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Our Salesforce CPQ Offerings

Salesforce CPQ and/or Salesforce Industries CPQ Implementation
Configuration and Customization
Integrations
Optimization
Training and Adoption

CloudMasonry Implementation and Integration of Salesforce CPQ and/or Salesforce Industries CPQ

We guide our clients through the entire implementation process, from initial planning to post-launch support, ensuring seamless integration and user adoption.

CloudMasonry Salesforce CPQ and/or Salesforce Industries CPQ Configuration and Customization

Benefit from our in-depth expertise in configuring and customizing Salesforce CPQ to create a streamlined and intuitive quoting experience for your sales team.

CloudMasonry Salesforce CPQ and/or Salesforce Industries CPQ Integration

Seamlessly integrate Salesforce CPQ with your existing systems, processes, and workflows to maximize efficiency and ensure a cohesive quote to cash process across your organization and it’s connected system of applications such as Billing and ERP.

CloudMasonry Salesforce CPQ and/or Salesforce Industries CPQ Optimization

Leverage our Salesforce CPQ consultants’ insights to identify areas for process improvement, identify and eliminate bottlenecks, and optimize your CPQ solution for maximum performance and scalability.

CloudMasonry Salesforce CPQ and/or Salesforce Industries CPQ Training and Adoption

Our commitment extends beyond implementation. We provide comprehensive training and ongoing support to ensure your team maximizes the benefits of your CPQ platform.

Salesforce CPQ Implementation And Support

Implementation

CloudMasonry specializes in Salesforce CPQ implementations that streamline and accelerate the quote-to-cash process. We begin by deeply understanding your product catalog, pricing rules, and approval structures, then configure CPQ to reflect those complexities in a scalable, maintainable way. Whether your business requires nested product bundles, dynamic pricing, or usage-based billing, we ensure that CPQ accurately supports the way you sell. Our team focuses on simplifying the experience for sales reps while maintaining back-office precision around contracts, terms, and quote documents.

  • Beyond core CPQ configuration, we help clients integrate CPQ with Sales Cloud, Revenue Cloud, and ERP systems to enable a unified sales workflow. From guided selling experiences to automated approvals and quote generation, our implementations reduce quoting errors, improve margin control, and shorten sales cycles. CloudMasonry ensures that CPQ is not just technically implemented but thoughtfully aligned with your broader revenue operations strategy.

User Adoption

Successful CPQ adoption hinges on user confidence and process clarity. CloudMasonry supports your teams with hands-on enablement, including rep-focused training on quote configuration, discounting, and proposal generation. We tailor onboarding materials to different sales roles—whether direct, partner, or renewal teams—and provide ongoing support resources to help users navigate more complex quoting scenarios with ease.

  • We also optimize the CPQ interface to reduce friction and reinforce adoption, designing intuitive layouts, prebuilt product configurations, and dynamic validation rules that guide reps through compliant quoting. By integrating tools like Document Generation, eSignature, and approval visualizations, we help reps spend less time quoting and more time closing. Our change management approach ensures that CPQ becomes a seamless part of the sales workflow—not an added burden.

Ongoing Support

Post-launch, CloudMasonry offers proactive support to help organizations maintain and evolve their CPQ instance as their product offerings, pricing models, and sales strategies change. We conduct routine system reviews to monitor quoting trends, assess rule performance, and ensure pricing accuracy across channels. As your sales teams expand or market conditions shift, we help adjust pricing strategies, product hierarchies, and bundling logic accordingly.

  • We also support ongoing system scalability—whether introducing new quote templates, configuring multi-currency/multi-language support, or integrating with CLM (Contract Lifecycle Management) tools. With each Salesforce release, we guide you through evaluating new CPQ features and ensuring compatibility with your current setup. CloudMasonry provides the technical depth and strategic oversight needed to ensure CPQ remains aligned with your business goals over the long term.

Salesforce CPQ Features

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CloudMasonry Salesforce Crest Partner

CloudMasonry assists organizations in their enhancement of their Salesforce based quoting and selling process with their implementation of Salesforce CPQ (Configure Price Quote).

Salesforce CPQ engagements bring our resources into partnership with our client’s sales and operations teams to collaboratively build a bespoke scalable solution that meets the needs of users today, with an eye on accommodating the requirements of tomorrow