Salesforce CPQ Consulting & Implementation: complex sales quotes made easy

Empower your sales team to deliver accurate quotes faster so they can get on with selling.

Find out if we’re a good fit for you

B2B Companies Who Trust Iceberg
Are You Missing Opportunities To Close, Retain, And Upsell?

Rifling through outdated pricing catalogs, chasing approvals, losing track of discounts, and inaccuracies in contracts and invoices…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

Iceberg RevOps: Your Strategic Salesforce Partner

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:

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.

Iceberg RevOps vs Other RevOps Agencies
Other Agencies
Iceberg RevOps
You’re In Good Hands - Meet The Iceberg Team

We have a fully in-house team who keep in touch with your key stakeholders via weekly stand-ups, Slack, and Asana.

Taft Love

Co-Founder

David Plutschak

Head of Sales 

Ryan Hiatt

Operations Manager

Judy Cornett

Operations Manager

Jason Thomas

HubSpot Administrator 

Nick Verrot

HubSpot Administrator

Zoe Love

Operations Coordinator  

We Make Sure All Your Tech Stack Integrates Seamlessly To Produce The Most Reliable Data

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.

What Your Next 3 Months Look Like

\We’ll kick off your project with a 3-month deep dive into building out a roadmap for your CPQ project.

Month One
  1. We’ve audited your systems and prioritized what needs to be tackled first 
  2. You’re already benefiting from the quick wins thanks to our prioritization model
Month Two
  1. We’re wrapping up all the core goals we outlined in our first scoping call 
  2. You’re confident that you have the systems and processes in place to make decisions based on data, not gut feeling
Month Three
  1. We’re hitting all the core goals we outlined from our first scoping call 
  2. You’re confident that you have the systems and processes in place to make decisions based on data and not just gut feeling

For long-term engagements not bound by specific projects, our team will continue with regular weekly or monthly sprints to tackle your needs.

The Most Frequent Questions New Clients Ask Us

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.

Ready To Quote Faster And Cut The Fat From Your Sales Process?

A leaner, more efficient sales process is waiting. 

Get started with Salesforce CPQ today by reaching out to David, our Head of Sales.