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 keep your sales cycles moving.
Our team evaluates your user interface, ensuring it's intuitive and easy to use, while giving your team the training recommendations they need to actually adopt it — especially important given that 71% of B2B executives struggle with fragmented sales processes, and 13% of deals are lost simply because tools don't talk to each other.
From there, you get a clear assessment report with prioritized recommendations and a practical implementation plan. And with scalability built into every review, your CPQ stays ready for new products, growing volumes, and wherever the business goes next.
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.
Benefits
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 Health Check 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.
CPQ Health Check Delivers Greater Sales Efficiency
For a leading U.S.-based fire and life safety services provider, inefficient workflows, pricing inconsistencies, and challenges managing complex channel quotes impacted sales productivity. Through our CPQ Health Check, we identified workflow bottlenecks, pricing challenges, and quoting inefficiencies, then optimized Salesforce CPQ to streamline operations, improve pricing accuracy, and enhance sales efficiency.
See How We Did ItSimplified Complex Channel Quoting
Enhanced quote configuration for products, services, and discounts, enabling more accurate and efficient channel quote management.
Improved Pricing & Discount Accuracy
Optimized pricing and discount processes to reduce inconsistencies and support more reliable quote generation.
More Efficient Sales Operations
Resolved workflow issues and streamlined CPQ processes to create a smoother experience for sales and operations teams.
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.
Recognized in Forrester Q4 2025 across Agentforce, Data Cloud and Field Service.
FAQs
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Optimize your Salesforce CPQ performance and create accurate quotes with our CPQ Health Check.