LevelShift's CPQ Health Check
Optimize Your Salesforce CPQ with LevelShift CPQ Health Check.
Realize the Full Potential of Your CPQ
Maximize the performance and efficiency of your CPQ solution with tailored expertise. We identify and resolve performance bottlenecks, optimizing load times and response rates to enhance the user experience and accelerate sales cycles. Our team evaluates your user interface, ensuring it's intuitive and user-friendly while providing actionable recommendations for training to boost adoption.
Benefit from strategic insights with a comprehensive assessment report, featuring optimization recommendations and a detailed implementation plan. To future-proof your CPQ, we assess scalability and flexibility, ensuring it's ready to support growing sales volumes, new product offerings, and evolving business needs.
Why Every Sales Team Needs a CPQ Health Check
LevelShift's CPQ Health Check is designed to diagnose the issues holding your sales team back and provide the solutions to propel your business forward.
Boost sales efficiency
Maximize revenue potential
Ensure quote accuracy
Improve sales rep morale
Gain competitive edge
Optimize sales process
Our Comprehensive Component Evaluation of Salesforce CPQ
Optimize Your Product Configuration
Our experts conduct a meticulous examination of your product configuration setup, perform an in-depth analysis of product bundle dependencies and options, and undertake a rigorous review of configurator rules to ensure seamless alignment with your business needs.
Ensure Accurate Pricing and Discounts
We verify the accuracy and structure of price books, align them with current pricing objectives, analyze discount schedules for optimal effectiveness, and ensure the accuracy of volume and promotional discounts.
Perfect your Quote Templates and Documents
We review quote templates to ensure brand alignment and compliance, verify document generation rules for accuracy, and ensure that all quote documents are professional and precise.
Accelerate Quote Approvals
We optimize approval workflows to align with your business needs, assess escalation paths and exception-handling procedures, and ensure seamless operations for high-value and complex quotes.
Ensure Contract Compliance and Accuracy
We conduct a thorough review of contract templates, ensure adherence to legal and business standards, and optimize contract renewal and amendment processes for efficiency and compliance.
Our Four-step CPQ HealthCheck Process
Initial Consultation:
Discuss your CPQ goals with our experts.
Health Check Execution:
Thorough assessment of your CPQ system.
Deliverables:
Detailed report of findings and action plan.
Support:
Implement changes and address questions.
Why LevelShift
Our comprehensive CPQ Health Check is a deep dive into your Salesforce CPQ setup. We'll provide actionable insights and a roadmap to enhance efficiency in 2 to 4 weeks.
We are a trusted Salesforce partner with proven expertise.
Our experts have in-depth knowledge of Salesforce CPQ.
We will work closely with you to achieve your business objectives.
Get in touch
Optimize your Salesforce CPQ performance and create accurate quotes with our CPQ Health Check.