Salesforce CPQ (Configure, Price, Quote) Specialist

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Salesforce CPQ (Configure, Price, Quote) Specialist

On Boarding Process

  • 1
    Job description

    Providing a clear and comprehensive overview of the role's responsibilities and expectations.

  • 2
    Curated Talent Shortlisting

    Thoughtfully selecting and presenting a tailored pool of skilled candidates.

  • 3
    In-depth Consultant Engagement

    Engaging candidates in thorough discussions to understand their expertise and alignment with client needs.

  • 4
    Seamless Integration into Client Team

    Ensuring a smooth transition and effective collaboration as the consultant becomes an integral part of the client's team.

Hoping to build Salesforce CPQ Specialist team?

The Salesforce CPQ Specialist plays a crucial role in streamlining and automating the quoting process for sales teams, enabling them to efficiently provide accurate quotes to clients and thereby accelerate the sales cycle.

Anicalls’s consultants are specializes in the configuration and management of Salesforce CPQ tools. Their role involves designing pricing strategies, managing product configurations, and ensuring smooth quote-to-cash processes.

Roles & Responsibilities

Configuration and Customization

Set up and customize the CPQ tool within Salesforce, ensuring accurate product configuration, pricing rules, and quoting processes based on client specifications.

Product and Price Book Management

Create, update, and maintain product catalogues, bundles, price books, discounting structures, and promotional offers within the CPQ system.

Quote Lifecycle Management

Streamline the end-to-end quoting process, from creating quotes to converting them into orders, ensuring accuracy and efficiency.


Integrate CPQ with other Salesforce modules and external systems (like ERP or CRM platforms) to ensure seamless data flow and process automation.

Training and Documentation

Develop user guides and provide training to sales teams on the CPQ tool, ensuring Anicalls’s consultants can effectively create accurate quotes.

Approval Workflows

Design and implement approval workflows for quotes, ensuring adherence to pricing and discounting policies.

Promotion and Discounting Strategies

Work closely with sales and finance teams to devise promotional and discounting strategies, and then configure them within the CPQ tool.

Testing and Validation

Regularly test CPQ configurations and updates, ensuring accuracy in product configurations, pricing rules, and overall quote generation.

Troubleshooting and Support

Offer continuous support to end-users, addressing any challenges or issues with the CPQ tool, and implementing fixes or enhancements as needed.

Benefits With Anicalls

Our Commitments

Guaranteed Talent Satisfaction

Flexible Engagement Terms

Performance Review Report Policy

Client Success Stories

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