[Salesforce CPQ]

Quoting in Salesforce – Simplified

Complex pricebooks, quantity discounts, clunky spreadsheets, back and forth negotiations, and then the waiting game – getting a quote across the finish line can be overly complicated. Salesforce CPQ brings simplicity to sales and streamlines the closing process. The Configure, Price, Quote software helps sales reps create the right deal for each customer at every step of the buying cycle.

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Sell More and Leave Less Money on the Table with CPQ

Close Deals Faster

 Point and click to test different deal structures before building the best one

 Apply discounts, quantities, and time periods to accommodate the customer’s budget

 Submit professional proposals using pre-built branded templates

 Run deal approvals across multiple departments simultaneously and track progress

“Working with Galvin Technologies to implement Salesforce Community Cloud has improved every facet of our organization.”

Brian

“I have been working with Galvin for over a year. They are very knowledgeable and helpful with great response time.”

Tina Burns

Control Quoting Confusion

 Narrow large pricing catalogs by answering simple customer questions for guided selling

 Place multiple products of different revenue types in a single quote with guardrails to ensure feasibility

 Create orders and invoices directly from the quote to ensure downstream process accuracy

Maximize Revenue

 Leverage centralized customer information to increase deal size through upsells and cross-sells

 Offer specializations, add-ons, and unique configurations prompted by CPQ data-driven questions

 Automate contract amendments, pricing, and renewals for continuous growth

“With Galvin’s help our team actually enjoys using Salesforce now!”

Dave Winsor, CEO

Our Process

We leverage years of experience and in-depth technical know-how to solve complex business problems. For companies new to Salesforce® or those using it for years, our consulting process focuses on solutions that accelerate progress.

Discover

Dream

Define

Develop

Galvin Transitions Quotes by Hand to Quotes on Demand

With Salesforce CPQ, teams can go from new opportunity to customer quote in minutes. The dynamic process increases speed, improves accuracy, and moves more deals through the pipeline. Most importantly, CPQ makes sales processes scalable and structured so both the customer and company win. As Salesforce CPQ Consultants, our team knows how to maximize system functionality for every stage of the customer’s journey. Our expertise includes:

  • Implementations requiring in-depth quote-to-cash process knowledge
  • Custom configurations with diverse workflows, process automations, and system integrations
  • Unifying front and back office procedures for accurate revenue accounting and financial reporting
  • Ongoing support and development for continuous improvement as team and business needs evolve

Add CPQ to Your Sales Toolkit

Sales teams need to focus on customers, not calculations. Galvin Technologies makes that possible with CPQ. Learn how we’ve helped organizations uncomplicate quoting and billing to unlock new business.

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