Agentforce Revenue Management + CPQ

+ Are your reps spending hours on creating quotes for customers, with little governance around discounting?

+ Is your finance team spending weeks each month attempting to true-up billing?

+ Is your customer success team struggling to understand what products your customers have, and finding it difficult to understand and negotiate renewals?

+ Is it hard to calculate & trust your MRR and ARR in Salesforce?

REVOLUTIONIZE QUOTING & RENEWALS

simplify quote to cash with Agentforce Revenue Management

 

Whether you're ready to move to Agentforce Revenue Management or still leveraging Salesforce CPQ, our  team of experienced configure-price-quote experts can  bring a new level of visibility and efficiency to your team. We’re here to solve real problems, share best practices and address your pains, not just stand up CPQ.

 

 

FEATURES

 

+ Agentforce Revenue Management or Salesforce CPQ

It’s time to bring structure to how your team configures quotes & orders and manages renewals & amendments. Turn your CRM into the one trusted source of truth on product pricing. Create a more ordered method of selling for your sales team and a seamless renewal process for customer success. It’s time to put an end to the wild west, bring order to how you manage orders.

 


+ contract lifecycle management

To be competitive, your team needs to make the contract lifecycle as frictionless as possible for clients. Empower your team to be more effective and enable a smooth transition between each stage of the contract lifecycle. Now is the time to take the initiative and finally automate the contract processes during key stages.

 

 

+ data governance & optimize existing CPQ

When your existing CPQ implementation no longer supports your teams needs, it's time to bring in the specialists. Our dedicated team of certified CPQ experts will tailor your CPQ instance to work for your team, streamlining the process and reducing manual work.

revolutionize quoting & renewals

hear it from our customers

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“OpFocus’ expertise in CPQ and custom development is incredible. Any problem that needs to be solved, they can solve. Anything you want to build on Salesforce, they can build. Their capabilities are very powerful.”

- Stew Ives, Senior Director of Systems, SNA Displays

 

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"OpFocus is encyclopedic about CPQ. They have a very deep knowledge of what it can and can’t do. They knew exactly how to implement what we needed in order to get the most value out of CPQ."

- Ben Bryer, Director of Business Operations, CentralReach 

 

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"I’ve done many implementations during my career. None went as smoothly as OpFocus."

-
 Lynn Thayer, VP of Revenue Operations, Red Canary

 
 

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"High-growth SaaS businesses that need to be agile but can’t exponentially grow their internal Salesforce team would be wise to consider OpFocus."

-
 Toby Carrington, Executive Vice President of Revenue Operations at Seismic

 
 

SOME OF OUR HAPPY CLIENTS

opfocus' methodology for CPQ project success

BLUEPRINT

  • + requirements consolidation

  • + process improvement & best practices

    • + design

EXECUTE

  • + configuration

  • + product & pricebooks

    • + reports and dashboards

GO-LIVE

  • + testing, training, and support with roll-out

  • + ongoing maintenance with Growth Services

some of our experts

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David Movsesian

Director of CPQ Consulting

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Aline Nouh

Senior Consultant, CPQ

time to revolutionize quoting & renewals?

TALK TO A CPQ SPECIALIST