ServicesSalesforce ConsultingCPQ
ServicesSalesforce ConsultingCPQ

Salesforce CPQ Consulting

Salesforce’s most efficient solution for sales reps to speed and succeed every step of the CPQ process

Benefits of Salesforce CPQ

Get the most value out of Salesforce CPQ with capabilities that benefit your sales reps, deal cycles, and the bottom line.

Guided Product Configuration

Provide prescriptive logic to sales reps, taking the complexity out of configuring a quote while enabling solution selling with cross-sell/upsell, as well as helping customers navigate offers. Build on base CPQ functionality to give your sales reps better insight into buying behavior, translating into higher probability product selections that sell fast.

Price Optimization and Margin Optimization

Configure complex pricing models (e.g., block, slab, and usage pricing) with built-in functionality. Deliver pricing guidance that drives minimal internal approvals and a faster quote-to-customer experience. During the configuration process, margin optimization can be visualized, resulting in higher revenue.

Reduce Quote Approval Time

Using dynamic approval processes that adhere to standard business rules, you can reduce approval times, and sometimes automate them altogether. Get better visibility across the organization during the quoting process and leverage various approval models (e.g., parallel and sequential), allowing more control over deal management.

Inform the Supply Chain of Demand and Provide Supply Insights

During the quoting process, you can inform the customer of any supply chain issues that could result in slower order fulfillment. Backend ERP or supply chain systems will have better visibility into demand earlier, allowing the supply chain to be proactive rather than reactive.

Increase Customer Retention with Auto-Renewal Management and AI Models

Sales reps get an earlier view into the pipeline for upcoming renewals and similar customer analysis, increasing retention through early and consistent engagement. Sales reps are also freed from creating the renewal Opportunity and quote through leveraging automation. Upsell and cross-sell opportunities exist during the renewal process, and the use of predictive logic can result in a higher value, and faster quote-to-sale process.

Automated Quote Proposal Document Generation

Provide a consistent, hands-off approach to generating on-brand quote proposals through intelligent automation. Deliver consistent terms and conditions upfront to the seller and buyer, making for a frictionless buying experience. Consistency in terms and conditions also creates more efficient, automated downstream processes, such as renewals, amendments, and cancellations.

Automatically Generate Orders from CPQ to the Backend Order Fulfillment System

Salesforce CPQ can determine when and how an order is created and sent to a backend fulfillment system (e.g., an ERP system) with no manual intervention. An integration can be built to ingest the order and provide consumption and error handling.

Extend the CPQ process from Lead to Quote to Lead to Cash

Salesforce CPQ can be used in conjunction with existing billing systems to generate the invoice automatically. CPQ can also use some or all of the Salesforce Billing functionality for a seamless revenue generation experience.

Accelerate Sales, Reduce Friction, and Close Deals with Confidence Using Salesforce CPQ

Winning the deal is only the start. In today’s complex sales environment, reps can’t always anticipate pricing challenges, configuration constraints, or renewal hurdles. Salesforce CPQ helps teams move faster and smarter by streamlining quoting, reducing manual work, and preventing deals from stalling—without sacrificing accuracy or flexibility.

At Atrium, we start with your business process. By eliminating unnecessary steps, enforcing configuration and pricing rules, and equipping reps with the right information at the right time, Salesforce CPQ enables sales teams to focus on what matters most: nurturing relationships, negotiating effectively, and closing deals. Backed by Atrium’s certified Salesforce CPQ consultants, you gain a scalable foundation to support renewals, adapt to complex pricing scenarios, and consistently hit your pipeline goals.

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We Know Your Industry

Real Results for Financial Services

We help financial firms deepen client relationships, ensure compliance, and unlock sustainable growth across the entire lifecycle.

Read Customer Stories

Real Results for Technology & Software

We help businesses in high tech streamline the lead-to-cash lifecycle, reduce churn, and drive predictable revenue in an ever-evolving digital landscape.

Read Customer Stories

Real Results for Healthcare & Life Sciences

We help medtech companies bridge the gap between complex data and personalized experiences—without compromising on compliance.

Read Customer Stories

Real Results for Manufacturing

We help manufacturing leaders unify disparate data, streamline the quote-to-cash lifecycle, and deliver service experiences that build long-term customer loyalty across the global supply chain.

Read Customer Stories

Real Results for Financial Services

We help financial firms deepen client relationships, ensure compliance, and unlock sustainable growth across the entire lifecycle.

Read Customer Stories

Financial Services

Real Results for Technology & Software

We help businesses in high tech streamline the lead-to-cash lifecycle, reduce churn, and drive predictable revenue in an ever-evolving digital landscape.

Read Customer Stories

Technology & Software

Real Results for Healthcare & Life Sciences

We help medtech companies bridge the gap between complex data and personalized experiences—without compromising on compliance.

Read Customer Stories

Healthcare & Life Sciences

Real Results for Manufacturing

We help manufacturing leaders unify disparate data, streamline the quote-to-cash lifecycle, and deliver service experiences that build long-term customer loyalty across the global supply chain.

Read Customer Stories

Manufacturing

We Know Salesforce CPQ

As a team of certified Salesforce consultants, we understand your revenue with Salesforce. You need granular insights into where and how your offerings are priced, as well as visibility into your value stream map to better understand bottlenecks and opportunities for improvement within your lead-to-cash processes.

Our Salesforce CPQ experts lay the foundation with Revenue Cloud, and then combine its solution capabilities with analytics and data science expertise to not only provide you the data visualization layer, AI modeling capabilities, and necessary analytics capabilities you need, but also to partner with you to better understand your revenue streams and unlock the most value out of your business. With our Salesforce CPQ consulting, we can help you leave behind the digital rolodex and move into the future with Salesforce CPQ as a catalyst for growth and increased sales.

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