Configure, Price, Quote (CPQ) Implementation Services

Cubic Compass is an exclusive implementer of iDialogue Flow CPQ solutions, plus a long history of Salesforce CPQ (was Steelbrick) and Revenue Cloud implementations.

Services include

• Data migration, import, load, and data cleansing
• Pricebook and Product SKU design and configuration
• Guided Sales product configurations
• Quote Line Editor (QLE) configuration
• Price modeling for tiered discounts, account-based pricing, bundle pricing
• Approval workflows
• Quote generation (Word, PDF, HTML) and delivery
• Customer Experience: product configurators and pricing calculators
• Quote Follow-up Automation and Execution
• Opportunity close and customer onboarding