Salesforce CPQ Consulting & Implementation: complex sales quotes made easy
Find out if we’re a good fit for you
Rifling through outdated pricing catalogs, chasing approvals, losing track of discounts, and inaccuracies in contracts and invoices…
It’s not surprising that those deals are slipping through the cracks as your Sales team scrambles to successfully close.
Deals that could have been won thanks to strategic CPQ implementation that cuts the fat from your quote-to-cash process and helps your Sales team to:
Close deals faster by cutting time spent on non-selling activities like data entry, writing proposals, and getting approvals
Increase average deal size by tailoring products, upsells, and cross sells to the individual needs of the client
Retain more customers by effortlessly adding amendments to contracts and making renewals as simple as possible
Forecast more accurately now that they’re able to better measure product performance and win rates by product, discount, or bundle
You need a Salesforce partner who moves as quickly as you do.
A team that meets with your key stakeholders every week and keeps you in the loop with reliable, open communication.
A team who can make progress in days, not weeks or months.
What you don’t need is an agency who:
- Hits you with a standard SOW which robs you of the flexibility you need
- Outsources your account to admins and contractors who don’t know anything about your business
- Disappears for weeks on end and comes back with a 20-page PDF about what you need to do
- Offers strategy but no implementation
- Offers implementation but has no strategic vision or foresight about how some solutions may affect upstream and downstream teams
- Only works with a limited number of software
We Build CPQ Solutions Tailored To Your Business Goals and Current Infrastructure
But we don’t just set up and implement Salesforce CPQ.
We make sure you get the most out of it with valuable insights from the transaction data to consistently improve your sales performance
Pricing & Quoting Setup
Easily handle complex quoting options like bundles, volume pricing, and special discounts
Guided Selling
Help sales reps choose the right products for your customers with targeted questions
Subscription Billing
Automate recurring payments and make sure Finance has the accurate information they need
Contracts & Proposals
Branded proposals and contracts that integrate seamlessly with your e-signature software
Pricing Engine
Model different pricing structures for complex quotes
Integration
Seamless integrations with quotes, opportunities, accounts, and products to keep data clean
Transaction Insights
All the data and insights you need to improve forecasting and your sales performance
Contract Amendments
Easily add upsells, swaps, add-ons, and upgrades to improve customer LTV
Automate Approvals
Speed up your sales cycle by automating cross-functional approval
Don’t see what you need here?
Reach out to us anyway because we can usually help, and if not, we can point you in the right direction.
Other Agencies
- Outsource your account to cheap contractors who don’t know you or your business
- Only do consulting and leave the wrench work to you
- Provide a SOW contract that leaves little room for flexibility, especially for fast-growing companies whose priorities change frequently
- Disappear for weeks or months on end then provide you with a long list of tasks to be done
- Limited to working with certain software
- Work with as many clients as possible
- Zero predictability on budget because each new project has a different price tag
Iceberg RevOps
- Fully in-house team
- Strategic partners who provide consulting and implementation
- Staff augmentation model: hiring Iceberg is like hiring a team of experts in-house
- Weekly meetings with key stakeholders and regular communication via our Slack and Asana
- Tool agnostic: we work with a wide range of software so your entire funnel is taken care of
- Works selectively with a small number of clients at any given time to make sure we can give them the attention they deserve
- Hourly rate that stays the same no matter what we’re working on
We have a fully in-house team who keep in touch with your key stakeholders via weekly stand-ups, Slack, and Asana.
Taft Love
Founder
Brad Mora
CEO
Judy Cornett
Operations Manager
Ryan Hiatt
Operations Manager
Jason Thomas
Operations Manager
Natalie Eadie
Marketing Operations Manager
Madison Rawles
System
Administrator
Zoe Love
Operations Coordinator
Your tech stack is an ecosystem and data needs to flow between each tool to avoid broken automations and unreliable data. That’s why we’re tool agnostic and work with a wide range of software.
\We’ll kick off your project with a 3-month deep dive into building out a roadmap for your CPQ project.
For long-term engagements not bound by specific projects, our team will continue with regular weekly or monthly sprints to tackle your needs.
CPQ is most useful to businesses that:
- Have many customizable products with numerous possible configurations
- Operate on a global scale because CPQ allows them to provide accurate quotes across all their regions and divisions
- Need multiple approvals for contracts and invoices
- Use outside brokers to sell their products and want to make sure there’s a unified quoting process
But if your company only sells a handful of products or uses simple quotes that can be handled with a single order form then CPQ would be like using a sledgehammer to kill a fly.
In short, the more complex your quote-to-cash systems are, the more likely it is that you’ll benefit from CPQ. Reach out to our Head of Sales, David, who can help guide you on whether or not CPQ is worth your time and investment.
We primarily work with companies who need to bridge the gap between hiring solo contractors with incomplete skill sets and building out their own in-house RevOps team.
We start off with a 3-month commitment because that’s how long it takes to make a significant dent in tackling your operations issues. If you want to continue getting our support, then we move onto a rolling 50-hour/month agreement that you can cancel at any time.
We use a sprint model to work on your projects and meet regularly with key stakeholders so we can respond to your growing and changing needs.
The average tenure of our clients is 14 months.
We primarily work with resource strapped B2B companies who need to bridge the gap between hiring solo contractors with incomplete skill sets and their own in-house revenue operations team.
Get a feel for the type of clients we work with by checking out our case studies.
We usually start off with a 3-month commitment because that’s how long it takes to make a significant dent in building out and implementing your CPQ system. If you want to continue getting our support, then we move onto a rolling 50-hour/month agreement that you can cancel at any time.
We use a sprint model to work on your projects and meet regularly with key stakeholders so we can respond to your growing and changing needs.
The average tenure of our clients is 14 months.
We’re tool agnostic and work with a wide variety of software including Salesforce Analytics Cloud (formerly Tableau), Looker, Sisense, Salesforce, HubSpot, Salesforce Pardot, Marketo, Zendesk, Salesforce CPQ, Salesloft, LeanData, DocuSign, Clari, and Outreach, just to name a few.
We work exclusively with B2B companies, most of which are growth-stage SaaS companies. Check out our case studies to see how we’ve helped them.
A leaner, more efficient sales process is waiting.
Get started with Salesforce CPQ today by reaching out to David, our Head of Sales.
