7 Tips For Selecting Salesforce CPQ Consulting Partner



October 9, 2020


Are you looking to deliver unparalleled customer services that steadily fuel up your business and boost brand value? Well, it can be achieved if you opt for one of the best Salesforce CPQ consulting companies to partner with your business. The correct partnership will help you develop the best solutions, sell the products faster, and follow up with your clients better. Transform with your existing infrastructure, automate processes & reap the rewards!

Now, how to recognize an appropriate Salesforce Consultant in India and the USA? Well, that’s why you are here, and we are happy to guide you.

Let’s take a look at the top 7 questions to ask a Salesforce CPQ Consulting Partner.

Top 7 Questions To Ask As You Set Your Eyes On a Salesforce CPQ Consulting Partner

Salesforce CPQ Consulting Partner


Look for Salesforce certification as it confirms that the consulting team has optimum Salesforce experience to implement your ideas. In addition to that, it ensures that the team is aware of the latest Salesforce updates.
Salesforce provides new frameworks thrice a year along with its Salesforce Trailhead (resource materials). Every single certified professional must maintain their accreditation by appearing for a maintenance exam with each release cycle.
You can further ask the consulting company if they provide the Salesforce CPQ architecture for your better business process. The CPQ (Configure, Price, and Quote) is an important factor in running a business. If you would be aware of the Salesforce CPQ, then it would be worth hiring the services of the consulting company.


If the Salesforce consulting company has executed projects previously, look for the similarities between your Salesforce implementation plans and the previous ones they have handled. Consider the reviews they have received and get in touch with the previous clients to get proper feedback.
Many companies help with the Configuration Quotes Management services. If your main agenda to hire a Salesforce Consulting company is about Quote Management, the certified Salesforce Consulting company will assist you with the same.


Before involving the best Salesforce CPQ Consulting Partner, be aware of their implementation methodology. AGILE-based incremental implementation is the best-standardized practice where stages and cycles are represented, and it guarantees that the proceedings are punctual and within the budget. This approach also ensures a high level of collaboration between the business and the Salesforce Company that eventually results in better outcomes.
Many Salesforce consulting companies will help you with the CPQ Quoting Tool. with the CPQ quoting tool, your sales representative will easily estimate the quote for a given product.


While running the background check of Salesforce Consulting Company, it’s crucial to have a chat with their customers. A first-hand review of the company is always essential to judge the problem-solving abilities.

The step will also help you to encounter different issues regarding Salesforce Integration and the solution provided by the company. However, you might wonder how to chat with their previous customers about their services? It is best if you could visit their website and there look for the reviews. Many companies have a page of their customers. From there you will get to know who are their clients, which services they opted for, and how happy they are with their services.

All these efforts will help you find a reliable Salesforce Consulting Company in your area.


Before concluding a deal, have a conversation with them about the support service when the project is completed. Working with an accomplice who maintains a laser focus around constant Salesforce updates is better so that the partnership can stay on the cumulative curve.

As you might be aware the fact that every technology keeps on upgrading with time. If you have taken any Salesforce service now but need an update later, you must confirm this with the consulting company. You can ask about the things included in the upgradation of technology, the price, and the total time to complete the service.

Once you have a clear understanding of the long-term services you can get from the company, you are good to go.

Note: If you need any help with ‘DocuSign for Salesforce CPQ’, consider consulting with the experts of Ksolves.


Pricing is one thing that you should iron out in the very beginning. All businesses have their way to work, and you have to see if the consultancy is convenient. Be crystal clear about the mode of payment, payment patterns, and so on. Ask for a detailed fee structure for any customized package you avail of.
Configure, Price, & Quote in Salesforce is the widely used tool that many businesses look forward to. If you are also looking to understand the CPQ tool for managing your quotes effectively, call the Ksolves. Our experts will provide you with the best services at the best price possible.


Salesforce CPQ Consulting Partner or Company can be experienced and knowledgeable, but there is no point if they fail to add prominent value to your business. The tangible assets offered by the company should accelerate sales, returns, and growth. Additionally, they should adhere to the quality of asking the right questions.
For instance: Many sales, account management, order fulfillment, billing, and accounts receivable operations are included in the quote-to-cash (QTC) process. It takes into account the processes performed from the time your sales staff configures a quotation and crafts a proposal for a customer until the time money is collected for services provided. To understand all this process of quote-to-cash in Salesforce, the right consulting company can help you with the same.

Traits Of A Good Salesforce CPQ Consulting Partner

Now we have seen the best ways to approach a salesforce consulting company. Here are a few things that you make any best salesforce consulting company stand out from others.

The 3 traits of Salesforce CPQ Consulting Company are:


A genuine company will have 360-degree expertise in all the Salesforce services as they will love to grab any opportunity in this sphere. Not only will they look to conclude the deal, but they will also be interested in enquiring about the various processes in your business.
Note: You can take the Salesforce Revenue Cloud service from Ksolves. Consult our team and we are there to assist you 24/7.


Although difficult to measure, passion is worth considering while opting for a Salesforce consultancy service. If you partner with an organization full of energetic people, it will drive innovation and prosper your business.

A passionate company will always give you the best choices and help you upgrade your business with the right Salesforce services.


The better the company, the more approachable they are. You will rarely get excuses from their end, and if you have a suggestion, they will pay close attention to it.
In this furious business world, every company needs quick service. The right Salesforce Consulting Company will be there for you when you need their assistance. Their team of experts will give you and your business priority. If you come across a company that is quick with its service and solution, then it is worth considering.


It might require a good amount of effort to pick one goldfish from a pond full of fish. However, you get some clarity of thought after reading the Important Questions to Ask a Salesforce CPQ Consulting Partner article. Sometimes, it’s better to wait to come across the perfect company than a hurried decision. Take your time to research and then make that ideal choice.

To give you a headstart, Ksolves is a leading Salesforce CPQ consultant in India and the USA you can consider for your business. Our Salesforce CPQ pricing model is affordable and the team has gone through intensive Salesforce CPQ training. Reach out to us today for a detailed discussion!

Contact Us for any Query

Email: sales@ksolves.com
Call: +91 8130704295

Frequently Asked Questions –

1. What do Salesforce consulting partners do?

Consulting Partners may share their Salesforce specialties, knowledge, and client ratings with millions of customers. They will help you with the best Salesforce service to help you grow your business effectively.

2. What does Salesforce CPQ allow partners to do?

Salesforce CPQ for Communities is a web-based selling platform that links your distributors and resellers to your internal sales processes and resources. Allow real-time access to your sales tools so that your sales partners can simply obtain product information and price via your online community.

3. What makes a great Salesforce consultant?

The right Salesforce Consulting company will continue to manage your expectations at all stages, and it will stand out as a superb Salesforce consultant. The company will understand your requirements and they will design a team of experts to provide you with the best solution possible in less time.

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Parul Gautam

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