our clients. Over 80% of our business comes from our existing customers.
  • Creative: We challenge our own thinking and come up with creative solutions that meet our customers' requirements.
  • Adaptable: We understand that each company has its unique needs and constraints. So we provide flexible options to structure their working engagement with us.
  • Affordable: We combine onshore-offshore delivery to reduce delivery costs to let our clients enjoy quality without the overhead and bureaucracy of larger consulting companies.


Ready to discuss your Salesforce Integration and Development needs? Contact us for a free consultation
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