CPQ Implementation: Lessons learned

A series of best practices to guarantee a successful CPQ implementation based on 25+ years of experience in the SF ecosystem

Implementing CPQ comes with unique challenges. CPQ is primarily built on data – not metadata – and with a high volume of complex relational data, your implementation can get complicated quickly.

To minimize the disruption to your sales team, you need to complete the Salesforce CPQ implementation in the most efficient, streamlined manner possible.

Are you about to start or have you started a Salesforce CPQ implementation? Check out our 30 minute sessions.

Our sessions

Your environment strategy

Setting up CPQ testing can be complex depending on your environment makeup and setting up structure to support seeding data into lower environments can be time-consuming.

Critical to your success - The post go live plan

Going live with CPQ only marks a shift into your “operational” phase. In this session, we’ll cover user and admin training, release management strategy, and building a team to support your implementation.

End user engagement

Let’s make sure all your hard work pays off. How do you set your end users up for success and drive adoption within the revenue teams?

Hosted by:

Phil Rapp
CRO, AscribeIT

35+ CPQ implementations as an architect/delivery manager across a wide range of industry verticals and solution complexities

Jereriah ‘J’ Manning
Director, solution engineering, TechEx, Prodly


Prodly Compliance Center

The gold standard for documenting SOX in Salesforce CPQ!