Salesforce Consulting Services

CPQ Solutions

Transform your business’ lead-to-revenue architecture with intuitive purchasing tools to speed up the buying process and turn transaction data into insights.

Salesforce
SUMMIT (PLATINUM)
Consulting Partner

Salesforce
APPEXCHANGE

G2
REVIEWS

The revolutionary way to grow revenue. Salesforce CPQ hosts a suite of next-gen solutions to streamline finance, sales, and operations. From CPQ, to B2B Commerce and Partner Relationship Management Programs (PRMs), the customer journey has never been more seamless.

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Grow Revenue With Ease

Transform your business’ lead-to-revenue architecture with intuitive purchasing tools to speed up the buying process and turn transaction data into insights.

Simplified Selling

Guided selling provides reps with a step-by-step configuration wizard to ensure the right products and services are selected for the client. And for more complex sales cycles, easily create rules and preconfigured solutions to streamline processes and fuel downstreams.

Pricing Accuracy

CPQ and Billing’s pricing engine enables reps to model different deal scenarios for complex quotes using predefined pricing and discount guidance and makes it easy to create accurate, branded quotes in one click.

Advanced Analytics

Harness the power of AI for intuitive insights into discounting trends, real-time KPIs and to identify bottlenecks in your quoting process to further streamline and accelerate sales cycles.

Streamlined Services

Promote business agility to quickly change and modify contracts while reducing financial risk and critical documentation errors.

Contact Management

Easily modify contracts with add-ons, swaps, and upgrades while providing customer-specific terms and conditions without complicating the contract process. Streamlining repeat business is simple by defining negotiated prices, or acquiring pricing from a prior quote.

Pricing Accuracy

Automated guidelines ensure reps are quoting comprehensive solutions, and advanced pricing tools eliminate any discrepancies between quotes, orders, and invoices with just a few simple clicks.

Simplified Approvals

Next-gen automations reduce friction throughout cross-functional approval chains to ensure policy alignment – all without ever slowing the sales cycles.

Transform Customer Journey

Turn clients today into clients for life with advanced automation capabilities to provide a selling experience that stands out amongst competitors.

Purchasing Transparency

Turn clients today into clients for life with advanced automation capabilities to provide a selling experience that stands out amongst competitors.

Superior Automation

Reduce churn by automating invoicing for one-time, recurring, or usage-based fees as well as invoice consolidation. When the purchase is complete, get paid faster by replacing manual electronic payments via credit card or ACH with automation.

Customer Management

Manage all financial processes with ease due to accurate customer data and fulfill complex orders by splitting quotes into multiple orders based on time or location.

Success starts here, with Salesforce solutions you can trust.

For the last 15 years we’ve been creating customized Salesforce Solutions for clients of all industries and sizes. With a perfect 5-Star rating on both Salesforce AppExchange and G2 User Reviews, Access Global Group is the right choice for your organization’s Salesforce transformation.

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