Your sales rep is struggling with the Salesforce CPQ (Configure, Price, Quote) system. Quotes are inaccurate, deals are delayed, and customer satisfaction is dropping. Frustration is growing, and valuable opportunities slip by that could have been won with a more efficient system.

If this sounds familiar, it’s time to ask: Is your Salesforce CPQ system truly optimized?

An underperforming CPQ system doesn’t just impact your revenue—it affects every part of your sales process. But there’s a solution: a thorough CPQ Check Up. Here’s why it’s essential for your sales success.

Why a Salesforce CPQ Check Up Matters

Your Salesforce CPQ system is the backbone of your sales operations, ensuring fast, accurate, and compliant quotes for smoother deal closures and happier customers. Without regular assessments, even the best systems can falter, leading to revenue leakage, lost deals, and friction for your sales reps.

This is where Tectonic’s CPQ Check Up comes in. Our process digs deeper than surface-level issues, analyzing every aspect of your CPQ system to ensure it aligns with your business goals.

What is CPQ Health, and Why is it Crucial?

A Salesforce CPQ Check Up is a comprehensive review of your system’s configuration and performance. It assesses how well your CPQ solution integrates with your business processes, highlighting any gaps hindering your sales efforts. From pricing rules to approval processes, a health check ensures seamless functionality and equips your sales reps with the tools they need to succeed.

Key Benefits of a Tectonic CPQ Check Up

Optimized Sales Processes
Reduced cycle times and faster quote-to-cash processes lead to higher win rates and fewer delays.

Enhanced Quote Accuracy
Minimizing pricing errors and ensuring accurate discounts boosts customer trust and satisfaction.

Increased User Adoption
With an intuitive, beneficial system, sales reps are more likely to engage fully, resulting in better productivity.

Boosted Revenue
Optimized pricing strategies, along with more effective upselling and cross-selling, foster natural revenue growth.

Cost Reduction
Streamlined processes and reduced manual tasks free up your team to focus on selling, not admin work.

Why Choose Tectonic’s CPQ Health Check?

At Tectonic, we don’t just review your CPQ system—we ensure it’s performing at full capacity. Our Check Up evaluates five key components:

1. Product Configuration
   • Bundles and Dependencies: Ensures bundles reflect real-world combinations.
   • Configurator Rules: Validates logic to meet business needs.
2. Pricing and Discounts
   • Price Books: Verifies accuracy of price books against current strategies.
   • Discount Schedules: Assesses volume and promotional discounts.
3. Quote Templates and Documents
   • Templates: Ensures compliance with branding and legal requirements.
   • Document Generation: Guarantees accuracy in quote documentation.
4. Approval Processes
   • Approval Workflows: Confirms workflows adhere to business rules.
   • Escalation Paths: Ensures high-value quotes are handled properly.
5. Contract Management
   • Templates and Renewals: Ensures completeness and accuracy in contract templates and renewal processes.

Performance Optimization
Our Check Up also focuses on optimizing performance:

• System Performance: Enhances load times and user experience.
• Data Load and Integration: Identifies data bottlenecks for smoother operations.

Enhancing User Experience and Adoption

A high-functioning CPQ system only works if your team fully utilizes it. We make the Salesforce CPQ interface intuitive and user-friendly, providing recommendations to boost user adoption with targeted training.

Strategic Recommendations

After the Check Up, we deliver a detailed report with:

• Findings: An in-depth assessment overview.
• Actionable Insights: Specific steps for improvement.
• Implementation Plan: A roadmap to address identified issues.

Future-Proofing Your CPQ System

Tectonic’s recommendations ensure your system can scale with your business. We focus on solutions that prioritize adaptability, so you’re always ready for changes in your industry or offerings.

Tectonic’s Four-Step CPQ Check Up Process

1. Discovery and Assessment
   • We analyze your current CPQ setup, gathering insights from stakeholders and identifying pain points.
2. Detailed System Evaluation
   • A deep dive into product configurations, price books, quote templates, and approval processes.
3. Recommendations and Action Plan
   • Actionable insights to enhance user adoption, streamline workflows, and optimize pricing.
4. Implementation and Optimization
   • We work with your team to implement changes, monitoring performance to ensure success.

Partner with Tectonic for CPQ Excellence

At Tectonic, we understand the importance of a high-performing CPQ system to drive sales success. Our CPQ Check Up is designed to eliminate inefficiencies, streamline your processes, and drive revenue growth. Don’t let a suboptimal system hold your sales team back—partner with us for CPQ excellence.